---
schema_version: "1"
id: 9d2f3eac0a62404c29929165e822a048475311640faf54f304949dd467e8b99b
title: Activity Templates in Retail Execution
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_concept_admin_activity_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_activity_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 809efb1cba59b386a4ff21e6fb933de6368fc3edbe981bd0a5bf1f25282d8a7e
description: Group job definition templates as activity templates. In activity templates, you can indicate whether activities created using the templates are standard or event-driven, and applicable to specific customers or customer sets, or products. For example, create an activity template and assign job definition templates that have standard jobs executed by sales reps or jobs executed by merchandisers.
products:
  - Consumer Goods
release: "264"
---
# Activity Templates in Retail Execution

Group job definition templates as activity templates. In activity templates, you can indicate whether activities created using the templates are standard or event-driven, and applicable to specific customers or customer sets, or products. For example, create an activity template and assign job definition templates that have standard jobs executed by sales reps or jobs executed by merchandisers.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled</td></tr></tbody></table>

You can create these types of activity templates:

- Standard activity templates: Use these templates to create standard activities. Jobs that are part of a standard activity appear in all visits created using a visit template that is assigned to the activity. Always execute standard jobs in all visits. To create a standard activity template, in the activity template, select **Standard Jobs**.
- Event-driven activity templates: Use these templates to create event-driven activities that are valid for a period. For example, create activities related to a limited period promotion. Job lists are generated for event-driven activities and appear in visits that are created using a visit template assigned to the activity. You can use job lists for visit planning. Create an event-driven template in the activity template by not selecting Standard Jobs.

- **[Create an Activity Template in Retail Execution](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_activity_template.htm&release=264.0.0&type=5)**  
    You can create two types of activity templates: standard and event-driven.
- **[Assign Job Definition Templates to Activity Templates](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_assign_jd_template_activity_template.htm&release=264.0.0&type=5)**  
    To create a job pool for a specific business purpose, assign job definition templates to activity templates. You can assign a job definition template to an activity template only one time.

#### See Also

- [Create Customer Sets](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_customer_sets.htm&type=5&language=en_US)