Use customer task templates to quickly create a task for a customer. A customer task template defines the behavior of customer tasks. For example, to raise any asset service requests such as repair, maintenance, retirement, and replacement, a field service team can use the same customer task template.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled. |
| User Permissions Needed | |
|---|---|
| To create customer task templates: |
CGCloud Business Admin OR CGCloud Retail Business Admin |
Use a template that’s assigned to a customer to create a task for that customer.
- From the App Launcher, find and select Customer Task Templates, and then click New.
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Provide these details.
Field Description Task Information Customer Task Template Name Name of a customer task template. Sales Org Sales org of the customer task template. You can edit this field only while creating a task template. User Roles Roles for which a task template is applicable. The options are:
- Business Admin
- KAM
- Sales User
- Supervisor
- FA
- FM
- Inventory Manager
- Sales Support
Workflow Workflow that's applicable for the tasks that are created by using the template. The sales org for a workflow and customer task template must be the same. Sort Sort order of records. Management Type Association that defines whether a customer task is related to service or sales. The options are:
- Sales
- Service
- Call Center
- Merchandiser
Active Indicates whether a template is active. You can use only active templates to create customer tasks. Description Description Language 1/2/3/4 Description of a customer task template in the languages that are configured for the sales org. - Save your changes.