---
schema_version: "1"
id: 7af79d3a2b8437c35f0aa32218eb0b41ba9254dc8eadeebd1cbb95194ce413fb
title: Create a Job Definition Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_create_job_definition_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_job_definition_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 34dbcb5dc2da0d98a4d41ab0eb91d2862777060ef99ed6f01b88efc55d5eb72e
description: Job definition templates define the specific question that a sales rep or merchandiser evaluates when executing a visit. Depending on the job template used, the question defined in a job definition template can be a question or a survey. Each job definition template has a predefined answer format.
products:
  - Consumer Goods
release: "264"
---
# Create a Job Definition Template

Job definition templates define the specific question that a sales rep or merchandiser evaluates when executing a visit. Depending on the job template used, the question defined in a job definition template can be a question or a survey. Each job definition template has a predefined answer format.

### 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;">
              <p>Available in: Lightning Experience </p>
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and
                <strong>Unlimited</strong> Editions where Consumer Goods Cloud is enabled
              </p>
            </td>

          </tr>
        </tbody>
      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d19047e62">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e62 ">To create job definition templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e62 ">
              <p>CGCloud Business AdminORCGCloud Retail Business Admin </p>
              <p>OR</p>
              <p> Cloud
                Supervisor</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">CGCloud Retail Supervisor User AND CGCloud Retail User</p>
            </td>

          </tr>
        </tbody>
      </table>

Here’s a graphical representation of the relation between a job template and a job definition template.

![Graphical representation of job management](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_admin-264-0-0-production-enus/5bb7d7f5-119d-42d0-8596-95e762837019/consumer_goods_retail_admin/images/cg_graphical_rep_job_management.png)

1. From the App Launcher, find and select **Job Definition Templates**, and then click **New**.
2. Provide these details:
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d19047e130">Field</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d19047e133">Description</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d19047e130 d19047e133 ">
                  <strong>Identification</strong>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e130 ">Job Definition Template Name</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e133 ">Name of the job definition template. </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e130 ">Description</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e133 ">Description of the job definition template.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e130 ">Job Template</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e133 ">Job template that's used to create the job definition template.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e130 ">Active</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e133 ">Indicates whether a template is active. You can use only active templates to create
                  activity templates or activities.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e130 ">Data Type</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e133 ">
                  <p>Data type of the answer for the question or survey.</p>
                  <p style="margin-bottom:0;">You can define the answers
                    that can be selected by reps from the Data Type Option related list of a data type
                    record.</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e130 ">Sales Org</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e133 ">Sales org of the job definition template.</td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d19047e130 d19047e133 ">
                  <strong>Description</strong>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e130 ">Description Language 1/2/3/4</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e133 ">Description of a job template in the languages configured for the sales org.</td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d19047e130 d19047e133 ">
                  <strong>Settings</strong>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e130 ">Target Value Column</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e133 ">
                  <p>Sets the value that's preset as an answer for a job definition. This value is
                    fetched from the product assortment assigned to a customer:</p>
                  <ul>
                    <li>None: Shows no target value.</li>
                    <li>Facing: Shows the target value from the Facings field of Product Assortment.</li>
                    <li>Price: Shows the target value from the Price Survey field of Product Assortment.</li>
                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e130 ">Primary Survey Policy</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e133 ">
                  <p>Specification of the primary product survey: </p>
                  <ul>
                    <li>Facings</li>
                    <li>Survey</li>
                    <li>Distribution</li>
                    <li>Promotion Participation</li>
                    <li>Display Placement</li>
                    <li>Display Quality</li>
                    <li>Asset Placement</li>
                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e130 ">Competitor Relevant</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e133 ">Response to collate competitor information related to (placement or price) of
                  products or promotions.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e130 ">Measure Type</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e133 ">
                  <p>Level that the job definition template is applicable at:</p>
                  <ul>
                    <li>Store: Enables the job definition template for stores.</li>
                    <li>POS: Enables the job definition template for point of sale.</li>
                  </ul>
                  <p style="margin-bottom:0;">For the POS type, only questions can be shown.</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e130 ">Sort</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e133 ">Order in which a question is shown during a visit.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e130 ">Picture Taking</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e133 ">Indicates whether you can capture pictures by using a mobile device. Select this
                  option only if the job template type is question.</td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d19047e130 d19047e133 ">
                  <strong>Presetting</strong>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e130 ">Presetting</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e133 ">
                  <p>Sets the presetting of an answer for a question or survey:</p>
                  <ul>
                    <li>None: Presets no value.</li>
                    <li>Last Value: Presets the answer for a question or survey in the last completed visit for the same
                      customer, visit template, product, and source of the question.</li>
                    <li>Target Value: Presets with the value in Facing or Price from the listing for the product. This
                      option is applicable only for surveys.</li>
                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e130 ">Save Presetting</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e133 ">
                  <p>Indicates whether the job definition is saved with a preset value when a
                    visit is completed.</p>
                  <p>If this option is selected, the job definition is saved
                    with a preset value when a visit is completed even if the job isn’t marked as
                    Done.</p>
                  <p>If this option isn’t selected, a job definition is saved only if a
                    value is edited.</p>
                  <p>Save Presetting applies only for surveys. Consumer
                    Goods Cloud doesn’t support save presetting for questions.</p>
                  <p style="margin-bottom:0;">We recommend
                    that you choose this option only on an as-needed basis. Choosing this option
                    significantly impacts the number of records synced for the Visit Job object
                    and ‌the sync performance. This option sometimes requires you to implement
                    archival to make sure that storage limits aren’t exhausted.</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e130 ">Survey Identification</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e133 ">
                  <p>Used by mobility to store survey identification values listed.</p>
                  <ul>
                    <li>Facings</li>

                    <li>Price Survey</li>

                    <li>Distribution</li>

                  </ul>
                  <p style="margin-bottom:0;">Note: Survey Identification currently doesn't support POS Facing, POS
                    Price, or POS Distribution.</p>
                </td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d19047e130 d19047e133 ">
                  <strong>Stepper</strong>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e130 ">Use Stepper</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e133 ">Indicates whether a stepper control can be used to answer questions or surveys on
                  mobile devices. This setting is applicable for job definition templates with numeric
                  answer formats.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e130 ">Step Size </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e133 ">Incremental value of a stepper control. Enter a value greater than zero.</td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d19047e130 d19047e133 ">
                  <strong>Numeric Control</strong>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e130 ">Consider Min Value</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e133 ">Indicates whether to consider a minimum value defined for the job definition
                  template when the answer is entered for a question or survey. This setting is applicable
                  only for numeric answer formats.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e130 ">Min Value</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e133 ">Minimum value that can be entered as an answer for a question or survey. This
                  setting is applicable only for numeric answer formats.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e130 ">Consider Max Value</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e133 ">Indicates whether to consider a maximum value defined for the job definition
                  template when the answer is entered for a question or survey. This setting is applicable
                  only for numeric answer formats.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e130 ">Max Value</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e133 ">Maximum value that can be entered as an answer for a question or survey. This
                  setting is applicable only for numeric answer formats.</td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d19047e130 d19047e133 ">
                  <strong>Date Policy</strong>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e130 ">Min Date Policy</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e133 ">
                  <p>Indicates the minimum value that can be entered in the answer field for questions or survey:</p>
                  <ul>
                    <li>None</li>
                    <li>Min Date</li>
                    <li>Max Date</li>
                    <li>Today</li>
                    <li>Next Year</li>
                  </ul>
                  <p style="margin-bottom:0;">This setting is applicable only to questions or surveys that require a date as an
                    answer.</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e130 ">Max Date Policy </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d19047e133 ">
                  <p>Indicates the maximum value that can be entered in the answer field for questions or surveys:</p>
                  <ul>
                    <li>None</li>
                    <li>Min Date</li>
                    <li>Max Date</li>
                    <li>Today</li>
                    <li>Next Year</li>
                  </ul>
                  <p style="margin-bottom:0;">This setting is applicable to questions or surveys that require a date as an
                    answer.</p>
                </td>

              </tr>
            </tbody>
          </table>
3. Save your changes.

- **[Create a Data Type for Visit Questions](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_data_type_options.htm&release=264.0.0&type=5)**  
    Define data type and the data type options that sales reps can choose as the answer for a question during a visit.