Salesforce Docs Portal

Create a Job Template for the Consumer Goods Offline Mobile App

Job templates define the behavior and display of the activities in the offline mobile app. Templates also define whether an activity is a question or a survey. Surveys are product-specific, but questions aren’t. You can use surveys to determine whether products are aptly placed in shelves, whether a product is offered at a special price, and more. You can use questions to confirm whether advertising material is placed in a store, to identify the total number of shelves available at a store, and more.

Required Editions

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled
User Permissions Needed
To create a job template:

CGCloud Business Admin

OR

CGCloud Retail Business Admin
  1. From the App Launcher, find and select Job Templates, and then click New.
  2. Provide these details:
    Field Description
    Identification
    Description Description of a job template.
    Job Template Name

    Name of a job template: Question or Survey.

    Use Survey for product-specific and Question for store-specific questions.
    Product Reference Indicates whether a job template has a product reference. To create surveys, use job templates with product reference. To create questions, use job templates without product reference.
    Sales Org Sales org of a job template. You can edit this field only when you create a template.
    Description
    Description Language 1/2/3/4 Description of a job template in the languages configured for the sales org.
  3. Save your changes.