---
schema_version: "1"
id: 6e768f1376a7223a2a322040832a6acee3bb96f5fd814db21cc1b6fcc27c1325
title: Create a Job Template for the Consumer Goods Offline Mobile App
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_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_job_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: dedc7c162002ed5f3d3dc2664f798404d719ae762c1e4e3620deedcdec5269ef
description: 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.
products:
  - Consumer Goods
release: "264"
---
# 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

<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>

<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="d104997e64">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d104997e64 ">To create a job template:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d104997e64 ">
              <p>CGCloud Business Admin</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">CGCloud Retail Business Admin</p>
            </td>

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

1. From the App Launcher, find and select **Job 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="d104997e120">Field</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d104997e123">Description</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d104997e120 d104997e123 ">Identification</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d104997e120 ">Description</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d104997e123 ">Description of a job template.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d104997e120 ">Job Template Name</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d104997e123 ">
                  <p>Name of a job template: Question or Survey.</p>
                  <p style="margin-bottom:0;">Use Survey for product-specific and
                    Question for store-specific questions.</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d104997e120 ">Product Reference</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d104997e123 ">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.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d104997e120 ">Sales Org</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d104997e123 ">Sales org of a job template. You can edit this field only when you create a
                  template.</td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d104997e120 d104997e123 ">Description</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d104997e120 ">Description Language 1/2/3/4</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d104997e123 ">Description of a job template in the languages configured for the sales org.</td>

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