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Create Field Sales Activity

To group similar activities that a sales rep can perform, create a field sales activity.

Required Editions

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled
User Permissions Needed
To create field sales activities:

CGCloud Supervisor

OR

CGCloud Retail Supervisor User AND CGCloud Retail User

OR

CGCloud Sales User

OR

CGCloud Retail Sales User AND CGCloud Retail User
  1. From the App Launcher, find and select Field Sales Activities, and then click New.
  2. Provide these details:
    Field Description
    Identification
    Field Sales Activity Name Name of a field sales activity.
    Description Description of a field sales activity.
    Note Note entered for a field sales activity.
    Phase

    Phase of a field sales activity. The options are:

    • Planning
    • Committed
    • Canceled

    Activities related to any field sales activity in the Planning or Canceled field sales activity phase can’t be activated.
    Valid From / Valid Thru Validity period of a field sales activity.
    Sales Org Sales org of a field sales activity. You can edit this field only when you create the field.
    Description
    Description Language 1/2/3/4 Description of a field sales activity in the language configured for the sales org.
  3. Save your changes.