create action plan template salesforce

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Product Area

Feature impact.

• Enterprise Edition
• Professional Edition
• Unlimited Edition
• Lightning Experience

252 Results

• Update Job Lists
• Trip List-Based Visit Planning
• Sync Your Data Manually
• Set Up Your Landing Page and Personalize Your Settings
• Execute a Custom Task
• Modify Order Items
• Select a Default Visit Type
• Edit a Visit
• Install the Consumer Goods Cloud Offline Mobile App
• Edit Products of an Assortment
• Generate a Promotion Calendar Report
• Create Trip Lists
• Create Visits
• Create Tasks
• Create a POS
• Answer Surveys While Executing Visits
• Complete Tasks
• Add Product Categories to an Assortment
• Create a Listing Module
• Assign a Substitute to a Customer
• Execute an Inventory Check Task
• Reassign a Daily Report
• Create Products
• Create Field Sales Activity
• Complete a Visit
• Create User Notifications
• Discontinue a POS
• Create an Asset
• Generate a Customer Sales Report
• Add a Customer to an Assortment
• Enter Order Notes
• Create User Tasks
• Delete a Promotion
• Create an Activity
• Create an Assortment
• Add Customer Extensions
• Create an Order
• Add Product Parts
• Create a Daily Report by Using Time Cards
• Create Map-Based Visits
• Add Product Image
• Associate Signature Tasks to an Action Plan Template
• Add Customers to Customer Sets
• Copy a Promotion
• User Cockpit for Base Data Model
• Create Customer Sets
• Assign Order Templates to Product Assortments
• Consumer Goods Visit Execution App
• Create Accounts
• Requirements for Installing the Consumer Goods Cloud Offline Mobile...
• Create Listing Classifications
• Visit Calendar Page
• Approve or Reject a Daily Report
• Create Fast Order
• Manage Visits
• Understand the Consumer Goods Cloud Offline Mobile App
• Add a Unit of Measure
• Create Visits by Using Barcode Scan
• Order Calculation
• Create Visits Automatically
• Getting Started with the Consumer Goods Cloud Offline Mobile App
• Create Visits from Job Lists
• Create a Customer Task
• Manually Plan Visits for Customers
• Create Customer Tasks
• Address Customer Complaints about an Asset
• Add Additional Products
• Complete Customer Tasks
• Manually Add Products to a Survey
• Perform a Signature Task
• Add Products to an Activity
• Add Customers to an Activity
• Add Customer Org Units
• Add Customer Sets to an Activity
• Add Customer Visit Settings
• Add Customer Relationships
• Visit Schedule Review
• Add Customer Managers
• Visit Preparation
• Process Navigation During Visits
• Scan Products in an Order
• Point of Sale (POS)
• Request Approval to Release a Daily Report
• Picture Quality Resolution
• Release Customer Tasks
• Order Quantity Suggestion
• Update Duration for Daily Report Activities
• Create a Daily Report
• Add Related Customer's Relationships
• Add a Product Warehouse
• Audit an Asset
• Add Contacts
• Create Conditional Questions
• Associate a Retail Store to Retail Store Groups
• Release and Submit an Order
• Capture Signatures in an Order
• Execute a Visit
• Why Do You Need the App?
• Add Managers to Customer Sets
• Create Customer Trade Org Hierarchies
• Access Store Cockpit for Enhanced Data Model
• Add Products to a Product Assortment
• Use the Consumer Goods Cloud Offline Mobile App
• Route and Traffic Information
• About Order Payments
• Order Management
• Copy an Order
• Calendar Planning
• Customer Data Management
• Requirements for Using a Bluetooth Scanner
• Group Your Customers with Customer Segmentation
• Automatic Visit Planning
• Customize Product Offerings with Assortments
• Daily Reports
• Retail Store Cockpit for Base Data Model
• Manage Product Assortments
• Team Supervisors’ Roles & Responsibilities
• Penny Perfect Pricing
• Store Cockpit for Enhanced Data Model
• On Demand Visit Creation
• Manage Advanced Product Assortments
• Main Menu for Enhanced Data Model
• Tour the Consumer Goods Cloud Offline Mobile App
• Create a Listing Classification
• Consumer Goods Mobile App
• Consumer Goods Cloud Offline Mobile App for Base Data Model
• Filter Visit Survey Products
• Substitution Management
• Advanced User Cockpit for Enhanced Data Model
• Consumer Goods Cloud Offline Mobile App for Enhanced Data Model
• Customer Tasks
• Base and Enhanced Data Models
• Demagnetize Job Lists
• Asset Management
• Field Sales Activity
• Create Multiple Visits
• Create Visits by Using Trip Lists
• Create Visits by Using Job Lists
• Preview Order Confirmations
• Master Data Management
• Schedule Visits
• Run an In-Store Survey
• Perform an Inventory Check
• Create a Task
• Associate Tasks to an Action Plan Template
• Add a Component Task to an Action Plan Template
• Upload an Image for the Planogram Task
• Add Scan and Search in Salesforce Mobile and Lightning Experience
• Complete a Planogram Task
• Perform an Delivery Task
• Request a Recommendation
• Create Visits Using Salesforce Maps
• Perform a Promotion Check
• Examine the Planogram Details
• Perform a Custom Task
• Launch the Consumer Goods App on Your Mobile
• End Your Visit
• Publish a Template
• Associate a Promotion to a Product or Product Category
• Create a Retail Store KPI
• Create a Retail Store Group
• Create a Visit
• Create Survey Invitation
• Create Optimized Routes
• Create a Retail Store
• Associate a Promotion to a Store, a Store Group, or an Account
• Associate a Planogram Image With an In-Store Location
• Create an In-Store Location Category
• Create an In-Store Location
• Create a Promotion
• Associate a Product to an Assortment
• Create a Product Category
• Associate a Product with a Store
• Assign a Product to a Product Category

Create an Action Plan Template

• Manually Create Visits
• Associate an Assessment Task Definition to an Assessment Indicator...
• Create an Assessment Indicator Definition
• Associate an Assortment to a Store, a Store Group, or an Account
• Add an Image
• Create an Assessment Task Definition
• Change the Visit Page Layout
• Associate an Action Plan Template to a Visit
• Associate Delivery Task to Shipments
• Associate Flow to Action Plan Template
• In-Store Survey
• Prerequisites for Creating an Assessment Task Definition
• Prerequisites for Creating an Inventory Check
• Assessment Task Definition
• Prerequisites for Creating a Custom Task
• Understand Visit Task Recommendation
• Take Charge of Your Day
• Retail Execution Planning
• What Notes Can You Take?
• Planogram Checks
• Prerequisites
• Start a Visit
• Accounts and Contacts in Retail Execution
• Assessment Tasks
• Request a Task Recommendation
• Order Creation
• Manage Your Stores Efficiently
• Types of Assessment Tasks Definitions
• Key Terms to Remember
• Add Inventory to a Vehicle
• Associate Delivery Task to Action Plan Template
• Visit Execution
• Assign a Vehicle to a Rep
• Associate an Assessment Task Definition to an Action Plan Template
• Salesforce Maps
• Sales Agreements
• Check Out the Overview Tab
• Types of Promotion Check
• Custom Tasks
• Visits: Points to Consider
• Retail Execution at Your Fingertips
• Promotion Check
• Check Inventory a Your Vehicle
• Retail Store KPI
• Assign a Vehicle to a Delivery Rep
• Prerequisites for Creating a Promotion Check
• Before You Begin
• Planogram Set Up
• Get Task Recommendations
• Product Management
• Prerequisites for Creating a Planogram Check
• Create a Location
• Add Tasks and Flows to Action Plan Template
• Delivery Task
• Get Recommended Visits
• Assessment Indicator Definition
• Action Plan Template
• Inventory Checks
• Types of Promotions
• Schedule a Task Recommendation
• Change the Status of a Vehicle User Assignment

You can create one action plan template and associate it to multiple visits.

Required Editions

• From the App Launcher, find and open Action Plan Templates , and then click New .
• Enter a name and a description for the template.
• Select the Target Object as Visit .
• Select the Action Plan Type as Assessment Execution .
• Click Save .

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