Activities and job definition templates behind Enhanced Model visit surveys
Key Takeaway
A survey lives in a job definition template inside an activity. The visit template added to that activity brings the survey into visits.
In Agentforce Consumer Goods, a survey is a product-specific question that a sales rep answers during a store visit. You don't create a survey on its own. The question lives in a job definition template, which sits inside an activity. The activity is linked to products, customers and a visit template. When a visit is created from that visit template, the activity brings its surveys into the visit.
Questions, surveys and activities
An activity can hold two kinds of items. A question is generic, for example how many POS are in the store. A survey is tied to a product, for example the product's expiration date. POS is supported in store audit questions but not in product-related surveys.
A field sales activity (FSA) contains several activities. Each activity contains the job definition templates that a sales rep can ask during a visit. Examples include store audits, checks on distribution, facings and prices, and competitor surveys.