Accessing and enabling action plan templates in Agentforce Consumer Goods
Key Takeaway
To access and start building action plan templates in Agentforce Consumer Goods, open the App Launcher and select "Action Plan Templates".
An action plan template is a reusable list of tasks that field reps must perform during a store visit. A sales manager builds the template once and applies it to many visits. The merchandising or pre-sales activities stay almost the same for the same type of retail store, so one template can serve many visits. Users can only work with templates after Action Plan Templates is available in the app and each template is set up for visits.
Action plans and action plan templates
Each task in an action plan has a priority, a number of days in which it must be completed, and a person who is responsible.
Action plans are created from action plan templates, and the template captures the repeatable tasks. When you create a plan from a template, you don't have to worry about every task getting created, because the template already defines them. You can create one action plan template and associate it with multiple visits.
Priya is a sales manager at a beverage company. Her reps visit 50 convenience stores each month, and the merchandising work in each store is almost the same. Priya builds one merchandising template with tasks such as checking shelf stock and confirming promotion displays. She applies the template to all 50 visits, so every visit gets the same tasks without anyone typing them again. She could keep a second template for pre-sales visits and apply it the same way.