Delivery Task object and action plan templates
Key Takeaway
A delivery task doesn't hold the products itself. It links to shipments, and each shipment lists the products to deliver as ProductTransfer records.
In Direct Store Delivery, a delivery task defines which products must be delivered to a store during a visit. A sales manager adds the delivery task to an action plan template. When that template is applied to a visit, Salesforce creates a Delivery Task record. You then link that record to shipments that list the products to deliver.
What the Delivery Task object is
The Delivery Task object (API name DeliveryTask) stores the delivery tasks that sales managers add in an action plan template. Its records represent delivery tasks performed at a store.
Delivery tasks are stored differently from assessment tasks. Assessment tasks use two objects: the activity a sales manager defines is an Assessment Task Definition record, and the work a rep actually does is an Assessment Task record. Unlike that, the delivery task a manager adds to a template is stored directly in the Delivery Task object.