Templates for advanced business processes
Key Takeaway
Advanced business processes in Agentforce Consumer Goods are created from templates, and template settings apply only to records created from a template. Out-of-the-box GPS tracking also works only for template-based visits, so a visit must be created from a visit template before you can use GPS tracking on it.
In Agentforce Consumer Goods, advanced business processes are built from templates. A template sets the rules and behavior of the records you create from it, including how the Consumer Goods offline mobile app behaves. These template-based processes belong to a newer model that runs side by side with the older standard processes. Because of that split, the model a record belongs to decides which features and settings apply to it.
The newer model from Spring '22
Starting Spring '22, Agentforce Consumer Goods added a newer model next to the existing one. The newer model brought three kinds of changes:
- Harmonized objects: several objects that got new fields
- Side-by-side objects: advanced versions of several objects
- Several new objects
Because of these changes, existing features and new features co-exist.
Use sales org to segregate data and to configure new and advanced business processes. Only the advanced business processes from the newer model support the multi-market feature out of the box.