StoreActionPlanTemplate and template-to-store association
Key Takeaway
StoreActionPlanTemplate associates an action plan template with a retail store. Store-template-based task assignment relies on that association.
An action plan template is a reusable set of tasks that field reps carry out during store visits, so sales managers don't have to add tasks one by one for every visit. In Agentforce Consumer Goods, the StoreActionPlanTemplate object associates an action plan template with a retail store. When you schedule visits, you can choose to assign tasks from a store template, and that choice relies on the template-to-store association.
What an action plan template holds
An action plan template is a framework for reusing tasks across stores and visits. Its defining attributes are Name, Description, Action Plan Type, Target Object, and Template Owner.
In Agentforce Consumer Goods, the Action Plan Type of an action plan template is always Visit Execution. A template for store visit tasks, for example, uses Visit as its Target Object.
The template side of the data model uses four standard objects:
- Action Plan Template
- Action Plan Template Version
- Action Plan Template Item
- Action Plan Template Value
Each Action Plan Template Item refers to a task definition, which is an Assessment Task Definition record. Is Required marks the task as mandatory. Display Order sets the task's position in the list.
One action plan template can hold more than one item with the same assessment task definition. A company can also build several action plan templates, each grouping tasks that are common across stores.
Priya manages field reps for a snack brand. She builds a template called Weekly Restock with an order task and a feedback survey for store staff. She builds a second template called Quarterly Audit with two inventory checks that use the same assessment task definition: one for granola bars on the main shelf and one for trail mix at the checkout counter. She sets Is Required on the granola bar check and gives it Display Order 1, so field reps see it first and can't skip it.