Action Plan Type and target entity for visit execution templates
Key Takeaway
In Agentforce Consumer Goods, an action plan template for store visits uses Action Plan Type Visit Execution and Target Object Visit.
An action plan template is a reusable list of tasks that a sales manager attaches to store visits. The manager doesn't have to add the same activities by hand to each visit. Two fields on the template tie it to visit work: Action Plan Type and Target Object.
What an action plan template is
An action plan template is a reusable framework for scheduling visits where the set of activities stays the same each time. You can create one template and associate it with multiple visits, so the same tasks are reused across stores and visits.
Each template can have a different set of tasks. A company can create several templates, and each one groups tasks that are common across stores.
A beverage company runs two kinds of store visits. For quick weekly stops, one template holds an in-store survey and order placement. For monthly reviews, a second template holds planogram, asset, promotion, and inventory checks. The sales manager associates the weekly template with 40 visits this week, so each of those visits gets the same survey and order tasks without anyone adding them one by one.