Custom task assignment and visibility on a rep's visit
Key Takeaway
A field rep sees a custom task only after its assessment task definition is added to an action plan template and that template is assigned to the rep's visit.
A custom task is a visit task that a manager creates for a business need the standard task types don't cover. For example, a manager might want reps to record maintenance on a refrigerator placed in a store to boost beverage sales. In Agentforce Consumer Goods, creating the task isn't enough, because a field rep sees a custom task only when it is assigned to that rep's visit. Knowing how tasks reach a visit tells you whether a rep will see one.
What a custom task is
Agentforce Consumer Goods provides five assessment task types:
- Inventory Check
- Planogram Check
- Promotion Check
- Order Creation
- In-Store Survey
You use a sixth type, Other, to create a custom task, so field reps can capture data the provided types can't capture.
A custom task is built as an assessment task definition whose type is Other.