Associating an action plan template with a visit
Key Takeaway
A visit can have only one action plan, but you can reuse one action plan template across many visits. Associating a published template with a visit creates that visit's action plan.
In Agentforce Consumer Goods, an action plan template is a reusable list of tasks that field reps perform at a store. When you associate a template with a visit, the template becomes an action plan for that one visit. The Visit record says which store and when. The action plan says what the field rep does there, so a sales manager doesn't have to add tasks to each visit one by one.
Visits, action plan templates, and action plans
An action plan template holds assessment task definitions and their assessment indicator definitions. An assessment task definition stores the task's name, description, category, and type. Assessment indicator definitions are the metrics to capture.
The Visit record defines which store a field rep visits and when. The action plan defines what the field rep does during that visit.
The action plan is created when you associate the template with the visit. The field rep then sees the list of tasks and the metrics to capture. Because the template already holds the tasks, a sales manager doesn't have to add tasks to the visit one by one.