Delivery task shipments and product transfers
Key Takeaway
Products to deliver are added as product transfer records on a shipment that is linked to the delivery task.
In Direct Store Delivery, a delivery task is the delivery job a driver completes during a store visit. To tell the driver which products to drop off, you link the delivery task to shipments. You then add the products to each shipment as product transfer records.
Where delivery tasks come from
Sales managers add delivery tasks to an action plan template. When you assign the action plan template to a visit, the delivery task records are created.
Each delivery task is stored as a record in the Delivery Task object (API name DeliveryTask).