A consultant for Northern Trail Outfitters (NTO) retail stores would like to configure inventory checks related to product, that are stocked in the frozen food aisle. What should the consultant do first to ensure the field rep knows that the product is located in the frozen food aisle?
To link an Action Plan to a Visit record, the first step is to create an Action Plan Template by specifying Visit' as the target object and publish it. An Action Plan Template is a template that defines the tasks and steps for an action plan. An action plan is a set of tasks that need to be completed for a specific purpose or goal. A visit is an object that represents a scheduled or unscheduled interaction between a field rep and a retail store. By specifying Visit as the target object, the Action Plan Template can be linked to any visit record that matches the criteria defined in the template. By publishing the template, the Action Plan Template becomes available for use. Verified Reference: [Salesforce Consumer Goods Cloud Implementation Guide], page 25.
Carey
1 months agoDahlia
16 hours agoWava
3 days agoValentin
1 months agoShantell
9 days agoPaulina
22 days agoOsvaldo
1 months agoGertude
2 months agoRikki
5 days agoSkye
6 days agoJovita
14 days agoAllene
28 days agoLeota
29 days agoAlica
1 months agoWade
1 months agoAlexis
1 months agoPansy
2 months agoCherilyn
2 months agoLenna
26 days agoOcie
1 months agoKris
2 months agoLavonda
2 months agoGeorgiana
2 months ago