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Question 61 - Certified Consumer Goods Cloud Accredited Professional discussion

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Which step is required to link an Action Plan to a Visit record?

A.
Create an Action Plan based on the template where the template owners are the Sales Reps.
Answers
A.
Create an Action Plan based on the template where the template owners are the Sales Reps.
B.
Create an Action Plan Template by specifying Visit' as the target object and publish it.
Answers
B.
Create an Action Plan Template by specifying Visit' as the target object and publish it.
C.
Activate the Visit to generate Action Plan Tasks.
Answers
C.
Activate the Visit to generate Action Plan Tasks.
D.
Activate the Action Plan.
Answers
D.
Activate the Action Plan.
Suggested answer: B

Explanation:

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.

asked 23/09/2024
Adrien BARDE
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