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Trailhead

Set Up Advanced Activity Management in Consumer Goods Cloud

Salesforce via Trailhead

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Overview

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Configure field activities to optimize retail audits and surveys.
  • Optimize field activities to achieve sales targets.
  • Configure activities, products, and users to streamline store audits and product surveys.

Syllabus

  • Advanced Activity Management Basics in Consumer Goods Cloud
    • Get Started with Advanced Activity Management
    • Explore Prerequisites, Data Models, and Implementation
    • Explore Job and Activity Templates
    • Explore Activities
  • Advanced Activity Management Setup in Consumer Goods Cloud
    • Set Up Job Definition Templates
    • Create Activity Templates and Activities
    • Determine Products for Product Surveys
    • Configure Users

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