For the Agentforce Consumer Goods visit-execution model, the appropriate Action Plan Type is Visit Execution. Action Plan Templates provide reusable collections of activities that field representatives repeatedly perform during visits to retail stores.
Salesforce ' s Consumer Goods data-model training identifies Visit Execution as the Action Plan Type used for Retail Execution templates and Visit as the Target Object. The template can then contain tasks such as inventory checks, planogram checks, promotion checks, asset checks, surveys, order-related activities, and other recurring work.
The Action Plan Template separates reusable task configuration from individual Visit records. Administrators define the common activities once, establish their order and mandatory status, and then associate the template with multiple visits. When the template is applied, Salesforce creates the necessary visit-level tasks so the field representative receives a consistent execution workflow.
This approach is particularly important in consumer goods organizations where representatives may perform essentially the same merchandising, inventory, promotion, order, and compliance activities across hundreds or thousands of stores. Visit Execution provides the action-plan classification aligned with that Retail Execution business process.
Study Guide Topics:Visit Planning - > Action Plan Template - > Visit Execution - > Visit Target Object - > Assessment Tasks
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