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

To associate an Action Plan with a Visit record in Consumer Goods Cloud, a foundational configuration step is required. You must first create an Action Plan Template and explicitly define the 'Visit' object as its 'Target Object'. This configuration tells the system that action plans derived from this template are intended to be used with Visit records. After defining the tasks and other attributes, the template must be published to make it active and available for use by sales representatives during their visit planning and execution.

A. Create an Action Plan based on the template where the template owners are the Sales Reps.

Ownership of the template does not determine its linkability to an object. The 'Target Object' field on the template is the sole determinant for this association.

C. Activate the Visit to generate Action Plan Tasks.

Activating a Visit is a subsequent action that occurs after an Action Plan has already been linked to it. This status change often triggers the generation of tasks from the associated plan.

D. Activate the Action Plan.

Activating the Action Plan is a step in the execution lifecycle of the plan itself, which happens after it has been created and linked to the target Visit record.

1. Salesforce Help: Action Plans in Consumer Goods Cloud

Section: Action Plans in Consumer Goods Cloud

Content: "You can associate an action plan with a visit to ensure that the field rep completes all the required tasks during the visit. To associate an action plan with a visit, create an action plan template and select Visit as the target object." This directly confirms that setting 'Visit' as the target object on the template is the required step.

2. Salesforce Help: Create Action Plan Templates

Section: Create Action Plan Templates

Content: "In the Target Object field, select the object on which to run action plans that are based on the template." This document outlines the standard procedure for creating templates and highlights the critical role of the 'Target Object' field in determining where the template can be applied.