Retail Playbook for Store Plan
A guided playbook for planning and managing store operations.
0 installs
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v3.5.2
Scoped Application
Free
Developer Instance
Sub-Production
Install Trend
First tracked: 2026-03-13
Latest: 2026-09-09 (0 installs)
View Install Data
| Date | Install Count | Change |
|---|---|---|
| 2026-09-09 | 0 | - |
About
The Retail Playbook for Store Plan enables headquarters (HQ) and regional managers to create structured operational plans with tasks and cases, linked to store locations and schedules.
Key Features
- Retail Store Plan provides a centralized way to plan, schedule, manage and track operational work across multiple stores. It gives headquarters and regional teams full visibility into planned activities while simplifying execution for store teams.
- The HQ Communications playbook enables business users define plan details, including HQ and store cases, tasks, and questionnaires. They can select target stores and a schedule then let the system generate the corresponding records automatically.
Version History (10)
v3.5.2
2026-08-07 19:13:38
Fixed: Store Plan Playbook now correctly creates the Work Plan record on the PWM Activity Definition when "Save and Continue" is selected.
v3.4.0
2026-06-16 16:50:48
New
Integrating questionnaire results UIB page opened via related list query.  ...
v3.3.1
2026-08-07 19:14:03
Fixed: Store Plan Playbook now correctly creates the Work Plan record on the PWM Activity Definition when "Save and Continue" is selected.
v3.3.0
2026-06-16 16:50:33
New
Integrating questionnaire results UI Builder(UIB) page opened via related list query. ...
v3.0.0
2026-05-05 17:32:20
New
Added demo data for published HQ Communications store plan
v2.2.0
2026-05-05 14:51:59
New
Added demo data for the published HQ Communication store plan
v2.1.1
2026-04-09 15:18:52
Fixed: Resolved issue with the cancel button in the Plan Summary schedule during HQ Communications playbook configuration.
v2.1.0
2026-03-12 15:49:29
New
A playbook enabling HQ agent and manager to create HQ Communications store plans.
v2.0.1
2026-04-09 15:18:50
Fixed: Resolved issue with the cancel button in the Plan Summary schedule during HQ communications playbook configuration.
v2.0.0
2026-03-12 15:49:40
New
A playbook enabling HQ agent and manager to create HQ Communications store plans.
ID: 7404dcc22b5d221064c6f9806e91bm85 · Published: Aug 2026 · Updated: Sep 09, 2026