Visit object key fields and lookups
Key Takeaway
In Agentforce Consumer Goods, the Place field on a Visit record must reference a Retail Store record, so you can associate a visit only with a store.
The Visit object stores each store visit that a field rep carries out in Agentforce Consumer Goods. Its key fields record where the visit happens and who makes it. They also record when the visit is planned, when it actually happens, and how it is going. Other records, such as action plans and Retail Visit KPIs, link back to the visit to define the work and capture the results.
What a Visit record defines
The Visit object stores information about each visit a field rep executes. A Visit record defines which store the rep visits and when. The work itself is defined elsewhere: action plans and assessment tasks define what the rep does during the visit.