Advanced visit GPS tracking, status values and visibility
Key Takeaway
The maximum distance a rep may be from a store to start or complete an advanced visit is set on the Sales Organization record, in "Geolocation Distance" and "Distance Unit". It is not set on the Visit Template. The Visit Template decides how strictly that distance is enforced, with None, Error or Warning.
Advanced visits are visits created from Visit Templates in Agentforce Consumer Goods. Out-of-the-box GPS tracking works only for these template-based visits. Settings on two records work together. The Visit Template decides when the app records a user's location and time, and how strictly a user must be near the store. The Sales Organization record decides how near is near enough. The Visit record stores the captured times, locations and outside-range flags. Account assignment controls who can see each advanced visit.
Advanced visits and standard visits
Standard visits and advanced visits use the same Visit object, but they have different business logic and UI layers. Advanced visits are created from Visit Templates and can handle different visit types.
| Advanced visits | Standard visits | |
|---|---|---|
| Where users create them | Users plan them, and create ad hoc ones, in the Consumer Goods offline mobile app | Created in the online Consumer Goods app, and can be synced to the Consumer Goods offline mobile app for viewing |
| Out-of-the-box GPS tracking | Yes, because they are template-based | No |
| Action plans | Can't be assigned | Can be assigned |