Automatic visit planning modes
Key Takeaway
The planning mode sets where the visit cadence is counted from. Start Week resets to the start week every financial year, Start Week Year stays anchored to the first year's start week, and Last Call & Frequency counts from the last completed visit.
Automatic visit planning in Agentforce Consumer Goods creates customer visits for sales reps on a regular cadence, so reps don't have to book each visit by hand. Each customer gets a customer visit setting. The planning mode in that setting decides how the system counts the weeks between visits.
Customer visit settings
You add customer visit settings from a customer record, in the "Customer Call Settings" related list. Each setting holds these values:
- planning mode: how the system counts the weeks between visits
- frequency: the number of weeks between two automatically planned visits
- start week: the week of the year when automatic planning starts
- management type
- visit template
- time of day
- day of week
- duration
- validity period, set with Valid From and Valid Thru
For example, a frequency of 2 means reps visit the customer once every two weeks.
If the duration is blank, the visit uses the duration defined in the visit template.
For each combination of management type and visit template, only one customer visit setting can be active for a given period.