Tour driver and hybrid user profiles and permission sets
Key Takeaway
Agentforce Consumer Goods has no ready-made tour driver or hybrid user profile. Create a profile or clone a Sales Rep user profile. Then assign permission sets: "CGCloud Retail Tour Driver", "CGCloud Retail User" and the offline mobile app permission sets for a tour driver, plus "CGCloud Retail Hybrid User" for a hybrid user.
In Direct Store Delivery (DSD), a tour driver does tour work. A hybrid user does tour work plus retail store visit tasks on the same trip. Agentforce Consumer Goods doesn't ship a ready-made user profile for either persona. You build the profile yourself. Then you grant each persona's access through permission sets and a sync configuration for the offline mobile app.
What a hybrid user adds to tour work
During a delivery visit, a hybrid user can do visit tasks such as store checks, shelf compliance surveys, asset tracking and creating retail orders. The hybrid user does these tasks alongside DSD or van sales work.
Mira drives a delivery route for a dairy company. Her admin first sets her up as a tour driver, so at each store on her tour she does delivery and van sales work. Later, the company wants its drivers to check shelves too. The admin sets Mira up as a hybrid user. On her next trip, Mira still delivers at each stop. During the same delivery visit, she can now also run a store check, complete a shelf compliance survey and track the store's assets.