Running automatic visit planning from the mobile app calendar
Key Takeaway
Running "Automatic Planning" from the visit calendar in the mobile app plans visits for two weeks: the current week and the subsequent week.
Automatic visit planning lets a sales rep fill the visit calendar in the Agentforce Consumer Goods mobile app with one action, instead of placing each visit by hand. Each customer's visit settings decide which customers get a visit and when. Examples of these settings are planning mode, frequency and visit template.
How to run Automatic Planning
To create visits from the mobile app, a user needs either the "CGCloud Sales User" permission or both "CGCloud Retail Sales User" and "CGCloud Retail User".
The screen you start from to open the visit calendar depends on your data model.
If your org uses the Base Data Model...
Start from the User Cockpit or Your Day.
If your org uses the Enhanced Data Model...
Start from the Advanced User Cockpit or Your Day (Adv).
- From your starting screen, tap "Show Visit Calendar". The calendar opens in the weekly view by default.
- Tap the more-actions icon.
- Select Automatic Planning.
- Tap "Plan Visits".