Scheduling and ignoring recommended visits
Key Takeaway
When you schedule a recommended visit with the "Store Template" option, a valid action plan template on the store wins. If there is none, a valid one on the store's retail store group is used, and after that a valid one on the account. All tasks from the chosen template are assigned to the visit.
After someone requests visit recommendations in Agentforce Consumer Goods, a sales manager or field rep reviews the resulting AI Visit Recommendations. They can schedule a recommendation as a real store visit with tasks attached. Or they can ignore it if it doesn't match their business needs. When they schedule, the task option they choose decides which tasks the new visit gets.
Where scheduling and ignoring fit
Scheduling and ignoring are the last steps of visit recommendations. First, someone places a recommendation request. For example, they can place it from the "AI Visit Recommendation Requests" tab, the "Retail store" tab, or Salesforce Maps. Then a sales manager or field rep either schedules the visits as recommended or ignores the recommendations.
Scheduling visits from recommendations is available in Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Agentforce Consumer Goods enabled.