Visit creation options in the offline mobile app
Key Takeaway
The offline mobile app offers several ways to create a visit. Job list visits can be created only in the weekly calendar view, while impromptu visits can be created in both the daily and weekly calendar views.
Field reps use the Agentforce Consumer Goods offline mobile app to plan the store visits they make each day or week. The app offers several ways to create a visit, such as planning by hand, building visits from job lists or trip lists, and starting from a map or a barcode scan. Each method suits a different situation, so a rep can match the method to the work.
What the app can plan
The offline mobile app creates customer-related visits. The app can also create visits that aren't customer-related, such as a private appointment or a vacation.
The app is available in Lightning Experience in Professional, Enterprise, and Unlimited Editions that have the product enabled.