Duplicate prevention and manual-visit conflicts in automatic planning
Key Takeaway
Automatic visit planning won't create a duplicate of an existing automatic visit. But if the user already has an overlapping manually created visit in Planned state and the visit template has "Check Overlap" selected, the new visit is created with the status Unscheduled.
Automatic visit planning in Agentforce Consumer Goods uses a planning algorithm to create visits for sales reps from customer visit settings. Before it creates a visit, it checks for an existing automatic visit so it doesn't create a duplicate. Manually created visits follow a separate rule, which the visit template's Check Overlap setting controls. The two rules look at different things and lead to different results.
What automatic visit planning does
Automatic visit planning lets a manager create visits and assign them to sales reps. A planning algorithm builds the visits from customer visit settings.
For each combination of management type and visit template, only one customer visit setting can be active for a period.