Creating store visits and attaching action plan templates
Key Takeaway
Assigning a published action plan template to a visit automatically creates three sets of records. Salesforce creates assessment tasks from the template's Assessment Task Definitions, Retail Visit KPI records based on Retail Store KPI records, and delivery task records.
A visit is a record of a field rep's trip to a retail store: where the rep goes, who goes, and when. An action plan template is a reusable list of tasks and flows that you attach to a visit to define what the rep does there. A sales manager sets up the store work once in a template and then applies it to many visits.
Visit records
The Visit object stores each visit a field rep makes. Its key fields are:
| Field | What it holds |
|---|---|
| Place | The store the rep visits. In Agentforce Consumer Goods, Place must reference a Retail Store record. |
| Visitor | The field rep. Currently only the User object is supported. |
| Planned Start and End Time | When the rep is expected to start and finish. Route planning uses these times along with the store's operating hours. |
| Actual Start and End Time | When the rep really starts and finishes. These times can differ from the planned times. |
| Visit Priority | A picklist with high, medium or low values, so the rep can plan the day. |
| Special Instructions | A text field for manager guidance that isn't part of the action plan, such as a note to follow up on items from a previous visit. |
| Status | Planned, In Progress, Abandoned or Completed. |