Enabling Einstein Visit Recommendations: licenses, permissions and setup
Key Takeaway
Turning on Einstein Visit Recommendations in Setup requires the "Customize Application" permission. Visit and task recommendations also require the Lightning Retail Execution Plus license.
Einstein Visit Recommendations suggest which stores field reps should visit each day within a planning window, so sales managers can focus limited rep hours on the right stores. Turning the feature on takes three things: the right license and permissions, the "Status" toggle in Setup, and a choice between rules-based and AI model-based recommendations.
Where visit recommendations fit
Visit recommendations are part of Retail Activity Optimization (RAO) in Einstein for Agentforce Consumer Goods. Two features with similar names do different jobs. Einstein Visit Recommendations tell a manager which stores to focus on. Einstein Visit Task Recommendation tells a manager which tasks are worth doing during a store visit.
Picture a rep, Dana, who covers 30 stores and has time for 6 visits on Tuesday. Choosing which 6 stores deserve her time is the job of Einstein Visit Recommendations. Choosing which tasks are worth doing inside each of those stores is the job of Einstein Visit Task Recommendation.