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Starting and ending a delivery visit within a tour

Key Takeaway

In a tour, the driver must always start each delivery visit explicitly, from the Tour Cockpit or the Delivery Cockpit, which changes the visit from Planned to In Progress.

In Direct Store Delivery, a tour driver runs a tour of store visits from the Agentforce Consumer Goods offline mobile app. The driver must start each delivery visit before delivering and end it after the work is done. Starting and ending a visit is how the app records start and end times, locks the finished visit, and syncs the results to Salesforce.

Tour-based visits always need an explicit start

In tour-based visits, the driver must always start each visit explicitly, whatever the Visit Start related settings in the Visit Template say.

Retail visits work differently. In a retail visit, the "Start Visit" option appears only when "Start Visit Required to Check In" is turned on in the Visit Template.

Salesforce Accredited Agentforce Consumer Goods Professional Study Guide

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