Retail Store record fields that support visit planning
Key Takeaway
Preferred Visit Hours and Operating Hours are separate fields on a Retail Store. Each one references its own Operating Hours record. The Operating Hours field holds the store's business hours. The Preferred Visit Hours field holds the times when the store manager can meet the delivery person or field rep.
A Retail Store record in Agentforce Consumer Goods holds the details about one store that sales managers need to plan visits and sell products. The record links the store to its account, location, business hours, preferred visit hours, store group and primary contact. The record also holds planning fields such as priority, store type and delivery details. After the record exists, you can create visits for the store and assign them to field reps.
What a Retail Store is
In Agentforce Consumer Goods, a store is a place of business open to the public whose main purpose is to sell retail goods or services onsite. The definition includes showrooms, kiosks, pop-ups and other temporary locations.
To create a store, open "Retail Stores" from the "App Launcher" and click "New".
All visit and order records for a store appear on the store's related list, so the list gives one place to see a store's visit history.