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Start and end visit geolocation validation options

Key Takeaway

Each geolocation validation setting on the Visit Template can be None, Error, or Warning. The outside-range flags on the Visit are filled only when the matching setting is Warning.

Geolocation validation checks whether a field user is physically near the store when they start or complete a visit in Agentforce Consumer Goods. You choose how strict the check is on the Visit Template, with one setting for the start of a visit and one for its completion. The allowed distance comes from the Sales Organization, not the Visit Template.

Two Visit Template settings

Two fields on the Visit Template control the check. "Start Visit Geolocation Validation" applies when a user starts a visit. "Complete Visit Geolocation Validation" applies when a user completes a visit. Both compare the user's GPS location with the store's location.

Start Visit Geolocation Validation sits in the Visit Start related section of the Visit Template. Complete Visit Geolocation Validation sits in the General section.

Both fields offer the same three options, but you can set them differently. For example, you can use a strict check at the start of a visit and a softer one at completion.

Salesforce Accredited Agentforce Consumer Goods Professional Study Guide

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Demonstrate knowledge of Consumer Goods Cloud visit planning capabilities.

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