Standard visits versus advanced template-based visits
Key Takeaway
Standard visits and advanced (template-based) visits are both records of the same Visit object. What differs between them is their business logic and their UI layers.
Agentforce Consumer Goods supports two kinds of retail visits: standard visits and advanced visits. Advanced visits are built from visit templates. The two kinds co-exist and share one object. They still differ in where you create them, how the mobile app handles them, and which features they support. Many questions depend on knowing which kind of visit is involved.
Two kinds of visits, one Visit object
Starting with Spring '22, the product added a newer model with advanced business processes alongside the existing one. Advanced visits belong to the new model. Standard visits and advanced visits co-exist, which means one does not replace the other.
Both kinds are based on the same Visit object. What differs is their business logic and their UI layers. Each kind also has its own set of supported features.
Spring '22 added side-by-side advanced versions of several other objects. Unlike those objects, visits did not get a separate advanced object, so an advanced visit is still a record of the Visit object.
Lena, a Salesforce admin, is asked where advanced visits are stored. She looks for a separate advanced visit object and finds none, because visits never got one. Her standard visits and her advanced visits are all records of the Visit object. The two kinds behave differently because each runs its own business logic and UI layers, not because they use different objects.