Considerations before creating a store visit
Key Takeaway
Before you create a visit for a retail store, associate store KPIs and products with that store.
A store visit in Agentforce Consumer Goods is a Visit record that schedules a field rep to go to a retail store and do work there. Before you create one, the store needs its store KPIs and products associated with it. You also plan the visit's timing, priority and instructions.
Store setup before a visit
A visit can be associated only to a store. The Visit object's Place field holds the store. In general, the Place field can reference a location, an address or a retail store. For Agentforce Consumer Goods, the Place field must reference a Retail Store record.
Before you create a visit for a store, make sure you have associated store KPIs and products with that store.
Mei is a sales manager. A new grocery store, Hillside Foods, has just been added as a Retail Store record. Before she schedules its first visit, she checks that store KPIs are associated with Hillside Foods, such as a target for shelf space. She also checks that the products the store carries are associated with it. Then she creates the Visit record and sets the Place field to the Hillside Foods Retail Store record. An address alone would not work here, because for Agentforce Consumer Goods the Place field must reference a Retail Store record.