Requesting Einstein visit recommendations
Key Takeaway
Einstein visit recommendations don't appear on their own. You must place a recommendation request, which creates an AI Visit Recommendation Request record that collects the recommended visits.
Einstein visit recommendations suggest which retail stores a field rep should visit and on which days, so sales managers can schedule visits to the right stores at the right time. To get them, a sales manager or field sales rep with the proper permissions places a recommendation request.
How to turn on Einstein Visit Recommendations
Einstein Visit Recommendations must be enabled before anyone can request recommendations. Requesting recommendations is available in Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Agentforce Consumer Goods enabled.
- In Setup, open the Einstein Visit Recommendations page.
- Turn on "Status".