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Partner Visit Management enablement and user setup

Key Takeaway

Turn on Partner Visit Management in Setup. Then give each user one of two permission set combinations: "Partner Visit Management" and "Action Plans", or "Industries Visits" and "Action Plans".

Partner Visit Management is an Agentforce Manufacturing feature for visits by field reps to partner and distributor locations. Sales managers plan the visits. Field reps carry them out on their mobile devices. Setup has two core steps: turn the feature on in Setup, then assign users the right permission sets.

What Partner Visit Management does

With Partner Visit Management, sales managers schedule visits to partner and distributor locations. Teams use these visits to:

  • Monitor performance
  • Hold periodic check-ins
  • Run trainings
  • Upsell and cross-sell products
  • Follow up on sales agreement renewals and warranty expirations

Partner Visit Management is available in Lightning Experience, in Enterprise, Unlimited, and Developer Editions.

Salesforce Accredited Agentforce Manufacturing Professional Study Guide

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