Partner Visit Management roles and visit workflow
Key Takeaway
Partner Visit Management splits visit work across three roles: admins build reusable tasks and templates, sales managers schedule visits and assign field reps, and field reps carry out the visits on mobile.
Partner Visit Management in Agentforce Manufacturing is how a company plans, runs, and reviews visits to partner locations such as dealers, distributors, and suppliers. Sales managers use partner visits to monitor performance, hold periodic check-ins, run trainings, upsell and cross-sell products, and follow up on sales agreement renewals and warranty expiration. After each visit, managers compare the expected results with the actual results to judge how the partner performed.
The three roles
The workflow splits across three roles:
- Admins create the tasks for visits, set each task's context, define the metrics to capture, and create action plan templates.
- Sales managers create visits, assign field reps, and relate action plans to visits.
- Field reps perform the tasks and capture the metrics during the visit.
Each role works on its own device and layout. Sales managers typically schedule visits on the Salesforce desktop site, with the preconfigured desktop Visit and Generic Visit Task page layouts. Field reps typically perform visits in the Salesforce mobile app, with the preconfigured mobile Visit and Task page layouts.