Field reps and visitors can execute visits from both their desktop and mobile. With
single clicks and easy-to-fill questionnaires, they can quickly capture metrics, record
comments, and complete tasks, from a workstation between appointments or from a phone in the
field.
Required Editions
Available in: Enterprise, Unlimited, and Developer
Editions.
Salesforce doesn't ship a default desktop record page for the Field Rep or Visitor profile.
To let field reps and visitors execute visits on desktop, an admin creates a Visit record page
in the Lightning App Builder and assigns it to those profiles. For more details on on setting
up a Visit record page, see Create and Configure Lightning Experience Record
Pages.
From the Components pane, drag these Automotive Cloud components onto the page.
Visit Overview: Shows key visit information, such as Account Name, Planned Start Time, and
Visit Priority, so reps can scan a visit at a glance.
Visit Actions: Shows actions to start and end a visit, and an action that opens the
navigation app.
Visit Map: If addresses and maps are enabled, shows the visit location on an embedded
map.
Visit Task List: Shows the tasks related to the visit and indicates whether each task is
mandatory. A progress ring next to each task changes color based on the task's status.
Visit List: Shows in-progress and upcoming visits so reps can plan their day.
Assign the page to the Field Rep and Visitor profiles for the Lightning Experience and any
apps where these users execute visits.
The default mobile Visit page layout has these predefined tabs:
Visit List
Shows a list of in-progress and upcoming visits when the field rep starts the day.
Evaluation officers can scan through the most important information, such as Account Name,
Planned Start Time, and Visit Priority.
Visit Map
If addresses and maps are enabled, shows the visit location on an embedded map.
Visit Actions
Shows actions to start and end a visit, and an action that redirects a rep to the
navigation app on the mobile device.
Visit Task List
Shows the list of tasks related to a visit and specifies whether a task is mandatory. A
progress ring beside each task changes color based on the status of a task: started, in
progress, or completed.
The default mobile Task page layout has these predefined tabs:
Details
Shows key details, such as the name of the task, task status,
related context records, and whether the task is mandatory.
Assessment Indicator Definitions
Shows the list of all assessment
indicator definitions related to the task as a questionnaire.
Expected Values and Actual Values
Shows the expected or target value for
each assessment indicator definition. Has a section for reps to record actual metric
values.
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