Loading
Help Agent Performance DegradationRead More
Automotive Cloud
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Visit Dealers and Perform Tasks On the Go

            You are here:

            1. Salesforce Help
            2. Docs
            3. Automotive Cloud

            Visit Dealers and Perform Tasks On the Go

            As an evaluation officer or district sales manager, you’re always on the go and your mobile is the only device you carry. You’re expected to complete multiple visits each day, each with its own set of audit tasks and assessment criteria. Launch the Partner Visits app on your mobile device to check the list of visits for the day. When at a location, you can check the dealer’s details and start the assigned tasks for the visit.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To perform visits: Partner Visit Management permission set
            1. In your Salesforce mobile app, tap Menu | App Launcher | Partner Visits.
            2. Click Visits.
              The list of planned visits appears. You can see all the visits assigned to you for the day.
            3. Filter the list by date, by priority, or by status.
              Note
              Note If your manager has set up maps and addresses, the location of the places to visit are available in the embedded map.
            4. To view the visit's details, tap the required visit.
            5. To open the navigation app and see the location route, click Get Directions.
            6. Navigate to multiple tabs depending on the information you’re looking for.
              A visit’s home page appears, showing this information:
              • Tasks: Shows the list of tasks assigned to you for a particular visit. The tasks are sequenced by your sales manager. If you don’t see any tasks, check whether your manager provided you special instructions by tapping Overview.
              • Notes: Shows notes from previous visits.
              • Overview: Shows all the information that you need about a visit, such as account details, special instructions, previous visits, and previous orders.
            7. Tap the Start Visit button to start a visit and trigger a timer.
            8. Under Tasks, tap each item to explore the task details and related metrics to capture.
              For each task, you can see the associated assessment indicators and any corresponding target values. As you capture the actual values against a task’s assessment indicators, the progress ring shows the task completion. When you finish capturing the values of assessment indicators, the progress ring turns green.
            9. Click Back to return to the list of tasks and select the next task.
            10. To attach a file, under All Files, click Upload Files, and then select the file to attach.
            11. If you want to add your observations, tap New Notes.
            12. After you complete the tasks assigned to your visit, return to the visit’s home page.
            13. Perform a step:
              • If you completed all the tasks that were assigned to you, tap End Visit.
              • If you completed only the mandatory tasks, enter a reason for not completing the optional tasks, and then tap Complete Visit.
              • If you didn’t complete the mandatory tasks, enter a reason for not completing the tasks, and then tap Abandon Visit.
              • If you completed all the tasks that were assigned to you, tap End Visit.
              • If you completed only the mandatory tasks, enter a reason for not completing the optional tasks, and then tap Complete Visit.
              • If you didn’t complete the mandatory tasks, enter a reason for not completing the tasks, and then tap Abandon Visit.

            When you complete the metric specifications for a task, return to the home page to continue other assigned tasks.

             
            Loading
            Salesforce Help | Article