Loading
Feature Disruption - Service Cloud VoiceRead More
Feature degradation | Gmail Email delivery failureRead More
Set Up and Maintain Retail Execution
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
            Start and End of Tour Activities

            You are here:

            1. Salesforce Help
            2. Docs
            3. Set Up and Maintain Retail Execution

            Start and End of Tour Activities

            Drivers perform various activities at the start and the end of the tour. You can define the start and the end of tour activities based on the tour usage. Use tour templates to configure the list of activities at the start and the end of the tour. The driver performs the start and the end of the tour activities on the Consumer Goods Cloud offline mobile app.

            Required Editions

            Available in: Lightning Experience in Performance, Enterprise, and Unlimited Editions with Consumer Goods Cloud enabled
            Important
            Important To perform the start and the end of the tour activities on the Consumer Goods offline mobile app, you must assign the ‘CG Cloud Tour Driver’ and ‘Direct Store Delivery for Consumer Goods Offline Mobile App’ permission sets to the delivery driver.

            Drivers perform these activities at the start of the tour:

            • Check assignments, review, creat, or adjust tours
            • Vehicle and safety checks
            • Time and GPS tracking
            • Truck inventory check-out from the warehouse
            • Cash check-out (optional)

            Drivers perform these activities at the time of delivery or the end of the tour:

            • Deliver goods
            • Perform cash and truckload check-in
            • Merchandise activities such as manage replenishment orders, returns, or empties
            • Verify product or cash difference
            • Perform inventory audits
            • Perform vehicle and safety checks
            • Measure Time
            • Perform presettlement
             
            Loading
            Salesforce Help | Article