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Set Up and Maintain Retail Execution
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          Einstein Visit Recommendations

          Einstein Visit Recommendations

          Einstein visit recommendations assist sales managers and field representatives in identifying stores for field visits, enhancing efficiency, and maximizing sales opportunities.

          Required Editions

          Available in: Professional, Enterprise, and Unlimited editions where Consumer Goods Cloud is enabled.
          • Create Visit Recommendations
            Einstein Visit Recommendation helps sales managers and field reps determine which stores field reps are to visit. Based on the recommendations Einstein provides, sales managers and field reps can schedule store visits with a single click.
          • Einstein Visit Task Recommendations
            Einstein Visit Task Recommendations help sales managers and field reps determine which tasks can be performed during a visit. You can create a flow that runs your strategy to recommend tasks. You can also write an Apex class and add it in a flow to get task recommendations.
          • Create Visit Recommendations (Consumer Goods - Advanced Data Model)
            Create an app that uses Consumer Goods - Advanced Data Model to generate orders and visit recommendations. Prepare a dataset with the necessary features based on the Consumer Goods - Advanced Data Model, and then deploy the model using Model Manager in Analytics Studio.
           
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