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Set Up and Maintain Retail Execution
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            Einstein Visit Task Recommendations

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            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.

            Required Editions

            Available in Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled.
            • Create a Flow to Run Your Strategy
              Create a flow to use as a strategy for Einstein Visit Task Recommendations. If sales managers and field reps have varied requirements for activity recommendations, you can create multiple flows. Sales managers and field reps can select the strategy that fits their requirements.
            • Set Up Einstein Visit Task Recommendations Using Apex
              You can use Apex to select a list of visits or visit recommendations that Einstein must provide task recommendations for. You can then create a flow and add the Apex Class as an Action element.
             
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