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Set Up and Maintain Retail Execution
Create Visit Recommendations

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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.

Required Editions

Available in: Professional, Enterprise, and Unlimited editions where Consumer Goods Cloud is enabled.
  • Enable Einstein Visit Recommendation
    Enable Einstein Visit Recommendation so that sales managers and field reps can create visit recommendation requests and schedule visits based on Einstein's recommendations.
  • Set Up Einstein Visit Recommendations
    To set up Einstein Visit Recommendations you can either create a flow strategy or a next best action strategy.
  • Delete Recommendations
    You can automate the processes and the times for deleting recommendations that aren’t accepted or are ignored.
 
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