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Retail Execution at Your Fingertips
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            Create Visits Automatically

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            Create Visits Automatically

            A planning algorithm creates visits based on visit settings. You can create and assign visits to any of your sales reps automatically if you're a manager.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled
            User Permissions Needed
            To create visits automatically:

            CGCloud Sales User

            OR

            CGCloud Retail Sales User AND CGCloud Retail User

            Depending on the customer visit settings, if the planned visit date is different from the actual date, then the system creates multiple visits during the week.

            To avoid duplicates, the automatic visit planning process verifies whether an automatic visit is created for the same day, user, visit template, and customer before creating a visit. If a manually created visit exists for a user and you selected Check Overlap in the visit template, then the system selects the status of the new visit as Unscheduled. The Check Overlap setting validates overlapping visits only during automatic visit planning in the desktop app.

            1. From App Launcher, find and select Visits.
            2. Click Visit Planning.
            3. Select a sales org.
            4. To specify the visit planning week, from the Automatically Call Planning Week calendar, select a date.
            5. Click Generate Visits.
             
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            Salesforce Help | Article