Loading
Feature Disruption - Service Cloud VoiceRead More
Feature degradation | Gmail Email delivery failureRead More
Retail Execution at Your Fingertips
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
            Create Visits by Using Trip Lists

            You are here:

            1. Salesforce Help
            2. Docs
            3. Retail Execution at Your Fingertips

            Create Visits by Using Trip Lists

            You can plan visits in automatic mode according to a customer sequence in the trip list. Depending on the trip list customer setting, you can plan multiple visits for a customer during a day.

            Required Editions

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

            CGCloud Sales User

            OR

            CGCloud Retail Sales User AND CGCloud Retail User

            The types of trip lists are:

            • Daily Trip List: The system creates calls for a date according to the customers' sequence in the trip list.
            • Weekly Trip List: The system creates calls for a week according to the day of the week according to the customers' sequence in the trip list.
            1. From the App Launcher, find and select Visits.
            2. Click Trip List Planning.
            3. Enter the trip list name, type, visit creation date, and sales org details.
            4. Click Search.
            5. From the list, select a trip list and then click Generate Visits.
             
            Loading
            Salesforce Help | Article