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Set Up and Maintain Retail Execution
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            Time, Location Tracking, and Geofencing Configurations for Consumer Goods Cloud Visits

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            Time, Location Tracking, and Geofencing Configurations for Consumer Goods Cloud Visits

            Configure the Visit Template and Sales Organization objects to enable geofencing and time tracking of visits. Use the Visit object fields to capture the user’s time and location, and to identify visits that start or complete outside the geofencing range.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            Field Description Object Object Section Comments
            Capture Time and Geolocation
            Location Capture at Start Captures the GPS location of the user at the start of a visit. Visit Template Capture Time and Location —
            Location Capture at Complete Captures the GPS location of the user at the completion of a visit. Visit Template Capture Time and Location —
            Location Capture at Cancel Captures the GPS location of the user at the time of cancellation of a visit. Visit Template Capture Time and Location —
            Capture Proceeding Time Captures the start and end time of a visit. Visit Template Capture Time and Location —
            Set Geofence Range
            Distance Unit Defines the unit of measurement, for example, kilometers or miles, for geolocation distance. You can also define the distance in decimals. For example, 0.1 miles. Sales Organization Identification —
            Geolocation Distance Specifies the acceptable geolocation range within which users can start or complete a visit. Sales Organization Identification
            • All fields in Sales Organisation are usually cached on the Consumer Goods Cloud offline mobile app. To consider the modified values for Geolocation Distance on the Consumer Goods Cloud offline mobile app, users must restart the mobile app.
            • If Geofence Distance is left blank, the Consumer Goods Cloud offline mobile app considers the Geofence Distance as 0. In such cases, when Geofence Distance is 0 and ‌geofencing validation is set to Error, the user must be in the exact store location.
            Validate Geolocation
            Start Visit Geolocation Validation Determines the type of geolocation validation when a user starts a visit. Based on the validation options (None, Error, or Warning), the Consumer Goods Cloud offline mobile app triggers a response for the user. The validation is based on a comparison between the user’s GPS location and the store’s location. Visit Template Visit Start related

            The validation options control how strictly ‌geolocation validation is enforced.

            • None: No geolocation validation is applied. Users can start or finish visits from any place. This option retains the current behavior where geolocation validation isn’t enforced.
            • Error: Users can start or complete the visit only if they’re physically present within the geofence range of the store. If they're outside the range, an error message prevents them from continuing the visit. The only exception is when the GPS coordinates in the account are missing. If the coordinates are missing, the app handles this situation as a warning.
            • Warning: The app informs users if they’re outside the specified geofence range but can still start or complete a visit. The option works when the user’s mobile device location is wrong or unavailable. The location can be unavailable when location services aren’t turned on, when users don't have a signal, or when the store doesn’t have GPS coordinates. If the user starts or completes the visit outside the range, the app enables the Visit Start Outside Range or Visit Completed Outside Range fields in the Visit object.
            End Visit Geolocation Validation Determines the geolocation validation type when a user completes a visit. Based on the validation type (None, Error, or Warning), the Consumer Goods Cloud offline mobile app triggers a response for the user. The validation is based on a comparison between the user’s GPS location and the store’s location. Visit Template Visit Start related
            Track Visit Time and Location
            Start Geolocation Captures the user’s GPS location at the start of a visit. Visit Mobility Details Location Capture at Start must be enabled for this field to be populated.
            Geolocation Captures the user’s GPS location at the visit’s completion. Visit Mobility Details Location Capture at Complete must be enabled for this field to be populated.
            Actual Start Time Captures the time when a user starts a visit. Visit Mobility Details Capture Proceeding Time must be enabled for this field to be populated.
            Actual End time Captures the time when a user completes a. Visit Mobility Details Capture Proceeding Time must be enabled for this field to be populated.
            Track Visits Outside Geofencing Range
            Visit Start Outside Range Indicates if the user started the visit outside the permissible range between the GPS location and the store’s geolocation. Visit Mobility Details Start Visit Geolocation Validation must be set to Warning.
            Visit Completed Outsid​​e Range Indicates if the user completed the visit outside the permissible range between the GPS location and the store’s geolocation. Visit Mobility Details End Visit Geolocation Validation must be set to Warning.
             
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