Create an Agent from Retail Execution Visit Assistant Template
Deploy the AI-powered Retail Execution Visit Assistant by using the template in the
Consumer Goods Cloud. This agent provides comprehensive account insights, helping you
analyze performance, summarize visits, track compliance, and identify upsell opportunities
for better decision-making and sales strategies.
Required Editions
Available in: Lightning Experience
Available in: Agentforce 1, Einstein 1, Enterprise, and
Unlimited editions with Consumer Goods
Cloud Retail Execution and Agentforce for Consumer Goods Cloud add-on
licenses.
Ensure that your org has installed the Consumer Goods Cloud Spring ’26 managed
package.
If you’ve upgraded to the Consumer Goods Cloud Spring ’26 managed package,
upload the System_Setting_-_NEW_260.csv static resource
file to get the custom system setting. See Additional Steps to Upgrade Managed Packages
to Spring ’26.
Steps to create an agent:
Use the Retail Execution Visit Assistant template and refer to the standard
Agentforce agent creation process to create an agent. See Create an Agent from a Template.
Important While you can customize the agent's topics and instructions,
test any changes thoroughly before implementation.
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