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Retail Execution at Your Fingertips
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          Get Recommended Visits

          Get Recommended Visits

          Sales managers are responsible for planning and scheduling visits for stores in the territory they manage. To maximize profits and deliver brand value, it’s important to schedule visits to the right stores at the right time. Einstein Recommended Visits employs rules and prediction insights to give a more focused visit recommendation. At a glance, you can identify stores not recently serviced. And with a single click, you can schedule visits to all the stores recommended by Einstein. You can choose to review the list and schedule only the most important visits.

          Required Editions

          Available in Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled.
          • Request a Recommendation
            When you request a visit recommendation, a visit recommendation request gets created, You can see the recommended visits for the selected stores in the related list of the recommendation request.
          • Schedule Visits
            After you requested a recommendation, you can schedule visits as recommended or ignore the recommendations.
           
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          Salesforce Help | Article