Visit

A visit is an act where a field rep goes to a retail store and performs certain tasks.

Available in Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled.

Visit Preparation
Plan your sales reps' store visits in detail to help improve their performance.
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.
Create Visits
A visit is an act where a field rep goes to a retail store and performs certain tasks.
Create Visits Using Salesforce Maps
You can also create visits using Salesforce Maps.
Visits: Points to Consider
Points to consider when you create visits.

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