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Retail Execution at Your Fingertips
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            Visit Execution

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            3. Retail Execution at Your Fingertips

            Visit Execution

            Execute visits by performing tasks such as check inventory, product placement, and in-store promotions. Or you take orders to restock the inventory or upsell your company’s other product offerings. You conduct surveys to gather feedback from store staff and customers.

            Required Editions

            Available in Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled.
            Note
            Note Check out this feature in Salesforce Go! Explore more content and discover related features. See Discover and Set Up Features With Salesforce Go.

            Use one of these apps to execute your visits:

            • Consumer Goods Visit Execution App
            • Consumer Goods Mobile App
            • Consumer Goods Cloud Offline Mobile App
            • Consumer Goods Visit Execution App
              The new Consumer Goods Visit Execution app lets your reps perform all visit execution tasks without physically visiting stores. You can access all visit execution mobile capabilities on a desktop to monitor and engage your stores virtually. You can’t scan a product in the app. Also, for the Place Order task, the Confirm button is disabled.
            • Consumer Goods Mobile App
              The Salesforce Consumer Goods mobile app helps you stay organized while you juggle your tasks. The app provides an aggregated view of the most relevant, actionable information on your mobile device without logging into multiple systems. You can focus on the tasks at hand each day, view key information for each visit, and take notes on the fly within the context of your tasks.
            • Getting Started with the Consumer Goods Cloud Offline Mobile App
              The Consumer Goods Cloud offline mobile app lets you record data while executing visits even when you’re offline. You can sync your mobile device with data from Salesforce anytime you want. Data that you enter on your device is uploaded to Salesforce during background sync.
             
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