---
schema_version: "1"
id: c6dede52f06cb770a250182782adecb33daf7a585e4efe70b0942f1320558e74
title: Determine the Tasks to Perform During a Dealer Visit
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_action_plan_visit.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_action_plan_visit.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a80c05e16859c9a3ae38456aa263a130ab048fd75348003e0167076675302c35
description: Relate an action plan to a visit to connect an action plan template with the visit. An action plan template contains the tasks and the task's related assessment indicators. When an action plan template is related to a Visit record, the tasks and the related indicators within the template are automatically related to the visit.
products:
  - Automotive
release: "264"
---
# Determine the Tasks to Perform During a Dealer Visit

Relate an action plan to a visit to connect an action plan template with the visit. An action plan template contains the tasks and the task's related assessment indicators. When an action plan template is related to a Visit record, the tasks and the related indicators within the template are automatically related to the visit.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d48373e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d48373e63 ">To create action plans:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d48373e63 ">
              <ul>
                <li>Partner Visit Management permission set</li>

                <li>Create access on Visit and Action Plan Template</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

1. From the App Launcher, find and select **Visits**.
2. Select the required visit.
3. On the Related tab of the visit, under Action Plan click **New Plan**. Or, if the admin has added the Action Plan List card to the Visit page layout, click **New Plan**.
4. Enter a name for the action plan.
5. Search for and select a published action plan template to assign to the visit.
6. Select a start date for the template-Visit record relation.
7. Click **Next**.
8. Review the tasks that are related to the template, and then save your changes.