---
schema_version: "1"
id: ef8296548f38ad8e4d7d6a499df81b661dd66d3c767ce4a090764bf2589b82d4
title: Create 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_create_dealer_visits.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_create_dealer_visits.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 291db2aa62121427b5f16ef7dff203cd0bea6bb57ab1ff2daef1480e3048acda
description: Create a visit and assign an evaluation officer or district manager to the intended visit location, such as a dealer showroom, an office, or a warehouse. Provide an expected date and time for the visit and additional instructions if necessary.
products:
  - Automotive
release: "264"
---
# Create a Dealer Visit

Create a visit and assign an evaluation officer or district manager to the intended visit location, such as a dealer showroom, an office, or a warehouse. Provide an expected date and time for the visit and additional instructions if necessary.

### 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="d104576e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d104576e63 ">To create visits:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d104576e63 ">
              <ul>
                <li>Partner Visit Management permission set</li>

                <li>Create access on Visit</li>

              </ul>
            </td>

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

1. From the App Launcher, find and select **Visits**.
2. Click **New**.
3. Click the down arrow for Place, select **Locations** or **Addresses**, and then select the required record.
4. For Visit Priority, select an option:
    - High
    - Medium
    - Low
5. Select the account of the dealer.
6. Enter the start date, the end date, and the time.
    
    The actual time can vary based on the real-time activity of the field rep.
7. For Context, select one of the following type of records.
    - Sales Agreement
    - Advanced Account Forecast Set Use
    - Advanced Account Forecast Set Partner
    - Account Manager Targets
    - Manufacturing Program
    - Vehicle
    - Rebate Program
8. Provide special instructions to the evaluation officer, if necessary.
    
    For example, sales managers can ask an officer to request feedback on a new product while at a dealer’s location.
9. Click the down arrow for Visitor, select **People**, and then select an evaluation officer.
10. Save your changes.
    
    ![A visit record.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-automotive-264-0-0-production-enus/55098325-b838-4fed-9e79-8cfa2d7b33a3/automotive/images/auto_visits_visit.png)