High-Level Workflow for Visit Management in Automotive Cloud

Salesforce Admin Workflow

1. Create tasks that field reps must perform at a visit. See Create Tasks for Dealer Visits.
2. Specify the parameters to capture the performance or compliance metrics. See Assess Dealer Visits with Metrics.
3. Associate other Salesforce records with tasks to make the visits more meaningful. See Add Context for Tasks Performed During Dealer Visits.
4. Compare expected and actual values for the metrics captured for a particular task. See Create Dealer Visit Key Performance Indicators.
5. Create an action plan template to capture the frequently performed tasks. See Create an Action Plan Template for Dealer Visits.

Sales Manager Workflow

1. Create a visit and assign a field rep. See Create a Dealer Visit.
2. Relate an action plan to a visit. See Determine the Tasks to Perform During a Dealer Visit.
3. After a field rep completes their visit, view completed tasks and track the captured metrics.

Field Rep Workflow

Start a visit by using the Partner Visits app on your mobile device. Check visit details, perform tasks, capture metrics, and take notes. See Visit Dealers and Perform Tasks On the Go.