--- schema_version: "1" id: 175282dab7158a15ef44fa713c2893567bde1d7f8abb92111a0bf1a490a0e3a1 title: High-Level Workflow for Visit Management in Automotive Cloud collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_visits_data_model.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_visits_data_model.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 458e6764dd3863f6932b8d0967522374901bb373761b2c3f24fe189670e3e662 description: Review the high-level procedure to set up and manage visits in Automotive Cloud. products: - Automotive release: "264" --- # High-Level Workflow for Visit Management in Automotive Cloud Review the high-level procedure to set up and manage visits in Automotive Cloud. ### Required Editions
Available in: Enterprise, Unlimited, and Developer Editions
![The workflow of the Partner Visit Management feature in Automotive Cloud](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-automotive-264-0-0-production-enus/55098325-b838-4fed-9e79-8cfa2d7b33a3/automotive/images/auto_visits_workflow.png) ## Salesforce Admin Workflow 1. Create tasks that field reps must perform at a visit. See [Create Tasks for Dealer Visits](https://help.salesforce.com/s/articleView?id=ind.auto_create_a_visit_task.htm&release=264.0.0&type=5 "Create tasks for district managers and evaluation officers to perform during dealer visits. For example, the officer can check on the ongoing promotions at the dealer showrooms, discuss monthly targets or incentives with the dealer representatives, and upsell spare parts or accessories. The information and metrics collected by evaluation officers during these tasks provide helpful insights into dealer performance. Sales managers can define their own tasks and associate their own assessment indicators with the tasks to capture key business and performance metrics."). 2. Specify the parameters to capture the performance or compliance metrics. See [Assess Dealer Visits with Metrics](https://help.salesforce.com/s/articleView?id=ind.auto_assessment_indicators.htm&release=264.0.0&type=5 "Sales managers can relate Assessment Indicator Definition records to visit tasks to measure a dealer’s performance or compliance. Each task performed during a visit can be assessed based on different parameters or metrics. For example, a sales manager can create a numeric assessment indicator, Number of Vehicle Repairs, to count the number of vehicle repair jobs completed by a service dealer in the previous month. Or, the manager can create a date-time indicator, to capture the last date that the dealer participated in a product knowledge training."). 3. Associate other Salesforce records with tasks to make the visits more meaningful. See [Add Context for Tasks Performed During Dealer Visits](https://help.salesforce.com/s/articleView?id=ind.auto_dealer_visit_task_context.htm&release=264.0.0&type=5 "Make dealer visits more meaningful by relating other Salesforce records with the tasks that evaluation officers perform during a visit. Sales managers can use Generic Visit Task Context records to relate a task with a specific context, such as the dealer’s Account record, a Sales Agreement record, or even an Asset Warranty record. For example, you can create a task for checking the promotion banners at a dealer showroom and relate the relevant Promotion record as the task context."). 4. Compare expected and actual values for the metrics captured for a particular task. See [Create Dealer Visit Key Performance Indicators](https://help.salesforce.com/s/articleView?id=ind.auto_create_visit_kpi.htm&release=264.0.0&type=5 "Create Generic Visit Key Performance Indicator records to relate an assessment indicator definition to a visit task context. For example, a visit task, Quarterly Product Recalls, can be related to an assessment indicator definition, Number of Damaged Spare Parts. The sales manager can estimate an expected value based on the average number of damaged spare parts reported by dealers over the past few years per visit. During the visit, the district manager or evaluation officer can check with the dealer and capture the actual value based on how many damaged spare parts exist in a showroom. The sales manager can then find the information for both expected and actual values on the Generic Visit Key Performance Indicator record."). 5. Create an action plan template to capture the frequently performed tasks. See [Create an Action Plan Template for Dealer Visits](https://help.salesforce.com/s/articleView?id=ind.auto_action_plan_template.htm&release=264.0.0&type=5 "Sales managers can create action plan templates to capture frequently performed tasks and to specify mandatory tasks. When you add tasks, the assessment indicator definitions related to a task are automatically added to the template. The template acts as a reusable framework because you can relate a template with multiple Visit records. For example, create an action plan template for quarterly front-office check-ins and add typical tasks, such as conducting a survey, upselling new vehicle accessories, and assessing ongoing promotions."). ## Sales Manager Workflow 1. Create a visit and assign a field rep. See [Create a Dealer Visit](https://help.salesforce.com/s/articleView?id=ind.auto_create_dealer_visits.htm&release=264.0.0&type=5 "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."). 2. Relate an action plan to a visit. See [Determine the Tasks to Perform During a Dealer Visit](https://help.salesforce.com/s/articleView?id=ind.auto_action_plan_visit.htm&release=264.0.0&type=5 "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."). 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](https://help.salesforce.com/s/articleView?id=ind.auto_visits_mobile_perform.htm&release=264.0.0&type=5 "As an evaluation officer or district sales manager, you’re always on the go and your mobile is the only device you carry. You’re expected to complete multiple visits each day, each with its own set of audit tasks and assessment criteria. Launch the Partner Visits app on your mobile device to check the list of visits for the day. When at a location, you can check the dealer’s details and start the assigned tasks for the visit.").