---
schema_version: "1"
id: 0e2e3468d28448bfc9527aa514e637f9c1db75e741f170c5ff195ad856031259
title: Create Visits Automatically
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_admin_create_calls_automatically.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_admin_create_calls_automatically.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4c2556e9ee40bcbe199b3eb0703d113f64180848b607915e727ca75490b853d2
description: A planning algorithm creates visits based on visit settings. You can create and assign visits to any of your sales reps automatically if you're a manager.
products:
  - Consumer Goods
release: "264"
---
# Create Visits Automatically

A planning algorithm creates visits based on visit settings. You can create and assign visits to any of your sales reps automatically if you're a manager.

### 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: Lightning Experience in <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled</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="d20975e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d20975e63 ">To create visits automatically:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d20975e63 ">
              <p>CGCloud Sales User</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">CGCloud Retail Sales User AND CGCloud Retail User </p>
            </td>

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

Depending on the customer visit settings, if the planned visit date is different from the actual date, then the system creates multiple visits during the week.

To avoid duplicates, the automatic visit planning process verifies whether an automatic visit is created for the same day, user, visit template, and customer before creating a visit. If a manually created visit exists for a user and you selected Check Overlap in the visit template, then the system selects the status of the new visit as Unscheduled. The Check Overlap setting validates overlapping visits only during automatic visit planning in the desktop app.

1. From App Launcher, find and select **Visits**.
2. Click **Visit Planning**.
3. Select a sales org.
4. To specify the visit planning week, from the Automatically Call Planning Week calendar, select a date.
5. Click **Generate Visits**.