---
schema_version: "1"
id: b3d9a85a853c7780739da330053c80bdd03631437d9b784e3d72de6967dbce70
title: Tour Management Templates
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_concept_admin_tour_management_templates.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_tour_management_templates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 766e5c3a5dc0d5522ae8c72587be5e19e28175b2712fec163a8b6629c3b46cd4
description: As a first step in tour planning, create tour templates and route templates, and then use the templates to configure the tour settings.
products:
  - Consumer Goods
release: "264"
---
# Tour Management Templates

As a first step in tour planning, create tour templates and route templates, and then use the templates to configure the tour settings.

### 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>Performance</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions with the Consumer Goods Cloud enabled</td></tr></tbody></table>

The settings from the tour and route templates are copied to the relevant tours. During a tour execution, the system uses the settings in the tour and not the templates. This way only specific settings are used for selected tours. For example: The user must document the odometer reading at the start of the tour. However, if the odometer is defective, the ERP system can integrate the tour without the odometer reading.

- **[Set Up a Tour Template](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_setup_tour_template.htm&release=264.0.0&type=5)**  
    Use Tour Templates to define the tour settings, vehicle check questions, security check questions, and allowed references (visits and documents) for various market tours.
- **[Set Up a Route Template](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_setup_route_template.htm&release=264.0.0&type=5)**  
    Use route templates to set up route types for various markets, and assign tour templates and visit types. Create various reusable routes by using route templates and in turn, create van-sales tours from the routes for warehouse drivers.
- **[Set Up an Object Reference for a Tour Template](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_objectreference_tourtemplate.htm&release=264.0.0&type=5)**  
    Use object references to define the allowed visits, signatures, and document types for a tour. You can add, create, and delete an object reference for a tour template.
- **[Set up Tour Checks](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_setup_tourchecks.htm&release=264.0.0&type=5)**  
    Create or update vehicle and safety inspections by using Tour Checks. Direct Store Delivery drivers use these checks for safety and compliance. The driver must perform all vehicle and safety checks at the tour’s start, end, or both. When you manage tour checks for a tour using a tour template, you can configure the usage type. For example, you can set the usage type as start of day or end of day. Drivers can't begin a visit or complete a tour until all the configured checks are done.
- **[Manage Tour Checks for Tour Templates](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_manage_tourchecks.htm&release=264.0.0&type=5)**  
    Create vehicle and safety checks with tour checks. Associate the checks with a tour template, specify the order of the checks, and mark whether the checks are a start-of-day or end-of-day activity. After setup, the driver completes all vehicle and safety checks during the tour.
- **[Add a Product Warehouse](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_add_product_warehouse.htm&release=264.0.0&type=5)**  
    Assign products to the driver's warehouse for direct store delivery or van sales execution. Drivers' devices only show products from their assigned warehouses. Warehouses are tour start and endpoints for drivers, vehicles, and products.