---
schema_version: "1"
id: 7d33745cc3c3dad51c41301f2d0171572b8ad797cf11fbec625923a9dd91d2b1
title: Route, Tour, and Warehouse Key Objects
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_reference_admin_route_tour_key_objects.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_reference_admin_route_tour_key_objects.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2e949a4a87159eff5d677473de58a2379e42244329ad3e538bfe313fbc6754fe
description: Set up route templates and tour templates, create routes with (warehouse, user, and customer) assignments, and create independent tours or tours from routes by using the Route, Tour, and Warehouse objects.
products:
  - Consumer Goods
release: "264"
---
# Route, Tour, and Warehouse Key Objects

Set up route templates and tour templates, create routes with (warehouse, user, and customer) assignments, and create independent tours or tours from routes by using the Route, Tour, and Warehouse objects.

### 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>Enterprise</strong> and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled</td></tr></tbody></table>

The image shows the objects that are part of the route and tour management.

![Objects under Tour and Route Management](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_admin-264-0-0-production-enus/5bb7d7f5-119d-42d0-8596-95e762837019/consumer_goods_retail_admin/images/cg_retail_routetourwarehouse_keyobjects.png)

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d112359e74">Object</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d112359e77">API Name</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d112359e80">Description</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e74 ">Account</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e77 ">Account</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e80 ">Information on customers with whom you conduct business. An account can
              be a retailer, distributor, wholesaler, or consumer.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e74 ">Product</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e77 ">Product2</td>

            <td data-label="Description" class="slds-cell-wrap" id="cg_reference_admin_route_tour_key_objects__product" style="vertical-align:top;" headers="d112359e80 ">Product details and related information, such as product parts, product
              conditions, unit of measure, product managers, and warehouses.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e74 ">Route</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e77 ">cgcloud__Route__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e80 ">Defines the key characteristics (example: warehouse, default user &amp; vehicles) for
              delivery, sales, or merchandising trips. You can assign a list of customer stops in a
              specific sequence, together with the visit type, to a route. You can create specific
              executable tours by using routes.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e74 ">Route Customer</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e77 ">cgcloud__Route_Account__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e80 ">Association between the Route and the Account objects. Use this object to associate
              various customers to routes.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e74 ">Route Template</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e77 ">cgcloud__Route_Template__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e80 ">Template to set up route types for different markets.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e74 ">Tour</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e77 ">cgcloud__Tour__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e80 ">Tour details such as the date of the tour, tour notes, vehicle, and route
              details. You can create a tour from a route (van-sales tour) or independently.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e74 ">Tour Check</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e77 ">cgcloud__Tour_Check__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e80 ">
              <p>Details of security checks to complete during a tour. Examples: </p>
              <ul>
                <li>Brakes OK?</li>
                <li>Headlights OK?</li>
                <li>Work Gloves OK?</li>
                <li>Safety Jacket OK?</li>
              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e74 ">Tour Template</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e77 ">cgcloud__Tour_Template__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e80 ">
              <p>Template to create tours: </p>
              <ul>
                <li>Sales org</li>
                <li>User guidance for start &amp; end of the day activities</li>
                <li>Tour settings (e. g. vehicle checks required)</li>
                <li>Vehicle &amp; security check questions</li>
                <li>References to visits &amp; documents</li>
                <li>Signature flow (signature capturing in a process such as product check-out)</li>
              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e74 ">Tour Template Object Reference</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e77 ">cgcloud__Tour_Template_Object_Reference__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e80 ">
              <p>Use this object to add one or more object references to the tour template to add: </p>
              <ul>
                <li>Visit a template that helps you to create ad-hoc visits.</li>
                <li>Order templates to create a van-sales or pre-sales order.</li>
              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e74 ">Tour Template Tour Check</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e77 ">cgcloud__Tour_Template_Tour_Check__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e80 ">The relationship between the tour template and the tour check. The relationship
              defines the relevant tour checks for a tour.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e74 ">User</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e77 ">User</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e80 ">Specific business roles for a sales org. Users conduct retail activities
              based on the defined role (for example: sales rep or supervisor).</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e74 ">Vehicle</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e77 ">cgcloud__Vehicle__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e80 ">Details of a vehicle that carries goods from a warehouse to a retail
              store or a location.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e74 ">Vehicle Warehouse</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e77 ">cgcloud__Vehicle_Warehouse__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e80 ">Association between the Vehicle and Warehouse objects. Use this object to assign a
              vehicle to a warehouse.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e74 ">Visit</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e77 ">Visit</td>

            <td data-label="Description" class="slds-cell-wrap" id="cg_reference_admin_route_tour_key_objects__visit" style="vertical-align:top;" headers="d112359e80 ">Information on tasks or operations to carry out during a field rep’s visit
              to a store. A visit can be a standard scheduled visit or an ad-hoc visit. You plan ad-hoc
              visits for inventory issues, or to promote or upsell a product.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e74 ">Visit Template</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e77 ">cgcloud__Visit_Template__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e80 ">Template to create customer visit types. For example, sales visit,
              training, delivery visit, or phone call.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e74 ">Warehouse</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e77 ">cgcloud__Warehouse__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e80 ">Customer's warehouse details, such as address, location, products, and
              vehicles. You need warehouse details for the sales and delivery processes.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e74 ">Warehouse Product</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e77 ">cgcloud__Warehouse_Product__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e80 ">Products that customer stores in a warehouse.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e74 ">Warehouse User</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e77 ">cgcloud__Warehouse_User__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d112359e80 ">Association between the Warehouse and the User objects. To allow users such as drivers
              to take products out of a warehouse, assign the users to the warehouse.</td>

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