---
schema_version: "1"
id: 19a8f16d7a5c2826ed5d2ede47d0c6cbf00c6c4f338ebfda1dba37f35e68c2a3
title: Visit Management 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_visit_planning_key_objects.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_reference_admin_visit_planning_key_objects.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 74966746ae5a3a633c2ca885fa0576df24fde2e377dbeecfaddeab6802c90b39
description: Plan and execute your sales reps' store visits in detail to improve the store’s performance by using visit management objects.
products:
  - Consumer Goods
release: "264"
---
# Visit Management Objects

Plan and execute your sales reps' store visits in detail to improve the store’s performance by using visit management 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 to plan and execute visits.

![Objects under Visit 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_visitplanning_keyobjects.png)

  
| Object | API Name | Description |
| --- | --- | --- |
| Account | Account | Information on customers with whom you conduct business. An account can be a retailer, distributor, wholesaler, or consumer. |
| Customer Visit Setting | cgcloud\_\_Account\_Visit\_Setting\_\_c | Account configuration settings that you use to plan an automated visit by a user. |
| Historic Product | cgcloud\_\_Historic\_Product\_\_c | Association between an account and a product. A user can add products during a survey. The system stores the products that you add in a history so that you can add such products in future visits. |
| Tour | cgcloud\_\_Tour\_\_c | 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. |
| User | User | Specific business roles for a sales org. Users conduct retail activities based on the defined role (for example: sales rep or supervisor). |
| Visit | Visit | Information on tasks or operations a field rep carries out during a store visit. 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. |
| Visit Template | cgcloud\_\_Visit\_Template\_\_c | Template to create customer visit types. For example, sales visit, training, delivery visit, or phone call. |