---
schema_version: "1"
id: d07d4000b55bf2e5888d00825fab26603713d5826016442875453d6de3d68336
title: Add Customer Visit Settings
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_add_customer_visit_setting.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_add_customer_visit_setting.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 449f5ae8465aafb43837ec13912d25d8f046990c3f02751df6412a391d0a7f88
description: Customer visit settings are used for automatic visit planning.
products:
  - Consumer Goods
release: "264"
---
# Add Customer Visit Settings

Customer visit settings are used for automatic visit planning.

### 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="d30153e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d30153e63 ">To create customer conditions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d30153e63 ">
              <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>

For a combination of management type and visit template, you can have only one active customer visit setting for a specified period.

You can plan visits:

- If the sales org of a visit and the sales org selected in automatic sales org flow are the same.
- If a user is added as a customer manager and has the required access.
- If a customer visit setting is valid during the visit creation date and has an active visit template associated with it.

1. From the App Launcher, find and select **Customers**.
2. Select a customer.
3. In the Customer Call Settings related list, click **New**.
4. Provide these details:
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d30153e149">Field</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d30153e152">Description</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d30153e149 d30153e152 ">Identification</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d30153e149 ">Customer</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d30153e152 ">Name of the customer. This field is auto-populated with the selected
                  customer.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d30153e149 ">Visit Template</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d30153e152 ">
                  <p>Visit template used by the automatic visit planning algorithm for generating visits.
                  </p>
                  <div class="slds-box slds-box_x-small slds-theme_shade slds-m-top_medium slds-m-bottom_medium">
                    <div class="slds-media slds-media_responsive">
                      <div class="slds-media__figure"><span class="slds-icon_container slds-icon_container_circle slds-icon-note-note"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_user-264-0-0-production-enus/c29c1565-468d-4bd8-b719-36effa83e44b/images/icon_note.png" alt="Note"></span></div>
                      <div class="slds-media__body" style="padding-top:.5rem;padding-bottom:.5rem;"><span class="slds-text-title_caps">Note</span> The sales org of the customer and the call template must be the
                        same.</div>
                    </div>
                  </div>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d30153e149 ">Planning Mode</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d30153e152 ">
                  <p>Mode of automatic visit planning. The options are:</p>
                  <ul>
                    <li>None: Visits aren’t planned automatically.</li>
                    <li>Start Week: Visits are planned for a specified frequency from a specified start week.
                      After the end of a financial year, planning restarts from the start week.</li>
                    <li>Start Week Year: Visits are planned for a specified frequency from a specified start
                      week. The start week is considered only for the initial year.</li>
                    <li>Last Call &amp; Frequency: Visits are planned based on last successfully completed
                      visit and specified frequency.</li>
                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d30153e149 ">Frequency</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d30153e152 ">Number of weeks between two calls.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d30153e149 ">Start Week</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d30153e152 ">Week of the year from when automatic visit planning starts.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d30153e149 ">Management Type</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d30153e152 ">
                  <p>Management relation between a user and a customer. The options are:</p>
                  <ul>
                    <li>Sales</li>
                    <li>Service </li>
                    <li>Consultant</li>
                    <li>Call Center</li>
                  </ul>
                  <p style="margin-bottom:0;">This value is compared with the Default Management Type value set while assigning
                    managers to customers. The value identifies the users for whom visits are created by
                    automatic visit planning.</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d30153e149 ">Overdue Check</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d30153e152 ">Indicates whether customers are overdue for a visit. This option appears only on
                  mobile devices.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d30153e149 ">Active</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d30153e152 ">Indicates whether a customer visit setting is active.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d30153e149 ">Time of Day</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d30153e152 ">Time of the day used by the automatic planning algorithm to schedule visits.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d30153e149 ">Duration</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d30153e152 ">Duration of a visit. If the field is blank, the duration defined in the visit
                  template specified in the customer visit settings is used.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d30153e149 ">Day of Week</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d30153e152 ">Day of the week used by the automatic planning algorithm to schedule visits.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d30153e149 ">Valid From</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d30153e152 ">Start date of the validity period of a visit setting.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d30153e149 ">Valid Thru</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d30153e152 ">End date of the validity period of a visit setting.</td>

              </tr>
            </tbody>
          </table>
5. Save your changes.