Salesforce Docs Portal

Set Up an Object Reference for a Tour Template

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.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
User Permissions Needed
To manage object references for a tour template: Direct Store Delivery for Consumer Goods Offline Mobile App

Here are the types of object references:

  • Visit template:
    • No template: The user can only execute preplanned visits. The driver can’t create ad hoc visits.
    • Van sales visit: The driver can create ad hoc van sales visits during the tour in addition to the preplanned visits.
  • Order template:
    • No template: The user can only execute delivery documents that are assigned to the tour. The driver can’t create orders.
    • Van sales order and return: The driver can create van sales orders and returns during a visit.
  • Signature template: Requests for a signature during the tour (example: start of the tour).
  • Tour template: Reference to a tour template. The tour template field can’t be blank and must link to the tour template.
Note
Note Only the object references in active state can be used for a tour. Also,the object reference must have the same sales org as the user.
  1. From the App Launcher, find and select Tour Templates.
  2. Search for and select the relevant tour template.
  3. In the Related List Quick Links section, select Tour Template Object Reference.
  4. Click New.
  5. Enter the object reference name.
  6. Fill the other fields:
    Field Purpose
    Usage

    Controls the process within a tour. 

    Example

    • Product Check In: Allowed order templates for inventory check-in
    • Order: Allowed order templates for order creation
    • Product Check out: Allowed order templates for inventory check-in
    • Delivery: Allowed order templates for delivery documents
    Start Of Day Indicates whether the template is available for start-of-day activities. This field is reserved for future use.
    End Of Day Indicates whether the template is available for end-of-day activities. This field is reserved for future use.
  7. Select the relevant references for the order template, signature template, or visit template.
  8. Save your changes.
    Note
    Note To delete an object reference to a tour template, use the Delete button on the Details page.