---
schema_version: "1"
id: 5e3af3ec2e83382f5818a6bcd97f4d981e5893ca92faa25c5e2f50cd33a3b34b
title: Set Up an Object Reference for a Tour Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_objectreference_tourtemplate.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_objectreference_tourtemplate.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7920aa42ccdb7517ac358512ded0dfa4b24f77ddaead75b41760b90daa6f9b98
description: 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.
products:
  - Consumer Goods
release: "264"
---
# 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

<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</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions where Consumer Goods Cloud is 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="d14244e66">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d14244e66 ">To manage object references for a tour template:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d14244e66 ">Direct Store Delivery for Consumer Goods Offline Mobile App</td>

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

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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_admin-264-0-0-production-enus/5bb7d7f5-119d-42d0-8596-95e762837019/images/icon_note.png)

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:
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:42.5531914893617%">
              <col style="width:57.446808510638306%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d14244e171">Field</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d14244e174">Purpose</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d14244e171 ">Usage</td>

                <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d14244e174 ">
                  <p>Controls the process within a tour.&nbsp;</p>
                  <p>Example</p>
                  <ul>
                    <li>Product Check In: Allowed order templates for inventory check-in</li>
                    <li>Order: Allowed order templates for order creation</li>
                    <li>Product Check out: Allowed order templates for inventory check-in</li>
                    <li>Delivery: Allowed order templates for delivery documents</li>
                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d14244e171 ">Start Of Day</td>

                <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d14244e174 ">Indicates whether the template is available for start-of-day activities.
                  This field is reserved for future use.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d14244e171 ">End Of Day</td>

                <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d14244e174 ">Indicates whether the template is available for end-of-day activities. This
                  field is reserved for future use.</td>

              </tr>
            </tbody>
          </table>
7. Select the relevant references for the order template, signature template, or visit template.
8. Save your changes.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_admin-264-0-0-production-enus/5bb7d7f5-119d-42d0-8596-95e762837019/images/icon_note.png)
    
    Note To delete an object reference to a tour template, use the Delete button on the Details page.