---
schema_version: "1"
id: abed08c7771e541e50a1afef0afbd36b2a421c925bbc94d9be2666946ee5fe9a
title: Set Up 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_setup_tour_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_setup_tour_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f0ef87ab41cd8e779e9317df95a908c56d6acee0139802391614bb414fb0a561
description: Use Tour Templates to define the tour settings, vehicle check questions, security check questions, and allowed references (visits and documents) for various market tours.
products:
  - Consumer Goods
release: "264"
---
# Set Up a Tour Template

Use Tour Templates to define the tour settings, vehicle check questions, security check questions, and allowed references (visits and documents) for various market tours.

### 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="d36044e66">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e66 ">To create or modify a tour template:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e66 ">Direct Store Delivery for Consumer Goods Offline Mobile App</td>

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

1. From the App Launcher, find and select **Tour Templates**.
2. Click **New**.
3. Enter tour description, tour template name, and other values.
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:43.66812227074236%">
              <col style="width:56.33187772925764%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d36044e125">Field</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d36044e128">Purpose</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e125 ">Mobility User Guidance Start of Day</td>

                <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e128 ">
                  <p>Configuration of a sequence of activities that the user performs at start-of-day.
                    Possible values are</p>
                  <ul>
                    <li>Delivery</li>
                    <li>None</li>
                  </ul>
                  <p style="margin-bottom:0;">The default value is None. This field is reserved for future use.</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e125 ">Mobility User Guidance End of Day</td>

                <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e128 ">
                  <p>Configuration of a sequence of activities that the user performs at end-of-day.
                    Possible values are</p>
                  <ul>
                    <li>Delivery</li>
                    <li>None</li>
                  </ul>
                  <p style="margin-bottom:0;">The default value is None. This field is reserved for future use.</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e125 ">Active</td>

                <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e128 ">Specifies whether a tour template is active. You can create tours by using only
                  active templates. The default value is active.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e125 ">Sales Org</td>

                <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e128 ">Sales org of a tour template. You can’t edit a sales org after the tour is created.
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e125 ">Sync Options</td>

                <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e128 ">
                  <p>Specifies a trigger for synchronization of tour data in the mobile app. Possible
                    values are</p>
                  <ul>
                    <li>No</li>
                    <li>OnTourStart</li>
                    <li>OnTourEnd</li>
                    <li>OnTourEndStart (sync happens for both start-of-day and end-of-day activities)</li>
                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e125 ">Consider Mileage</td>

                <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e128 ">
                  <p>Specifies whether the driver must document the odometer reading at the start and end
                    of a tour. Possible values are</p>
                  <ul>
                    <li>Yes (Must be aligned with Odometer Photo Required field)</li>
                    <li>No</li>
                    <li>Optional</li>
                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e125 ">Consider Vehicle Status</td>

                <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e128 ">
                  <p>Specifies whether the driver must check the vehicle (truck or trailer or
                    both) for damages at the beginning and end of the tour. Possible values are</p>
                  <ul>
                    <li>No: Select this option when you don’t need the tour driver to check the
                      vehicle condition for completing the Review Vehicle Details activity.</li>

                    <li>Only Status: Select this option when you want the tour driver to check the
                      vehicle condition but need not specify the condition reason (if not ok) for
                      completing the Review Vehicle Details activity.</li>

                    <li>Status + Reason: Select this option when you want the tour driver to check
                      the vehicle condition status and specify the reason (if not ok) for
                      completing the Review Vehicle Details activity.</li>

                  </ul>
                  <p>This field confirms that the vehicle's status is okay. It's an
                    alternative to detailed vehicle checks. Use it only when granular vehicle
                    checks aren't configured. It allows the driver to confirm that everything is
                    okay.</p>
                  <p style="margin-bottom:0;">Select Only Status or Status+Reason to mandate a vehicle condition
                    check at the start and end of a tour. For the "Only Status" and "Status +
                    Reason" options, the driver can’t execute the tour if the condition of the
                    vehicle isn’t compliant.</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e125 ">Default Currency</td>

                <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e128 ">Currency of the cash or invoice transactions during a tour. This field is
                  reserved for future use.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e125 ">Multiple Cash Check-In Allowed</td>

                <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e128 ">Specifies whether multiple cash check-ins are possible for a tour. This
                  field is reserved for future use.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e125 ">Creation Platform</td>

                <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e128 ">
                  <p>Specifies the platform on which the tour template is available for use.
                    Possible values are</p>
                  <ul>
                    <li>Laptop</li>

                    <li>Mobility</li>

                    <li>Both</li>

                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e125 ">Odometer Photo Required</td>

                <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e128 ">Specifies whether the user must document the odometer reading at the start
                  and end of the day with a picture. The default value is Yes.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e125 ">Consider Vehicle</td>

                <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e128 ">
                  <p>Specifies the vehicle that the driver has to provide identification (license number)
                    for. Possible values are</p>
                  <ul>
                    <li>No</li>
                    <li>Truck</li>
                    <li>TruckTrailer</li>
                    <li>TruckTrailers</li>
                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e125 ">Consider Multiple Warehouses</td>

                <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e128 ">Specifies if more than one warehouse can be considered for a tour.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e125 ">Cash Check In Required</td>

                <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e128 ">Specifies whether the cash check-in at the end of each tour is mandatory.
                  This field is reserved for future use.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e125 ">Cash Handling Required</td>

                <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e128 ">Specifies whether the driver performs cash-related actions during the tour
                  execution. This field is reserved for future use.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e125 ">Default Tour Visit Duration</td>

                <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e128 ">Specifies the duration of each visit in a tour. The duration is measured in minutes
                  and is applicable for visits in an independent tour.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e125 ">Allow Start Day Time Tracking</td>

                <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e128 ">Specifies whether the start-of-day time tracking is possible (yes/no). If yes, the
                  system automatically calculates the start-of-day activity duration based on the start time
                  plus the duration for all start-of-the-day activities.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e125 ">Allow Start Day GPS Tracking</td>

                <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e128 ">Specifies whether GPS tracking (location) is allowed at
                  start-of-day.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e125 ">Allow Start Day Geofencing</td>

                <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e128 ">Specifies whether the validation of the user's GPS location against
                  warehouse location is enabled at start-of-day.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e125 ">Allow End Day Time Tracking</td>

                <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e128 ">Specifies whether the end-of-day time tracking is possible (yes/no). If
                  yes, the system automatically calculates the end-of-day activity duration based
                  on the start time plus the duration for all end-of-day activities.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e125 ">Allow End Day GPS Tracking</td>

                <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e128 ">Specifies whether GPS tracking (location) is allowed at end-of-day.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e125 ">Allow End Day Geofencing</td>

                <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e128 ">Specifies whether the validation of the user's GPS location against
                  warehouse location is enabled at end-of-day.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e125 ">Express Check Out</td>

                <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e128 ">Specifies whether express checkout is allowed for this template. The default value
                  is Yes. This field is reserved for future use.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e125 ">Seal Scanning Required</td>

                <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e128 ">Indicates if the user must scan seals when you select the Express Check-Out
                  field. This field is reserved for future use.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e125 ">Show Cash Info</td>

                <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d36044e128 ">Specifies whether cash and expense information must be shown in the tour summary
                  report. This field is reserved for future use.</td>

              </tr>
            </tbody>
          </table>
4. 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 a tour template, use the Delete button on the Details page. You can’t delete a tour template if an active tour is referencing it.