---
schema_version: "1"
id: e50b86f66ba28a57d55ba6f5b82dffc46e820e06079f206e939dbd2de0217ff9
title: Create Visits Automatically
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_user_create_calls_automatically.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_user_create_calls_automatically.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e4b2b45508757055932f2e3e373e1569771eb954ae0514740985368b009b86cf
description: You can plan automatic visits for the current week and the subsequent week.
products:
  - Consumer Goods
release: "264"
---
# Create Visits Automatically

You can plan automatic visits for the current week and the subsequent week.

### 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="d4733e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d4733e63 ">To create visits from the mobile app:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d4733e63 ">
              <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>

The planning modes that are available for automatic visit planning are:

- Start Week: Visits are planned for a specified frequency from a specified start week. After the end of the financial year, planning again begins with the start week.
- Start Week Year: Visits are planned for a specified frequency from a specified start week. The system considers the start week every time from the initial year of visit creation.
- Last Visit & Frequency: Visits are planned based on the last successfully completed visit and specified frequency. If there's no last planned visit, the system creatses visits based on the Start Week algorithm.

1. From the calendar, tap ![Menu icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_user-264-0-0-production-enus/c29c1565-468d-4bd8-b719-36effa83e44b/consumer_goods_retail_user/images/cg_offline_menu_icon.png), and then select **Automatic Planning**.
2. Tap **Plan Visits**.