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Create Map-Based Visits

Visualize customers on a map and ‌plan visits for them by applying predefined filters and Key Performance Indicators (KPIs) that measure their store's performance. You can even use ‌map-based visits to view and create visits for stores within a certain distance of your location.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled

User Permissions Needed
To create map-based visits:

CGCloud Sales User

OR

CGCloud Retail Sales User AND CGCloud Retail User

Note
Note Check out this feature in Salesforce Go! Explore more content and discover related features. See Discover and Set Up Features With Salesforce Go.

Considerations for planning and creating map-based visits:

  • Distribution Rate and Out of Stock are the default performance indicators. After a visit is completed, ‌customers with distribution and out-of-stock issues are flagged in the Account Extension object. Customers whose distribution rate is less than or equal to 92% or whose out-of-stock rate is greater than 12% are flagged.
  • You can use theVisual Studio Code Based Modeler for Consumer Goods Cloud to add or remove filters and KPIs and adjust the default thresholds of the KPIs.

To create map-based visits:

  1. From the Advanced User Cockpit on the Guidance card, tap Show Tour.
  2. Tap Menu icon, and then tap Daily View.
    You can see the locations of all the scheduled visits for the day on the map.
  3. Tap Find Customers.
    Find customers filters during map based visit planning
  4. Choose one or more combinations of these filters and KPIs to find stores.
    • Name: To find stores for a customer, provide a customer’s name.
    • Priority: To find stores based on visit priority, select a Priority filter and field.
    • Position: To find stores based on the location, choose the starting point on the map, then enter the distance within which you want to view stores.
    • To include customers with an overdue visit, turn on Overdue Customer.
    • To include customers with distribution issues, turn on Distribution Issues.
    • To include customers with out-of-stock issues during the previous visits, turn on Out of Stock Issues.
    • To include customers with activities, turn on Activities.
    • To include stores with promotions, turn on Promotions.
    • To exclude planned or scheduled visits of the customer, turn on Exclude Planned Visits.
  5. Tap Apply Filter to highlight locations based on the selected filters.
    • Stores icon highlights the stores. To create a visit, tap any store and then tap Create Visit.
    • Planned Visits icon highlights the planned visits and numbers them based on the sequence of visits.
    • User Location icon highlights your location.
  6. To save these filters as favorites, tap Save as My Favorite.
    You can also remove a favorite filter by tapping Delete My Favorite.
  7. To schedule visits from the map:
    • Tap Stores icon, tap a store, and then tap Create Visit.
    • To view the best route between the stores you plan to visit and the user, tap Route icon. This feature doesn’t run route optimization or change the sequence of the planned visits.
    • To view the traffic in the area, tap Traffic icon.
    • To view the map on full screen, tap See Map icon.