---
schema_version: "1"
id: a133823367bb8cd956a5ee775621ef8b331d1b56c17b3d399679c8e7e9642642
title: Create Map-Based Visits
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_map_based_visits.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_user_create_map_based_visits.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 46774c7dd343be7afa64d5f5fd4b0b6fc9ff7270dc6b38d51e4cb0b55752270f
description: 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.
products:
  - Consumer Goods
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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              <p>Available in: Lightning Experience </p>
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and
                <strong>Unlimited</strong> Editions where Consumer Goods Cloud is enabled
              </p>
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      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d23837e62">User Permissions
              Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d23837e62 ">To create map-based visits:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d23837e62 ">
              <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>

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![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_user-264-0-0-production-enus/c29c1565-468d-4bd8-b719-36effa83e44b/images/icon_note.png)

Note Check out this feature in Salesforce Go! Explore more content and discover related features. See [Discover and Set Up Features With Salesforce Go](https://help.salesforce.com/s/articleView?id=xcloud.setup_salesforce_go.htm&type=5&language=en_US).

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](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 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](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_retail_map_based_visits.png)
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](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/retail_map_stores.png) highlights the stores. To create a visit, tap any store and then tap **Create Visit**.
    - ![Planned Visits 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/retail_map_visits.png) highlights the planned visits and numbers them based on the sequence of visits.
    - ![User Location 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/retail_map_location.png) 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](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/retail_map_stores.png), 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](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/retail_map_route.png). 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](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/retail_map_traffic.png).
    - To view the map on full screen, tap ![See Map 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/retail_map_switchtomap.png).