Salesforce Docs Portal

Start a Visit

Before you leave the warehouse and start a visit, complete all the Start Tour Activities. Until these activities are completed, all visits assigned to the tour are in read-only mode. Also, you can have only one visit in progress across multiple tours.

Required Editions

Available in: Lightning Experience
Available in:Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled
User Permissions Needed
To begin a visit:

CGCloud Tour Driver

OR

CGCloud Retail Tour Driver AND CGCloud Retail User

AND

Direct Store Delivery for Consumer Goods Offline Mobile App
  1. Start a Visit from the Delivery Cockpit
    • On the Delivery Cockpit header, tap Start Visit.
    • On the Visit Summary card in the Delivery Cockpit, tap Start Visit.
  2. Alternatively, to start a visit from the Tour Cockpit
    • On the Your Visits card, from the context menu for a visit, tap Start.
    • On the View Agenda page, from the context menu for a visit, tap Start.

After you start a visit:

  • The status of the visit changes to In Progress in the Visit Summary card on the Delivery Cockpit.
  • The visit status icon changes in Your Visits card on the Tour Cockpit.
  • The app updates the Actual Start Time on the Visit Summary card.
  • Edit the visit in progress by creating an order.
  • You must complete the in-progress visit before you can start another visit.