---
schema_version: "1"
id: 7d63738beb4e51e1697d72eb748adc522f3ad775a02bd7c6ed4f5a0b8c9ef6d6
title: "Create Action: Schedule Visit"
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/create_visit_agent_action.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.create_visit_agent_action.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9eb29983a4391edc6cb507d72ebe3a46c327fc2bc22931778257ed65b949a231
description: The Schedule Visit action helps telesales reps schedule visits for a customer.
products:
  - Consumer Goods
release: "264"
---
# Create Action: Schedule Visit

The Schedule Visit action helps telesales reps schedule visits for a customer.

### 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;">
              <p>Available in: Lightning Experience </p>
              <p style="margin-bottom:0;">Available in: <strong>Agentforce 1</strong>, <strong>Einstein 1</strong>, <strong>Enterprise</strong>, and
                <strong>Unlimited</strong> editions with Consumer Goods
                Cloud Retail Execution and Agentforce for Consumer Goods Cloud add-on
                licenses.
              </p>
            </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="d13358e70">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d13358e70 ">To create an agent topic:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d13358e70 ">
              <p>Manage AI Agents AND Manage Agentforce Employee Agents </p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;"> Customize
                Application</p>
            </td>

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

Before you begin,

- Review the [considerations for custom actions](https://help.salesforce.com/s/articleView?id=ai.copilot_considerations.htm&type=5&language=en_US).
- Make sure to [enable Agentforce in Retail Execution](https://help.salesforce.com/s/articleView?id=ind.retail_org_preference_agentforce.htm&release=264.0.0&type=5 "Enable Agentforce in the desktop app from the Setup page and assign permissions to your users. Turn on a sync setting for sales reps to interact with agents from a sidebar on their Consumer Goods Cloud mobile app on tablets.").

To create an agent action:

1. From Setup, in the Quick Find box, enter Agents, and then select **Agentforce Assets**.
2. Click **Actions**, and then click **New Agent Actions**.
3. For Reference Action Type, select **Flow**.
4. For Reference Action, select **Schedule Visit**.
5. For Agent Action Label, enter Schedule Visit.
6. Click **Next**.
7. For Agent Action Instructions, enter Creates a visit using the Account ID and visit template name..
8. For Loading Text, enter Creating visit….
9. For Inputs, add these instructions and and select **Require input** for all.
    - Account ID: The account ID for which a visit is to be created.
    - Visit Template ID: The visit template ID that’s used to create visits.
    - Visit Date Time: The date and time for which a visit is to be created.
10. For Outputs, add these instructions.
    - Account Record: The account record that’s used to create a visit.
    - Location Record: The default location record that’s used to create a visit.
    - Visit Template Record: The visit template record that’s used to create visits.
    - Visit Id: The visit record Id that’s created for a visit.
    - Visit Record: The visit record that’s created for a visit. Select **Show in Conversation**.
    - Status: The status of the scheduled visit.
11. Click **Finish**.

#### See Also

- [Salesforce Help: Create a Custom Agent Action](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_custom.htm&language=en_US)