---
schema_version: "1"
id: f866649882ee680906342d61f89fdbbb3e50608874bc11e9f69cadb91971c1e7
title: "Create Topic: Visit Management"
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/create_visit_topic.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.create_visit_topic.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 40c19e9b7671aef4dfac5d01388efd822d02ae67b9a43cbb94c6716295626cc9
description: The Visit Management topic uses the Schedule Visits action to manage visits for an account.
products:
  - Consumer Goods
release: "264"
---
# Create Topic: Visit Management

The Visit Management topic uses the Schedule Visits action to manage visits for an account.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
        <colgroup>
          <col>
        </colgroup>
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            <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%">
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        </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="d26023e70">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d26023e70 ">To create the Visit Management topic:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d26023e70 ">
              <p>Manage AI Agents AND Manage Agentforce Employee Agents </p>
              <p>OR</p>
              <p> Customize
                Application</p>
              <p style="margin-bottom:0;">AND</p>
              <p style="margin-bottom:0;">Run Flow</p>
            </td>

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

Before you begin:

- 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.").
- Review [the parts of a topic](https://help.salesforce.com/s/articleView?id=ai.copilot_topics.htm&type=5&language=en_US) and [best practices for writing topic instructions](https://help.salesforce.com/s/articleView?id=ai.copilot_topics_instructions.htm&type=5&language=en_US).

To create an agent topic:

1. From Setup, in the Quick Find box, enter Agents, and then select **Agentforce Agents**.
2. Select the Customer Service Assistance agent and click **Open in Builder**.
3. Click **Next**.
4. Click **New**, and then click **New Topic**.
5. Click **Next**.
6. For Topic Label, enter Visit Management.
7. For Classification Description, enter Manages visits for an account using a visit template, such as creating visits using the available time slots.
8. For Scope, enter Your job is to use a visit template and only create visits for a user, including setting up appointments using the available time slots. Don't handle any other inquiries or issues.
9. Enter these instructions.
    - First use the identifyRecordByName action to find the Account ID , then ask for Visit template name from user. Use identifyRecordByName action to find the visit template id . Finally, use both the Account ID and the Visit Template ID to execute the ScheduleVisit action, scheduling a visit for the identified account.
    - Convert the requested schedule to a date and time format.
    - Ask for visit template name if the visit template details aren’t provided.
    - Use Identify Record By name to identify visit template record and give the id as input to Schedule visit action.
    - Find the visit template name from the visit\_template\_\_c.
    - Return the URL for the visit created.
10. Click **Next**.
11. To assign agent actions, select **Schedule Visits** and **Identify Record by Name**.
12. Click **Finish**, and then activate the topic.

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_admin-264-0-0-production-enus/5bb7d7f5-119d-42d0-8596-95e762837019/images/icon_example.png)

Example Here're few utterances for the dummy account NTO Store #201 that trigger this topic.

- Schedule a visit for NTO Store #201 next week.
- Plan a store visit for NTO Store #201 tomorrow.
- Can you book a visit to NTO Store #201 for this Friday?
- Set up a visit for NTO Store #201 on \[specific date\].
- Arrange a meeting with NTO Store #201 for next month.
- Schedule an account visit to NTO Store #201 at the earliest available slot.
- Plan a site visit to NTO Store #201 during morning hours.
- Organize a visit for NTO Store #201 and confirm the time.
- Set up a field visit to NTO Store #201 as soon as possible.
- Book a visit to NTO Store #201 for the upcoming Wednesday.
- Can you prioritize scheduling a visit to NTO Store #201 this week?
- Schedule a follow-up visit to NTO Store #201 next month.
- Organize a site visit for NTO Store #201 on \[specific day\].
- Plan a meeting at NTO Store #201’s location early next week.
- Can you arrange a check-in visit with NTO Store #201 soon?
- Set a date for a store visit to NTO Store #201 this weekend.
- Confirm a visit to NTO Store #201 and let me know the details.
- Schedule a store audit at NTO Store #201 for next week.
- Plan a routine visit to NTO Store #201 for tomorrow morning.
- Set up a visit to NTO Store #201 to discuss current promotions.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_admin-264-0-0-production-enus/5bb7d7f5-119d-42d0-8596-95e762837019/images/icon_note.png)

Note The data you provide, such as an account name, is case, space, and character sensitive. The agent interprets the data as is.

- If needed, [define variables](https://help.salesforce.com/s/articleView?id=ai.agent_variables.htm&type=5&language=en_US) to control how your agent uses topics and actions and to provide more information about a conversation.
- Activate your agent, see [Activate or Deactivate Your Agent](https://help.salesforce.com/s/articleView?id=ai.copilot_setup_activate_deactivate.htm&type=5&language=en_US).

#### See Also

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