What object has a one-to-many relationship with the CG object Visit?
A Retail Store can be associated with many Visit records, creating the required one-to-many relationship. Each Visit represents a particular scheduled or completed engagement between a field representative and a physical retail location, while the same store can naturally be visited repeatedly over time.
Salesforce describes the Visit object as tracking information about a field representative's visit to a Retail Store where retail activities are performed. Visit records hold information such as planned and actual start and end times, status, visitor, priority, and the related location.
For Consumer Goods implementations, the Visit's Place relationship identifies the Retail Store being visited. Salesforce Maps uses the same model when scheduling Consumer Goods visits: Visit records can derive their map location from the related Retail Store through Place ID, allowing Maps to position each Visit at the correct physical outlet.
Because representatives return to stores according to visit frequencies, merchandising schedules, promotions, deliveries, and sales requirements, a single Retail Store can accumulate multiple Visit records over its lifecycle. Each Visit remains a distinct transaction with its own Action Plans, tasks, KPIs, timing, and execution results.
Study Guide Topics:Data Setup -> Retail Store -> Visit -> Place Relationship -> Store Visit History
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Lindy
1 day agoMarisha
7 days ago