A MedTech customer is looking to track surgical case visits for reps to sell their product leveraging Intelligent Sales.
Which object should a consultant configure to track this visit type?
A visit is an object that represents a field rep's trip to a retail store or a customer location to perform certain tasks, such as selling products, conducting surveys, or taking orders1.A visit can be created from a work type, which is a template that defines the key parameters and skill requirements for the visit2.A visit can also be associated with a location, which is an object that stores the address and geolocation of a place where a visit can occur3.
A consultant should configure the visit object to track the surgical case visits for reps to sell their product leveraging Intelligent Sales.This way, the reps can use the Intelligent Sales app to create and manage their visits, view their assigned tasks, scan products, and capture signatures4. The consultant can also use work types to standardize the duration, preparation, and wrap-up time for each visit type, and use locations to specify the service territories where the visits can take place.
1:Visit - Salesforce2:WorkType | Field Service Developer Guide | Salesforce Developers
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