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Visit

Track information related to a field rep’s visit to a health care provider.

Special Access Rules

In Life Sciences Cloud, Visit is used for Customer Engagement.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields

Field	Details
AccountId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The account that is associated with a visit. Relationship Name Account Refers To Account
Channel	Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description The channel of the visit. Possible values are: `Email` `In-Person` `Phone` `Remote` `SMS` `WeChat` `WhatsApp` The default value is `In-Person`. This field is available with the Life Sciences Cloud for Customer Engagement Add-on license in API version 65.0 and later.
IsGroupVisit	Reserved for future use.
ParentVisitId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description If this visit is the child of a larger group visit, this field is used to provide a link to that visit. This field is a relationship field. This field is available with the Life Sciences Cloud for Customer Engagement Add-on license in API version 65.0 and later. Relationship Name ParentVisit Refers To Visit
PlaceId	Type reference Properties Create, Filter, Group, Sort, Update Description ID of the location that sales reps visit. Relationship Name Place Refers To Address, ContactPointAddress, Location, RetailStore
PlannedVisitStartTime	Type dateTime Properties Create, Filter, Sort, Update Description The date and time when the visit is expected to start.
SignatureType	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description The type of the signature. Possible values are: `Digital` `Physical` This field is available with the Life Sciences Cloud for Customer Engagement Add-on license in API version 65.0 and later.
Status	Type picklist Properties Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update Description The status of a visit. Possible values are: `Completed` `Planned` The default value is `Planned`.
TerritoryId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The ID of the terriory for this visit. This field is a relationship field. This field is available with the Life Sciences Cloud for Customer Engagement Add-on license in API version 65.0 and later. Relationship Name Territory Refers To Territory2

Agentforce Life Sciences Developer Guide

Visit

Special Access Rules

Supported Calls

Fields