A place that is not yet a customer and that a field executive can onboard from the Nearby to onboard feed on a visit plan's agenda. Places are created by the on-demand nearby outlet search in the field app (one record per external place, refreshed rather than duplicated on later searches), by the New Outlet Registration visit activity, by hand from the Field Sales Setup app, or through the data API. Only places with Status New and a Location appear in the feed, ranked by distance from the executive.
Fields
| Field | Label | Type | Required | What it does |
|---|
Address | Address | MultiLineText | | The place's address as one line of text. Onboarding copies it into the new account's Billing Address. A later search refreshes it from the external source. |
Category | Category | MultiLineText | | The kind of business, as reported by the source (for example a store type) or typed on the New Outlet Registration activity. Shown on the feed card under the name. Not checked against any list. |
Location | Location | GeoLocation | | The place's map position. A place with no Location never appears in the feed, and the delivered create form has no Location field, so places added by hand need it set on the record page or loaded with coordinates. Onboarding copies it into the new account's Geo Location. |
OnboardedAccountId | Onboarded Account | Lookup → Account | | The account created when the place was onboarded in the field app. Set together with Status Onboarded. Onboarding a place from the web agenda creates the account but does not fill this field. |
OnboardedVisitRouteStopId | Onboarded Route Stop | Lookup → VisitRouteStop | | Intended to hold the route stop proposed when the place was onboarded. The field app does not fill it; find the proposed stop on the beat's Visit Route Stops tab instead. |
Phone | Phone | MultiLineText | | The place's phone number as reported by the source or typed in. Onboarding copies it into the new account's Phone. Verify it before using it. |
Rating | Rating | Number | | The public rating reported by the external source, when there is one. Shown on the record only; it does not affect ranking. |
Source | Source | MultiLineText | | Where the place came from: the external search provider's key for places found by the nearby outlet search, Field visit for places registered by the New Outlet Registration activity, or whatever an import sets. Source and Source Place Id together identify an externally found place, so a repeated search updates the same record. |
SourcePlaceId | Source Place Id | MultiLineText | | The external source's own id for the place. Together with Source it keeps a repeated search from creating a second record for the same place. Empty for places registered during a visit. |
Status | Status | PickList | | New means the place is waiting to be onboarded and can appear in the feed. The field app sets Onboarded when an account is created from it, which removes it from the feed. Dismissed is never set by the system; set it yourself to take a place out of the feed without onboarding it. A later search refreshes the place's details but never changes its status. Values: New, Onboarded, Dismissed. |
VisitPlanId | Visit Plan | Lookup → VisitPlan | | The visit plan the executive was working when the nearby outlet search first found the place. Kept for audit; it does not limit which plans show the place. |
VisitRouteId | Visit Route | Lookup → VisitRoute | | The beat of the visit plan that first found the place. Kept for audit; any executive near the place sees it in the feed, whatever their beat. |
Actions
| Action | Label | Type | What it does |
|---|
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
DeleteEntity | Delete | Delete | DeleteEntity |
DeleteHeader | Delete | Delete | DeleteHeader |
DeleteRow | Delete | Delete | DeleteRow |
EditEntity | Edit | Edit | EditEntity |
EditInLine | Edit | EditInline | EditInLine |
EditRow | Edit | Edit | EditRow |
NewHeader | New | New | New |
