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salesforce-misc
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mfg-partner-visits

Guides configuration of Salesforce Manufacturing Cloud Partner Visit Management with Visit objects and action plan templates.

Updated Aug 6, 2026
Search Tags:#configuration#salesforce#soql#field service#manufacturing cloud#partner visits#action plan templates
One-click install
npx skills add https://github.com/salesforce-misc/ManuAssist --skill mfg-partner-visits-salesforce-misc
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: mfg-partner-visits
Source: https://github.com/salesforce-misc/ManuAssist/tree/main/skills/mfg-partner-visits
Command: npx skills add https://github.com/salesforce-misc/ManuAssist --skill mfg-partner-visits-salesforce-misc

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Setting up Partner Visit Management in Salesforce Manufacturing Cloud involves scattered setup steps, record types, action plan templates, and mobile configuration that are easy to misconfigure, causing visits or action plans to fail for field reps. ## Core Features & Use Cases - Guided Configuration: Step-by-step setup for enabling Partner Visit Management, creating Visit record types, configuring page layouts, and building Action Plan Templates targeted at the Visit object. - Configuration Validation: Uses the check_partner_visit_config tool to verify Visit record types, status distribution, templates, and permission set coverage. - Troubleshooting & SOQL: Provides a symptom-to-fix table and ready-to-run SOQL queries for visits by status, upcoming visits, and incomplete action plans. - Use Case: A field rep cannot see scheduled visits on mobile; the Skill identifies the missing ManufacturingSalesUser permission set and confirms the Visit object is enabled in the Salesforce Mobile App. ## Quick Start Ask the assistant to check my Manufacturing Cloud org's partner visit configuration and show all upcoming distributor visits for the next 30 days.

Frequently Asked Questions about mfg-partner-visits

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I set up Partner Visit Management in Salesforce Manufacturing Cloud?▼

Enable Partner Visit Management in Setup under Manufacturing Settings, then create Visit record types such as Partner Visit or Distributor Audit. Next configure page layouts with related lists and build Action Plan Templates with Target Entity Type set to Visit.

How to create action plan templates for visits in Manufacturing Cloud?▼

Go to Action Plans, open Action Plan Templates, and create a new template with Target Entity Type set to Visit. Add sequenced tasks like inventory checks or agreement reviews, mark them required or optional, then activate the template.

Does Partner Visit Management work on the Salesforce Mobile App?▼

Yes, Partner Visit Management works on the standard Salesforce Mobile App and Experience Cloud; there is no custom iPad app. Ensure the Visit object is enabled in the Salesforce Mobile App navigation via Setup.

Why can't field reps see their scheduled visits in Salesforce?▼

Field reps typically cannot see visits because they lack the ManufacturingSalesUser permission set. Assign that permission set, and also confirm active Visit record types exist so visits can be created and viewed.

Why are action plans not showing on my Visit records?▼

Action plans fail to appear when the template's Target Entity Type is not set to Visit. Edit the Action Plan Template, set the correct target entity type, and verify the template is active.

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