Set up and configure advanced maps in the Consumer Goods Cloud enhanced data model for visit planning and route optimization.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled. |
Prerequisites
The Consumer Goods Cloud Enhanced data model requires the Place ID and Visit Template fields in the visit object to function correctly. You can't map a source for the Place ID field from the account object when you configure a custom output object for maps, because the Place ID field is a special lookup to a retail store, location, or address.
To create visits in the Consumer Goods Cloud offline app by using the enhanced model, either from core maps schedule or maps advanced visit plans, configure a custom output object for the schedule, set up custom settings, and then create a record-triggered flow.
As part of the CG Cloud Managed Package installation process, a Default Location record is automatically created.
- Create a Lookup Relationship for Visit Waypoints
To relate the Maps Advanced Waypoint object to Visits via a lookup field, create a lookup relationship. - Configure a Custom Event Object for Visits in Salesforce Maps
By default, maps are pre-configured only with events and a new calendar object must be added for visits. - Configure a Custom Setting for Advanced Maps
Create a custom setting to store the defaults. - Configure a Record-Triggered Flow for Visits
Create a fast record-triggered flow to assign the default visit template and place ID before the visit creation. This approach assumes that you can stamp default values to the Record Id and Visit Template. You can change the custom settings and update this flow accordingly.