With Optimized Routes, get the best visit sequence to reduce visit time and plan
additional visits. The maps provide store locations with the route for a day. With optimized
routes and real-time traffic updates, sales reps can react to potential road works or traffic
jams and avoid any delays in their schedule.
Required Editions
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Available in: Lightning Experience
Available in Enterprise and
Unlimited Editions that have Consumer Goods Cloud enabled
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Route and traffic information for visits includes:
- Sequence of visits in a list view
- Route on the map
- Store name and address on the map
- Real-time traffic updates on the map
- Based on traffic, route suggestions between the current location and the customer's
location
- Next customer location
To use route optimization, filter the visits by using the Optimized Route Sort By
option in Scheduled Visits on the Consumer Goods Cloud Visit Execution app.
Considerations
Keep these considerations in mind when you sort the visits by using the optimized route
option:
- The system sorts only the visits related to stores with complete addresses.
- The system uses the planned visit time as the basis to sort the visits related to stores
without or incomplete addresses.
- The system shows an error when you try to sort visits where none of the visits have an
address.