Salesforce Docs Portal

Create a Route for Direct Store Delivery

A route acts as a blueprint for creating tours. Use a route to define key characteristics, such as start warehouse, default user, and vehicles, for delivery, sales, or merchandising trips. A list of customer stops in a specific sequence, together with the visit type, is automatically assigned to a route. Routes are typically used in emerging or fragmented markets and are mapped to warehouses with drivers, products, and vehicles.

Required Editions

Available in: Lightning Experience in Performance, Enterprise, and Unlimited Editions with Consumer Goods Cloud enabled
User Permissions Needed
To manage routes: Direct Store Delivery for Consumer Goods Offline Mobile App
  1. From the App Launcher, find and select Routes.
  2. Click New.
  3. Enter the route name, description, and reference route template.
  4. Fill these fields:
    Field Description
    Valid From Start date of the validity period of the route.
    Valid Thru End date of the validity period of the route.
    Start Warehouse Warehouse at the start of the tour.
    End Warehouse Warehouse at the end of the tour.
    Default Start Time Start time of the tour.
    Default User Driver for the tour.
    Default Truck Vehicle of the type Truck Fast or Truck Slow that the driver can use during the tour. Refers to a value from the Vehicle object.
    Trailer 1 Vehicle of the type Trailer that the driver can use during the tour. Refers to a value from the Vehicle object.
    Trailer 2 Second vehicle of the type Trailer that the driver can use during the tour. Refers to a value from the Vehicle object.
  5. Save your changes.
  • Add Customers to Routes
    After you create a route by using a route template, you can add one or more customers to the route. When you add customers, they’re added sequentially to the route. You can modify the customer sequence on the Edit Sequence page. You can create customers and a list of tasks for the customers on the route.
  • Edit Customer Sequence in Routes
    Reorder the sequence of the customer in a route by providing the sequence number or use the drag-and-drop feature on the Edit Sequence page. Drivers execute the tasks and the visits for customers based on the customer sequence set in a route.