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Data Quality Guidelines

To ensure that sales and service reps get the best routes to make their trips efficient, use the best quality data in Salesforce Maps Advanced.

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Route optimizations perform best when your Salesforce data includes balanced territories and record assignments. Algorithms drive the optimization process by using multiple data points so that your reps visit more customers and drive fewer miles.

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Balanced territories

Investigate your territories in Salesforce and the balance of reps in each. Adjust record assignments to distribute work efficiently. Imbalanced record assignments can result in too many visit requirements for some reps and too few for others.

Salesforce offers ways for you to create balanced territories and assignments.

Territory Planning
Create balanced, strategic territories that ensure the best coverage by your sales and service reps. Then publish your territories and rep assignments to Salesforce Maps or to Enterprise Territory Management.
Enterprise Territory Management
Create territory structures and strategies when you build a model, and then add account assignment rules. Assign users and accounts, and then run reports to assess your model’s impact.
Data quality
  • Confirm record assignments for all records or related records that you want to include in visit plans. Route optimizations exclude any records that are missing rep assignments.
  • Encourage your reps to always check in when they arrive at visits and to mark visits as done when they leave. If they don’t do so, those visits can reappear on reps’ schedules and give managers an inaccurate read on team performance.

See Also