---
schema_version: "1"
id: 913d22c9fac89d860443d1ff079ed379bb3d123dc259598b698601ab81ec9b7a
title: Data Quality Guidelines
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/salesforce_maps_adv_bestpractice_data.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.salesforce_maps_adv_bestpractice_data.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f4d906b7cfc36719e01198161ea05ab872f01c2d833a1535c4d186b9be11a53a
description: 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.
products:
  - Sales
  - Salesforce Maps
release: "264"
---
# 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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=sales.salesforce_maps_editions.htm&amp;release=264.0.0&amp;type=5" title="Identify supported Salesforce editions, user interfaces, and product areas.">View supported editions</a>.</td></tr></tbody></table>

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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          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d14875e61">To ensure...</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d14875e64">It’s best that you...</th>
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          <td data-label="To ensure..." class="slds-cell-wrap" style="vertical-align:top;" headers="d14875e61 ">Balanced territories</td>

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            <p>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.</p>
            <div>
              <p>Salesforce offers ways
                for you to create balanced territories and assignments.</p>
              <dl>
                <dt style="font-weight:bold;padding-top:.25rem;">Territory Planning</dt>
                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">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.</dd>
                <dt style="font-weight:bold;padding-top:.25rem;">Enterprise Territory Management</dt>
                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">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.</dd>
              </dl>
            </div>
          </td>

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          <td data-label="To ensure..." class="slds-cell-wrap" style="vertical-align:top;" headers="d14875e61 ">Data quality</td>

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            <ul>
              <li>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.</li>

              <li>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.</li>

            </ul>
          </td>

        </tr>
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    </table>

#### See Also

- [_Salesforce Help_: Designing Strategic Territories](https://help.salesforce.com/articleView?id=territory_planning_design.htm&language=en_US)
- [_Salesforce Help_: Enterprise Territory Management](https://help.salesforce.com/articleView?id=tm2_intro.htm&language=en_US)