To streamline your business processes, refine your routing implementation after you set up Salesforce Maps Advanced and create a visit plan. For example, create predefined visit windows for chains and franchises and then share them with your reps to apply to their accounts.
- Considerations for Scheduling Visits and Events
Anticipate scheduling behaviors when you optimize visit plans in Salesforce Maps Advanced. - Considerations for Optimizing Overlapping Records
Reduce record lock errors when Salesforce Maps Advanced optimization jobs update the same parent account records. - Prevent Certain Events from Appearing on Schedules
Reduce the noise and show only the things that matter when you schedule appointments in Salesforce Maps Advanced. Flag private and all-day events that you don’t want to schedule. - Optimize Visits for the Future in Salesforce Maps Advanced
After updating your active visit plan, push the changes to your reps' schedules on a future date to avoid disturbing their near-term visit schedule. - Create Shared Visit Windows for Individual Routable Object Records
Help your sales reps save time and honor customers’ visit windows by creating shared visit windows for chains and franchises. For example, as a sales and service operations manager, you create windows in Salesforce Maps Advanced that restrict visits to begin and end during certain time frames. Your reps apply those visit windows to the accounts that they sell to and serve. - Set Up Visit Window Selection for Specific Routable Object Records
Make it easy and intuitive for your reps to link a visit window to a customer by creating a lookup relationship and a menu option on the record page layout. If reps don't set visit windows at the record level, then Salesforce Maps Advanced uses the visit window in the visit plan when generating routes. - Verify That Scheduled Batches Are Running
If you're unsure whether your Salesforce Maps Advanced data is being kept up to date through scheduled batches, check the status of the scheduled job in Setup. - Track Route Optimization Status
As a manager, monitor the progress of your reps’ route optimization by using the Maps Advanced Route Template User object. Verify the last time that your reps' routes were optimized in Salesforce Maps Advanced, and identify errors. - Check Optimization Status in Your Calendar
As a rep, monitor the progress of your route optimization through your Salesforce Maps Advanced calendar. Check the last time that your routes were optimized and identify errors.