Get systems, processes, and people in place before you create visit plans in Salesforce Maps Advanced routing. Before you begin, confirm that you installed Salesforce Maps and gave users access to it and to Salesforce Maps Advanced.
- Designate an OAuth User for Route Optimizations
Assign yourself or a colleague as the OAuth user. Salesforce Maps Advanced processes route optimizations through the OAuth user on Salesforce Maps servers. That way, no one is affected during intensive system processing. - Add Trusted IP Ranges to the OAuth User’s Profile
If your org enforces IP restrictions, add the trusted IP ranges to the OAuth user’s profile so that your org can reach the backend services required by Salesforce Maps products and Sales Planning. - Keep Salesforce Data up to Date
Schedule batches to send and receive data to Salesforce Maps Advanced routing. - Creating a Custom Output Object for Visits
Set up Salesforce Maps Advanced to create events on reps’ calendars as the output of creating routes. If you don’t want to use events to represent visits, create a custom output object. For example, you can create a custom output object based on visits in Consumer Goods. - Create a Custom Routable Object
Salesforce Maps Advanced comes with the following standard routable objects: accounts, cases, contacts, leads, and opportunities. If you want to use a different object containing location data for your customers, create a custom routable object. - How Advanced Routing Profiles Work in Salesforce Maps
When you generate routes in Salesforce Maps, a routing profile tells Advanced Routing which visit, travel, and priority constraints to honor first. Built-in presets and custom profiles set Low, Medium, High, or Not Used weights on six constraints. One profile on a Maps permission group gives your users in that group the same route behavior.