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.
Required Editions
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To customize settings: | Customize Application |
| To view Setup pages and metadata: | View Setup and Configuration |
Regardless of who creates and manages visit plans and schedules, Salesforce Maps Advanced has processes that work through the OAuth user.
Note The OAuth user doesn’t override the logged-in user’s visibility when
events are marked as private. The OAuth user also doesn’t override scheduling route
optimization for other users.
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To designate yourself as the OAuth user, log in to Salesforce with your username and
password. To designate a colleague, ask that person to log in to Salesforce with their username
and password.
The person you designate as the OAuth user completes the rest of this configuration.
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Confirm that you have the following:
- A role that is above the Salesforce Maps Advanced end users’ role in the Salesforce hierarchy.
- Access to Salesforce Maps Advanced. Specifically, the SF Maps and SF Maps Advanced permission sets assigned to you.
- Access to the Salesforce objects used in the visit plan process, such as the Account, Event, and Task objects.
- From Setup, in the Quick Find box, enter Installed Packages, and then select Installed Packages.
- Next to the Salesforce Maps package, click Configure.
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To meet data residency requirements, open your permission groups and
set Off-Platform Processing Location to the location that matches your
Salesforce instance location. For example, your Salesforce instance is based in Europe, so you
set your off-platform processing location to Europe in each permission group.
- Select OAuth.
- Click Authorize.
- Click Allow Access.