Visit Plans Checklist

Before you create a visit plan in Salesforce Maps Advanced, make sure that you have the data and criteria you need, such as custom objects.

Required Editions

View supported editions.

Rows showing main steps to create visit plans

High-Level Task	Questions to Answer	Example
Create a plan	In your company, who creates and maintains visit plans? Visit plans require a dedicated person to keep them current and relevant for reps.	To create and update visit plans, a retail operations manager requires the Maps Admin, SF Maps, and SF Maps Advanced permission sets. To generate routes, the manager's reps require the SF Maps and SF Maps Advanced permission sets.
Select calendar data	How do you represent reps’ visits on their schedules? Events are standard. Anything else needs a custom output object.	You use events to represent retail reps’ visits on their calendars, so you use the Event object for the output object.
Select visit data	Which Salesforce object containing location data do you want to use? Accounts, cases, contacts, leads, and opportunities are standard. Anything else needs a custom routable object. Do you want to route multiple objects? Do you have visit frequency or prioritization fields in Salesforce that you want to use in the scheduling process? Do you have a target number of visits, minimum days between visits, or time to complete a visit? Do your accounts have visit windows? Do your accounts have a promotional period?	You use Consumer Goods and your custom routable object is RetailStore. That RetailStore object contains formula fields for minimum and maximum days between visits based on quarterly visit requirements. The object looks up to visit windows that contain standard business hours and temporary visit windows for seasonal businesses.
Assign users	Are routable records owned by a single user or shared between users? User lookup fields on routable objects determine your reps' account assignments. Do reps have Salesforce licenses to generate their own routes?	The account owner is responsible for visiting stores. When you generate routes, the optimization process adds stops to your reps’ schedules for the accounts that they own.
Specify advanced settings	What timeframe do you want the visit plan to cover? Do you update route data periodically during the visit plan timeframe? For example, when integrated systems update data or when reps use administrative time. Do your reps frequently reschedule visits during the day? Does your organization limit the number of hours employees can work? For example, for part-time employees or overtime restriction compliance.	You decide the visit plan applies to routes for your next business quarter. You choose to optimize routes weekly. You allow a shift length of no more than 4 hours for part-time reps.