After you specify all your visit plan requirements and settings, review and save your
plan. After you save it, assigned users receive an email instructing them on how to generate
routes in Salesforce Maps Advanced.
Required Editions
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On the Maps Advanced Visit Plans tab, in the New Plan wizard, click Confirm and
Save.
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Review your visit requirements and settings. You can save your plan and come back later to
specify more requirements.
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If everything looks good, click Confirm & Save.
A list of visit plans appears and your visit plan’s status is set to Active.
Salesforce Maps Advanced sends an email to each assigned user informing them of their
assignment to the plan. The email includes a link to the Maps Advanced Route page so that reps
can add personal schedule information such as their starting location and working hours. Reps
must add this information before they can generate their routes.
If your visit plan's status
is Needs Attention, edit your visit plan to include all required elements, such as a dataset,
timeframe, and users.
If your visit plan's status is Deployed, it's active but its
start date is in the future.
