To generate routes in Salesforce Maps Advanced, every visit plan requires at least one dataset. If your visit plan has customer groups with different visit requirements, create additional datasets that represent those customers. For example, you have reps who visit both leads and accounts, so you create separate datasets that represent them in your visit plan.
- Name Your Dataset and Select a Routable Object
To generate routes in Salesforce Maps Advanced, every dataset in a visit plan requires a routable object. Routable object records represent the customer locations reps visit, such as accounts. - Select Routable Records and Assign Users
In your Salesforce Maps Advanced dataset, select the records you want to route and indicate the field to determine the user responsible for visiting customer locations. For example, an account rep or merchandiser user. - Specify Visit Frequency, Duration, and Visit Windows
In Salesforce Maps Advanced, specify your visit requirements manually or get them from fields in a routable object. - Accommodate Prescheduled Visits
If reps have appointments on their calendars that Salesforce Maps Advanced didn’t generate, you can include them when you generate routes. Including prescheduled visits in the visit plan ensures that they count towards reps’ visit targets. - Reschedule Missed Visits in Salesforce Maps Advanced
To reschedule missed visits during route optimization, specify how your reps log completed visits. - Show Waypoint Tooltips on Maps
When reps view their routes in Salesforce Maps Advanced, you can display additional information in waypoint tooltips. Waypoints are output records, such as visit records, that appear on reps' schedules and routes. - Specify Default Output Record Values
To create more comprehensive, detailed output records, specify default field values for the records that the visit plan creates in Salesforce Maps Advanced. - Specify Promotional Periods
To support customer promotions in Salesforce Maps Advanced, prioritize visits to customers within a particular timeframe. This timeframe is in addition to the visit frequency requirements specified in the dataset. By default, one additional visit is scheduled to the customer location during the promotional window.