---
schema_version: "1"
id: 90777ed55ec95a329148ec0c358df3005890bb45d4e42e2617a6b8b5c3bdfc31
title: Select Routable Records and Assign Users
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/salesforce_maps_adv_visitplan_datasets_create_assign.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.salesforce_maps_adv_visitplan_datasets_create_assign.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8f8e726aab74e7d75cd4942d3b780ebb1b36feb763e6173f106f2c61c98dad38
description: 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.
products:
  - Sales
  - Salesforce Maps
release: "264"
---
# 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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=sales.salesforce_maps_editions.htm&amp;release=264.0.0&amp;type=5" title="Identify supported Salesforce editions, user interfaces, and product areas.">View supported editions</a>.</td></tr></tbody></table>

1. In the dataset wizard, from the Assigned User Field Mapping list, select the lookup field that represents the user who is responsible for visiting locations in the dataset. For example, a Route Driver field.
2. If your user field is in a child object related to the routable object, select **Use rep assignment from a related object** and complete the following fields.
    
     
    | This field... | Contains... |
    | --- | --- |
    | Child Object | An object containing the user field, such as the rep. |
    | Relationship Field | A field that relates the child object to the routable object. |
    | Assignment Field | A field that represents the user who is responsible for visiting locations in the dataset. |
    | Assignment Criteria | Filter criteria to narrow down the users to use for record assignment. |
3. Under Field Filters, add filter criteria to narrow down the records that you want to route in the dataset. For example, you want to limit your dataset to customers in Sydney, Australia, so you add filter criteria for the Billing City field. If you don’t add any filters, all records with the user criteria that you specified are included in your dataset.
    
    ![Dataset page showing Route Driver field mapping assignment and Billing City filter criteria.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-salesforce_maps-264-0-0-production-enus/2addcda4-01f0-4f47-83c5-f499a45bf555/salesforce_maps/images/dataset2.png)
4. Click **Next**.
    
    Visit requirements appear in the dataset wizard.

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-salesforce_maps-264-0-0-production-enus/2addcda4-01f0-4f47-83c5-f499a45bf555/images/icon_example.png)

Example

You use the Account object as your routable object for the dataset. Related Account Team Member object records represent account users. Because there can be multiple team members per account, you filter user records to those records with a Team Role field that equals Account Manager to use in the dataset.