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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.

Required Editions

  1. In the dataset wizard, under Event, select the fields and corresponding values that you want output records to have by default after reps generate routes.
    Event page showing Subject field equals "Store Visit" as default field value for output records.
  2. Click Next.
    The object, field, and dates that represent promotional windows appear in the dataset wizard.
Example
Example

The custom output object for your visit plan is based on the Consumer Goods Visit object. When reps generate routes, the output is visits. For output records, you specify the default value of Call Type to Visit and Status to Planned.