---
schema_version: "1"
id: 584e2a9290123599f9c0a396d4c4c4d2b092f2141ffd5bfe48f7bd69efa2d90d
title: Accommodate Prescheduled Visits
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_events.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.salesforce_maps_adv_visitplan_datasets_create_events.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d357670280102b683eeb4f114e5b5e2352f8a5ef4b54e3d202d13b16c998534f
description: 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.
products:
  - Sales
  - Salesforce Maps
release: "264"
---
# 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.

### 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>

Track manually scheduled visits in the output object for your visit plan. For example, if you use the Event object as your output (calendar) object, then event records represent manually scheduled visits.

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

Note If you designate an OAuth user, the OAuth user doesn’t consider private events during route optimization because the OAuth user doesn’t have access to other users’ private events.

1. In the dataset wizard, under Field Filters, add filter criteria to narrow down the records representing scheduled visits that you want to include in the dataset.
    
    ![Event page showing filter criteria of Subject field equals "Scheduled."](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-salesforce_maps-264-0-0-production-enus/2addcda4-01f0-4f47-83c5-f499a45bf555/salesforce_maps/images/dataset4.png)
    
    For example, reps use the Visit Type field in your routable object to indicate whether a customer visit is virtual or on-site. Under Field Filters, you set Visit Type to On-Site Meeting to include only on-site meeting records when you generate routes.
2. Click **Next**.
    
    The object and fields that represent completed visits 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

The custom output object for your visit plan is based on the Consumer Goods Visit object. Reps can also create visits manually. When reps create a visit, they set the Call Type to Visit and the Status to Planned. You include this criteria as a filter to ensure that these visits are included when the rep generates routes.