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Name and Describe Your Visit Plan

The name and description of the visit plan appear on the Visit Plans page in Salesforce Maps Advanced.

Required Editions

  1. Make sure that you have the Maps Admin, SF Maps, and SF Maps Advanced permission sets assigned to you.
  2. From the App Launcher, find and select Maps Advanced Visit Plans.
  3. Click New Visit Plan.
  4. In the New Plan wizard, under Name Your Plan, enter a name and description for your visit plan.
  5. Click Next.
    Set Up Calendars appears in the visit plan wizard.
Example
Example

Your visit plan generates routes for reps to visit high-priority customers in December. You name your plan December Routes and add a description of This plan focuses on Platinum accounts for seasonal releases.