Plan for your Salesforce Maps Advanced implementation and rollout. The better you prepare, the better your reps are able to meet with more customers in less time.
Required Editions
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Implementation Strategy
Because Salesforce Maps Advanced requires numerous configurations, consider appointing a dedicated project manager for your implementation.
- To verify your use case requirements, refer to the pre-implementation checklists in Sample Scenarios for Salesforce Maps Advanced Routing.
- To gather the objects, fields, and business logic for visit plans, use the visit plan checklist in Create Visit Plans.
Testing Strategy
Achieve a successful rollout and increase rep adoption by establishing a testing strategy. Test your product features before you release them to your teams. For example:
- Practice running route optimizations in a sandbox.
- Start small and plan visits for one rep who owns a defined set of records. Then identify configuration or user issues in the error log. Repeat the process for other users, then create visit plans for your teams.