---
schema_version: "1"
id: 439c5a5a0e1c9026b055bea3f7ab6767ea7aeba7abf72a91ef0cceb3c9f36212
title: Route Planning and Coverage for Pharmaceutical Reps
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/salesforce_maps_advanced_concepts_route_planning.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.salesforce_maps_advanced_concepts_route_planning.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 57319c59d69d0093464f7a7c45ad53c9bb77a8cadaecf5738857a70b94fc3e1b
description: Suppose you’re a pharmaceutical sales operations manager with 25 new field reps to onboard. Use Salesforce Maps Advanced routing to create routes for the field reps’ first month, to help ensure that they meet the visit targets for the medical offices that they support. Use the following checklist to assemble your data and criteria before you generate routes.
products:
  - Sales
  - Salesforce Maps
release: "264"
---
# Route Planning and Coverage for Pharmaceutical Reps

Suppose you’re a pharmaceutical sales operations manager with 25 new field reps to onboard. Use Salesforce Maps Advanced routing to create routes for the field reps’ first month, to help ensure that they meet the visit targets for the medical offices that they support. Use the following checklist to assemble your data and criteria before you generate routes.

### 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>

![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 Salesforce Maps Advanced schedules reps for in-person visits only.

**Pre-Implementation Checklist**

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:20.32520325203252%">
        <col style="width:79.67479674796748%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d7919e67">Requirement</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d7919e70">Scenario Details</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d7919e67 ">Calendar object</td>

          <td data-label="Scenario Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d7919e70 ">The object that represents rep visits. In this scenario, rep visits appear as events on
            your reps’ Salesforce calendars, so your calendar object is the Event object.</td>

        </tr>
        <tr class="">
          <td data-label="Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d7919e67 ">Routable object for location data</td>

          <td data-label="Scenario Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d7919e70 ">
            <p>The object containing the locations of your medical office accounts. In this scenario,
              assume that your Accounts object contains location data. If it doesn’t, create a custom
              object that contains the location data.</p>
            <p style="margin-bottom:0;">With location data you can generate the most
              efficient routes for your reps.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d7919e67 ">Visit frequency and visit windows</td>

          <td data-label="Scenario Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d7919e70 ">In this scenario, the minimum and maximum days between visits are 10 and 30 days,
            respectively. Office business hours are 9 AM to 5 PM.</td>

        </tr>
        <tr class="">
          <td data-label="Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d7919e67 ">Visit object</td>

          <td data-label="Scenario Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d7919e70 ">The object containing data about whether your reps have completed a visit. In this
            scenario, your visit object is the Task object.</td>

        </tr>
        <tr class="">
          <td data-label="Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d7919e67 ">Assigned accounts</td>

          <td data-label="Scenario Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d7919e70 ">Accounts are assigned to reps through a user lookup field on the routable object. In
            this scenario, the account owner is responsible for visiting the medical offices. When you
            generate routes, the optimization process adds stops to your reps’ schedules for the accounts
            that they own.</td>

        </tr>
        <tr class="">
          <td data-label="Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d7919e67 ">Visit timeframe</td>

          <td data-label="Scenario Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d7919e70 ">You’re generating routes for the month of January, so your start date is January 1 and
            the end date is January 30.</td>

        </tr>
        <tr class="">
          <td data-label="Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d7919e67 ">Maximum shift length and other settings</td>

          <td data-label="Scenario Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d7919e70 ">Your field reps have a maximum shift of 8 hours.</td>

        </tr>
      </tbody>
    </table>

Conflicting events on your reps’ calendars, such as days off, are accounted for when Salesforce Maps Advanced creates routes. You can regenerate routes at any time to accommodate changes such as rep rescheduling or company holidays.