Key Terms and Concepts for Salesforce Maps Advanced Routing

What’s a Routable Object?

A standard or custom object containing location data that can be mapped. Salesforce Maps Advanced comes with standard Salesforce routable objects such as accounts, cases, contacts, leads, and opportunities. Your field reps visit locations on their routes, such as an account location.

What’s a Visit Plan?

A template for creating a route. Visit plans collect the requirements for a route in one place, enabling you to easily regenerate routes with the same criteria if your calendar changes. Visit plans include routable objects to represent accounts or visits, a list of reps who perform the visits, start and end dates, and other settings such as shift times.

What’s a Visit Window?

A timeframe in which a customer or prospect accepts visits from a rep. A visit window can include specific days in the week or even certain hours during the day. You specify visit windows in visit plans. After visit windows are set, Salesforce Maps Advanced schedules all future visits within these windows. If you don’t specify visit windows in the visit plan, Salesforce Maps Advanced schedules visits within the reps’ working hours and the visit plan start and end dates.

What’s the Relationship Between Visit Plans and Routes?

Optimized routes are the output of visit plans. When a field rep generates a route in Salesforce Maps Advanced, the visit plan tells the product the requirements for the route. Reps can regenerate routes from visit plans whenever their schedules and other criteria change, such as customer visit windows and days off.

What’s an Output Object?

A standard or custom object that represents a scheduled visit after a rep generates a route. By default, output is events on reps’ Salesforce calendars.