--- schema_version: "1" id: 3301657f2a2ce0cb30284525d3da5b1a794731a7607f5fe397c1bf32943d9c84 title: Key Terms and Concepts for Salesforce Maps Advanced Routing 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_terms.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.salesforce_maps_advanced_concepts_terms.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 3d10f64f42a0396aeb0bb2f85e7629d783f59a0e821c69bc7e0048b2f291af80 description: Learn about terms and concepts that you encounter in Salesforce Maps Advanced before you implement it. products: - Sales - Salesforce Maps release: "264" --- # Key Terms and Concepts for Salesforce Maps Advanced Routing Learn about terms and concepts that you encounter in Salesforce Maps Advanced before you implement it. ### Required Editions
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## 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. ![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 You can create a custom routable object that contains retail store or dental office location data. ## 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. ![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 You can create a visit plan for a pharmaceutical sales team’s quarter. The plan contains all providers that require visits and their respective visit targets and cadences for October through December. ## 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. ![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 A doctor’s office has a visit window of Monday through Thursday, 2:00 PM to 4:00 PM. A restaurant has a visit window during their slow time of 10:00 AM to 11:30 AM. ## 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. ![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 You can create a custom output object that represents a visit in Consumer Goods. - **[Days Between Visits](https://help.salesforce.com/s/articleView?id=sales.salesforce_maps_advanced_concepts_minmaxdays.htm&release=264.0.0&type=5)** Learn how Salesforce Maps Advanced determines the dates for customer visits by using minimum and maximum days between visits. #### See Also - [Create a Custom Routable Object](https://help.salesforce.com/s/articleView?id=sales.salesforce_maps_adv_prepare_customroutable.htm&release=264.0.0&type=5 "Salesforce Maps Advanced comes with the following standard routable objects: accounts, cases, contacts, leads, and opportunities. If you want to use a different object containing location data for your customers, create a custom routable object.") - [Creating Visit Plans](https://help.salesforce.com/s/articleView?id=sales.salesforce_maps_adv_visitplan.htm&release=264.0.0&type=5 "In Salesforce Maps Advanced, sales and service managers create visit plans that contain the input for reps’ routes.") - [Create Shared Visit Windows for Individual Routable Object Records](https://help.salesforce.com/s/articleView?id=sales.salesforce_maps_adv_finetune_visitwindows.htm&release=264.0.0&type=5 "Help your sales reps save time and honor customers’ visit windows by creating shared visit windows for chains and franchises. For example, as a sales and service operations manager, you create windows in Salesforce Maps Advanced that restrict visits to begin and end during certain time frames. Your reps apply those visit windows to the accounts that they sell to and serve.") - [Creating a Custom Output Object for Visits](https://help.salesforce.com/s/articleView?id=sales.salesforce_maps_adv_prepare_customoutput.htm&release=264.0.0&type=5 "Set up Salesforce Maps Advanced to create events on reps’ calendars as the output of creating routes. If you don’t want to use events to represent visits, create a custom output object. For example, you can create a custom output object based on visits in Consumer Goods.")