Suppose you’re a restaurant sales manager with reps who service food and beverage
accounts. In November, your region has a Restaurant Week promotion. Clients who participate in the
promotion require higher visit frequencies. And Restaurant Week clients are prioritized over other
clients for that week. Your challenge is to ensure that they’re prioritized without manually
creating routes to optimize reps’ workload and to accommodate days off. Use this checklist to
assemble your data and criteria before you generate routes in Salesforce Maps
Advanced.
Required Editions
Pre-Implementation Checklist
| Requirement |
Scenario Details |
| Calendar object |
The object that represents rep visits. In this scenario, rep visits are represented by
events on your reps’ Salesforce calendars, so your calendar object is the Event
object. |
| Routable object for location data |
The object containing the locations of your food and beverage 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.
You also have a custom routable object,
RW_Accounts, that contains Restaurant Week account locations only. You prioritize the
RW_Accounts object over the Accounts object when you create routes for your reps.
Prioritization means that Salesforce Maps Advanced schedules Restaurant Week clients sooner
on reps’ calendars so that they meet or exceed the maximum number of visits
scheduled.
|
| Visit frequency and visit windows |
In this scenario, the Accounts object contains fields for visit target numbers for the
quarter and visit target numbers for Restaurant Week. |
| Visit object |
The object containing data about whether your reps have completed a visit. In this
scenario, your visit object is the Task object. |
| Assigned accounts |
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 restaurants. When you
generate routes, the optimization process adds stops to your reps’ schedules for the accounts
that they own. |
| Visit timeframe |
You’re generating routes for the month of November, so your start date is November 1
and the end date is November 30. |
| Maximum shift length and other settings |
Your field reps have a maximum shift of 8 hours. |
