---
schema_version: "1"
id: d2784094d15a6f38dd83d15399e58c206f71c2e33ad32647b00ee3f38fa0ba90
title: Visit Prioritization for Restaurant Account 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_visit_plans.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.salesforce_maps_advanced_concepts_visit_plans.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e2ee84e0dcf8894a68c4c5ae6718b7f75ad23d9bf1f3d2f43552206bfe6d3bfd
description: 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.
products:
  - Sales
  - Salesforce Maps
release: "264"
---
# Visit Prioritization for Restaurant Account Reps

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

<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="d14812e67">Requirement</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d14812e70">Scenario Details</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d14812e67 ">Calendar object</td>

          <td data-label="Scenario Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d14812e70 ">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.</td>

        </tr>
        <tr class="">
          <td data-label="Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d14812e67 ">Routable object for location data</td>

          <td data-label="Scenario Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d14812e70 ">
            <p>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.</p>
            <p style="margin-bottom:0;">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.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d14812e67 ">Visit frequency and visit windows</td>

          <td data-label="Scenario Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d14812e70 ">In this scenario, the Accounts object contains fields for visit target numbers for the
            quarter and visit target numbers for Restaurant Week.</td>

        </tr>
        <tr class="">
          <td data-label="Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d14812e67 ">Visit object</td>

          <td data-label="Scenario Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d14812e70 ">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="d14812e67 ">Assigned accounts</td>

          <td data-label="Scenario Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d14812e70 ">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.</td>

        </tr>
        <tr class="">
          <td data-label="Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d14812e67 ">Visit timeframe</td>

          <td data-label="Scenario Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d14812e70 ">You’re generating routes for the month of November, so your start date is November 1
            and the end date is November 30.</td>

        </tr>
        <tr class="">
          <td data-label="Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d14812e67 ">Maximum shift length and other settings</td>

          <td data-label="Scenario Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d14812e70 ">Your field reps have a maximum shift of 8 hours.</td>

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