---
schema_version: "1"
id: d0da3eb7ac10a2c4c0217e3b02a478f2d8be11db899046d9462b9022e8d970c1
title: Create an Automated Visit Plan in Salesforce Maps Advanced
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/salesforce_maps_setup_visit_plans_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.salesforce_maps_setup_visit_plans_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8a6d8c8d9f0eff99c2bd2ef93f8a85014e0df014eefecf58654ca66e6df663b9
description: Optimize field users' routes automatically over a 3 month window based on your visit criteria.
products:
  - Sales
  - Salesforce Maps
release: "264"
---
# Create an Automated Visit Plan in Salesforce Maps Advanced

Optimize field users' routes automatically over a 3 month window based on your visit criteria.

### 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;">Available in: <strong>Lightning Experience</strong> and <strong>Salesforce Classic</strong></td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d8594e74">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d8594e74 ">To configure Salesforce Maps:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d8594e74 ">Customize Application</td>
          </tr>
        </tbody>
      </table>

Before you start:

- Install Salesforce Maps Advanced.
- Enable Maps and Location Services in your org.
- Assign the Salesforce Maps Advanced permission set license and permission set to the users that you plan to route. See [Give Users Access to Salesforce Maps](https://help.salesforce.com/s/articleView?id=sales.salesforce_maps_setup_permissions_sets.htm&release=264.0.0&type=5 "Give your users access to Salesforce Maps by assigning permission set licenses, permission sets, and permission groups.").

1. From the App Launcher, find and select **Maps Advanced Visit Plans**.
2. Click **New**.
3. Enter the plan details, including the records or objects to visit, the users to route, and the plan's date range.
4. Enter the visit criteria.
5. Assign users to the plan.
6. Save the visit plan.
7. To generate routes, open the active visit plan and click **Plan Visits**. Field users generate their route by clicking **Plan My Visits**. Routes are generated from the start date through the visit plan's end date.
    
    To generate routes programmatically, use the `StartAdvancedOptimizationForVisitPlan` or `StartAdvancedOptimizationForUsers` global method in the Salesforce Maps Developer Guide.