Salesforce Maps Advanced Routing: Getting Started Guide

Table of Contents

Initial Configuration
Creating a Visit Plan
Route Generation
Best Practices with Maps Advanced Routing

 

Initial Configuration

Begin by verifying that your users have the correct permission set licenses for Maps Advanced, then configure the base objects, schedules, and visit windows that the routing engine will use.

• Permission set licenses and permission sets requirements for Maps Advanced Users
• Create Base Objects to Plot on Maps
• Configure Schedules
• Configure custom routable object for Maps Advanced
• Configure custom output object for Maps Advanced
• Configure the Visit Window custom button with Maps Advanced
• Create and Apply Visit Windows to Individual Records with Maps Advanced
• OAuth user requirements for Maps Advanced
• Schedule Advanced Batches with Maps Advanced

Creating a Visit Plan

Below is the list of articles to help with creating a Maps Advanced Visit Plan with step by step instructions to configure all the tabs on visit plan. 

• Create and configure Maps Advanced Visit Plan
• Set Up Calendars in Maps Advanced Visit Plan
• Create a Data Set in the Maps Advanced Visit Plan
• Prioritize Data Sets in Maps Advanced Visit Plan
• Assign Users to Maps Advanced Visit Plan
• Define Visit Plan Settings in Maps Advanced Visit Plan
• Set Additional Options in Maps Advanced Visit Plan
• Confirm and Save the Maps Advanced Visit Plan

Route Generation

Below is the list of articles to help with setting up user's shift times and calendar settings. Also provide the details on how to generate Advanced Routes for all users or a single user. Learn to create a custom tab to view the route generation progress.

• Maps Advanced User Setup
• Salesforce Maps Advanced Route Calendar
• Generate routes for a single user assigned to Maps Advanced Visit plan
• Generate Routes for all users assigned to the Maps Advanced Visit Plan
• View Maps Advanced Route Generation Progress

Best Practices with Maps Advanced

• Maps Advanced Best Practices and Routing Behavior