Salesforce Maps Application Settings

The settings page can be accessed from the Main Navigation toolbar, by clicking on the gear icon in the upper right corner:


You will see the following tabs in the left sidebar:

1. General: Lists options for units and proximity.
2. Routes & Schedule: Lists options for routes and schedules.
3. List: Lists configuration for the list view.
4. Data Sources: Salesforce Maps Data information.

1. General

General page has the following options:

• Default Units: Sets the units for the map scale. This option also applies to routing and rule distances. (miles vs kilometres).
• Invert Proximity: Enabling this setting will isolate all markers outside of a boundary instead of isolating markers inside the boundary.
• Default proximity type:  Select the proximity type (Travel Time, Travel Distance, As Crow Flies)
  • Radius: Sets a travel time radius for a Travel Time proximity (for example, how far can I travel in 20 mins?) Sets a travel distance for a Travel Distance proximity (for example, what's the maximum distance I can travel on the roadways if I can only go 5 miles?) For more information, refer to Travel Time and Travel Distance Proximity Boundaries.
  • Units: Specifies the default units for the proximity.

2. Routes & Schedule

The Routes & Schedule settings are defaults and you can always override these settings when creating a new Route or a Schedule. These settings are categorized into three sections:

General

• Default Transportation Mode: This allows you to specify the default driving mode (such as Driving, Walking, Bicycle)
• Optimize By: Provides two travel optimization methods, giving users the best solution to their geolocation problems.
  • Fastest Shift Completion - prioritize the earliest completion of all stops in a shift.
  • Least Windshield Time - prioritize the shortest amount of time spent in transit.
• Default Start / End Location: This allows you to specify the default starting and ending location(s) (chosen from your Favorite Locations).
  • Note that Salesforce Maps routes use your Favorite Locations to set your default Start and Stop locations. To create Favorite Locations, refer to Creating a Favorite Location
• Default Route Type: This allows you to specify whether the default route type should be standard or time-based.
• Default Event Duration: This allows you to specify the default stop duration.
• Add duplicate stops to a route: When checked, allows to add duplicate stops to the route.

Shift Times

• Users can select working hours for each day of the week. Simply select when a day starts and ends. Users can edit individual days to make adjustments.

Break Information

• Allows you to specify whether or not to include a daily break, e.g. Lunch in your schedule. If a break is set up, it will appear every day of a user's schedule. Additionally, it will be automatically excluded from optimization when generating a Schedule.
• Note: Break times cannot be edited or removed from a single day. If a user needs to remove a break, the default option in Settings needs to be changed.

3. List

The List page allows you to adjust the column visibility and order for the List view.

4. Data Sources

Access details for the third-party data sources available in Salesforce Maps.

Note:- For your reference, Salesforce Maps installed version is also available at the bottom left of the Settings window.

See also:

Route And Schedule Optimization