Update Saved Schedule Plans from the Field in Salesforce Maps Mobile

This article answers how to update, remove, and add events to a saved Schedule plan directly from the Salesforce Maps Mobile app while in the field.

Video Walkthrough

Check out the following video to learn how to update saved schedule plans in the Salesforce Maps Mobile application.

Update an Event

1. Open Salesforce Maps Mobile and navigate to the Schedule tab to open your schedule day view.
2. Review the list of events on the schedule. To update an event's start or end time, click the time field below the event name.
3. Set the new start and end time and click Save to update the event on your schedule.
4. Click Map My Schedule to display the current drive time and distance between events, and click the Maps tab to see the navigation path.

Remove an Event

1. Open Salesforce Maps Mobile and navigate to the Schedule tab to open your schedule day view.
2. Click the three vertical dots next to the event name and select Return to Unscheduled.
3. Click the three vertical dots next to Unscheduled and select Remove All.
4. Click Map My Schedule to display the current drive time and distance between events, and click the Maps tab to see the navigation path.

Note: Updating and removing events from Salesforce Maps Mobile also updates and removes the corresponding events in Salesforce.

Add a New Event

1. Navigate to the Layers tab and plot the saved Salesforce Marker layer for the reference you want to visit.
2. Navigate to the Maps tab, click the marker, and select Add to Schedule.
3. Navigate to the Schedule tab and select Add to Schedule next to Unscheduled. Salesforce Maps schedules a new event at an optimal time in your day.
4. To move the event to a different time, click the time field below the event name, select the new start and end time, and click Save.
5. Click Save in the top right of the Schedule tab to save the new event to your schedule and your Salesforce calendar.