Salesforce Maps Advanced User Setup

This article explains how a user completes the initial setup process in Salesforce Maps Advanced after being added to a Visit Plan for the first time, so that routes can be generated for them.

Prerequisites

• User has Salesforce Maps Advanced permission set license assigned.
• User has SF Maps Advanced permission set assigned.
• User is assigned to a Maps Advanced Visit Plan.

Setting Default Route Preferences

Before routes can be generated for users, they first need to set their default Starting and Ending locations, Working days and times, and whether a Break should be included each day. To set these default settings, each user should navigate to the Maps Advanced Route tab and follow the steps below:

1. If it's the first time accessing this tab, or no default settings have been configured, the user will be greeted with a getting started screen. Click the Get Started button to begin.
2. From the Start Location and End Location fields, input an address and select the option provided. Click Next.
3. Select the applicable workdays of the week. Click Next.
4. Select the start and end times for each workday. Click Next.
5. Choose whether or not to include a break during each workday. Select Yes to include a break and set the start and end times of the break period. During set break periods, no visits will be scheduled.
6. Click Finish.