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Track Schedule Usage in Salesforce Maps

Publiceringsdatum: Mar 6, 2024
Beskrivning

Admins have the ability to track their users’ schedule usage in Salesforce Maps. “Track Schedule Usage” is a feature available in the Routes and Schedule configuration that gives an administrator insight into what events are being created by the Salesforce Maps Schedule feature. When this feature is set up, a checkbox field will be checked whenever an event is created by the Maps Schedule feature.

Lösning
  1. Navigate to the Object Manager and create a checkbox type field on the Activity object. This checkbox will be used to determine if an activity record is created by the Salesforce Maps Schedule, so make sure to name it something descriptive.
  2. Navigate to Setup → Installed Packages and select “Configure” next to the Salesforce Maps Package. Select the “Routes and Schedule” tab inside of the Maps configuration page.
  3. Inside of the “Routes and Schedule” tab, select your Event configuration. Select the “Track Schedule Usage” dropdown and map the checkbox field you created in Step 1.
  4. Navigate to Maps, and add a record to Schedule. Save your Schedule. Review the newly created Schedule event or custom activity and note that the checkbox used to track schedule usage is now checked.

 

See Also:

Create New Events with Maps Schedule

Exclude Specific Records from Schedule in Salesforce Maps

 

Knowledge-artikelnummer

001174549

 
Laddar
Salesforce Help | Article