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Retail Execution at Your Fingertips
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            Create Optimized Routes

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            Create Optimized Routes

            Generate optimized routes for your field reps with just a few clicks. With constraints such as time period, number of visits, and store operating hours, ensure that reps visit the right stores at the right time.

            Required Editions

            Available in Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled.
            1. From the App Launcher, find and open Salesforce Maps.
            2. Click Maps Advanced Visit Plans, and click New Visit Plan.
            3. Enter a Name and Description.
            4. Click Save and Next.
            5. In the Routing Object section:
              1. From the Maps Base Object Nickname list, select Retail Store
              2. (Optional) Specify logic to filter specific objects. You can visit all objects or filter objects based on certain conditions.
              3. Click Save and Next.
            6. In the Output section:
              1. Select as Visit. This creates a list of visits that are saved in your Salesforce database and assigned to the reps you designate later in the template.
                Note
                Note Configure Visits as an object output in the Maps Advanced Global Settings before they are displayed in the template builder.
              2. Enter Promotional Windows.
                Note
                Note If Promotional Windows are configured in the Global Settings, you can include them in the template.
              3. Enter buffer time.
                This automatically calculates the length to your next destination (in traffic). You can also add an extra buffer between visits. The time between visits is the sum of the time in traffic and the buffer time between visits.
              4. Enter Max Segment Length.
                This sets the limit on the drive time between visits. Maximum segment time is a soft constraint. Locations that require drive time outside of the entered values can still be included in the route, if there is no other way to satisfy their associated frequency requirements.
              5. Click Save and Next.
            7. In the Tooltips section:
              1. Choose the information you want to see when you click a marker.
              2. Click Save and Next.
            8. In the Define Visit Completion section:
              1. In the Visit Object field, select the object that indicates completion of a visit, for example, assessment task.
                This option defines how template builder interprets a completed visit. This Visit Object needs a lookup field to the Routing Object.
              2. In the field,Lookup Field to Visited Object, specify the relation from the Lookup Field to the Visited Object.
              3. In the Visit Date field, select a field on the Visit Object.
              4. In the Optional Advanced Filtering section, you can specify certain field values to include when determining whether to mark the visit as completed.
              5. Click Save and Next.
            9. In the Import Planned Visits section:
              1. Select the appropriate visit object to import the manually created visits
              2. Click Save and Next.
            10. In the Assignment section:
              1. In the Ownership field, select the user to whom routes are assigned.
              2. Click Save and Next.
            11. (Optional) In the Advanced Prioritization section:
              1. Prioritize records based on field values within Salesforce.
              2. Click Save and Next.
            12. In the Route Duration section,
              1. Select a route type. You have three options to choose from.
                • Visit Every Location Once: Select this option to visit every Routing Object once.
                • Hit Target Visit Frequency: Select this option to visit every Routing Object a certain number of times during a time span.
                • Days Between Visits: Select this option to see a customer a certain number of days since their last visit
              2. Select the date from which you want the routes to be planned.
              3. Enter the duration of the visit plan. If you select Repeats, then enter the date until which the routing repeats.
              4. In the Auto Re-optimization section, choose the day and time to reoptimize routes for the users.
              5. Click Save and Next.
            13. In the Count Completed Visits section:
              1. Select if you want to start the visit plan in the middle of a performance period.
              2. Click Save and Next.
            14. In the Confirm and Schedule section, you can choose either of the two options.
              • Send Email to User: Select this button to activate the user and generate an email informing the user that they have been added to Advanced Maps.
              • Generate Routes: Select this button to trigger a mass reoptimization for all users assigned to the template. You can use this if any changes are made to the template.
             
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