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How Advanced Routing Profiles Work in Salesforce Maps
When you generate routes in Salesforce Maps, a routing profile tells Advanced Routing which visit, travel, and priority constraints to honor first. Built-in presets and custom profiles set Low, Medium, High, or Not Used weights on six constraints. One profile on a Maps permission group gives your users in that group the same route behavior.
Required Editions
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What Routing Profiles Control
Field teams often balance competing goals on the same day: hit a visit target, keep cadence between repeat visits, and still reach high-priority records. A routing profile tells Advanced Routing which of those goals to honor first when Advanced Routing generates routes in Salesforce Maps.
Each profile sets a penalty weight of Low, Medium, or High for every constraint. Those weights decide what Advanced Routing prioritizes. For example, Advanced Routing can shorten travel time or keep proper spacing between visits to the same account.
Working hours, break times, start and end locations, and visit durations live on the Maps permission group or for each user. Advanced Routing reads the routing profile from the Maps permission group assigned to the user who owns the generated route. Every user in that group receives the same constraint weights.
Custom routing profiles live in Salesforce Maps Settings, under Advanced Routing | Routing Profiles. Most teams start from a built-in preset and change one or two weights. To create a profile and assign it on a permission group, see Create and Assign Advanced Routing Profiles in Maps.
Built-In Routing Profile Presets
Salesforce Maps includes three built-in routing profile presets. Cadence is the spacing between repeat visits to the same account. Use a preset as is or as the starting point for a custom profile.
The Default preset uses every constraint. Visit Range, Visit Gap, Priority, and Max Segment Time are High. Urgency is Medium. Travel Time is Low. This mix hits daily visit targets, keeps cadence, and still honors priority on records. This preset fits days when visit targets, cadence, and record priority all matter.
The Efficient Travel Without Priorities preset includes more visits in the day and keeps travel time low. Visit Range and Max Segment Time are High. Visit Gap and Travel Time are Low. Priority and Urgency are Not Used, so Advanced Routing ignores priority and urgency fields on records. This preset fits days when packing more stops and shortening drives matter more than priority or urgency fields.
The Cadence Focused preset keeps proper spacing between repeat visits to the same account. Visit Gap and Max Segment Time are High. Visit Range and Travel Time are Low. Priority and Urgency are Not Used. This preset relaxes the daily visit-count target so cadence takes precedence. This preset fits days when spacing repeat visits matters more than hitting the daily visit count.
This table compares how each preset sets required and optional constraints.
| Preset | Required Constraints | Optional Constraints |
|---|---|---|
| Default | Visit Range High, Visit Gap High, Travel Time Low | Priority High, Urgency Medium, Max Segment Time High |
| Efficient Travel Without Priorities | Visit Range High, Visit Gap Low, Travel Time Low | Priority Not Used, Urgency Not Used, Max Segment Time High |
| Cadence Focused | Visit Range Low, Visit Gap High, Travel Time Low | Priority Not Used, Urgency Not Used, Max Segment Time High |
Required and Optional Constraint Weights
Each constraint uses Low, Medium, or High. The weight controls how heavily Advanced Routing penalizes a violation of that constraint. A higher weight makes Advanced Routing work harder to satisfy that constraint, even when that choice weakens other constraints.
Visit Range, Visit Gap, and Travel Time are required. These three constraints always use a Low, Medium, or High weight.
- Visit Range, or Target Number of Visits
- Controls how strongly Advanced Routing tries to hit the target visit count per day. A High weight strongly penalizes routes with fewer visits than the target.
- Visit Gap, or Visit Spacing
- Controls how strongly Advanced Routing enforces cadence between repeat visits to the same account. A High weight strongly penalizes visits that are too early or too late relative to the cadence.
- Travel Time
- Controls how strongly Advanced Routing penalizes longer drive times between stops. A High weight shortens travel, even when visit order changes.
Priority, Urgency, and Max Segment Time are optional. To remove an optional constraint from optimization, set it to Not Used.
- Priority
- Controls how strongly Advanced Routing favors high-priority records over low-priority records when it selects which visits to include.
- Urgency
- Controls how strongly Advanced Routing factors in urgency, such as overdue visits, when it orders and selects stops.
- Max Segment Time
- Controls how strongly Advanced Routing enforces a cap on drive time between any two consecutive stops.
If you don't enter values in the Priority or Urgency fields on records, set those constraints to Not Used. Otherwise, Advanced Routing optimizes around empty data.
How Penalty Levels Change Generated Routes
The Low, Medium, High, and Not Used levels control how much each constraint influences a generated route. You select a level for each constraint. Advanced Routing then favors routes that satisfy higher-weighted constraints.
These levels describe how much influence each constraint has on the generated route.
- Low: Advanced Routing considers the constraint without overriding other factors.
- Medium: Advanced Routing applies moderate influence from the constraint when it builds the route.
- High: Advanced Routing strongly enforces the constraint and trades off other optimizations to satisfy the constraint.
- Not Used: Advanced Routing ignores the constraint. This level is available only for optional constraints.
Because Advanced Routing trades constraints against each other, raising one weight lowers the relative influence of the other constraints. For example, a High Travel Time weight produces shorter drives. A High Travel Time weight can also reduce how closely the route hits the daily visit target. A High Visit Gap weight protects cadence and can add drive time between stops.
A small Maps permission group is a useful place to compare routes from a new profile with routes from the previous profile. Differences in travel time, visit count, and cadence show which constraints the new weights favor.
Maps Settings That Live on Permission Groups
Working hours and related schedule settings live on the Maps permission group, not on the routing profile. A routing profile controls only constraint weights for Advanced Routing. A Maps permission group is a Salesforce Maps setting, not a Salesforce permission set.
The Maps permission group stores these schedule and route settings:
- Working hours, or shift hours, for each day of the week, on the permission group or for each user
- Break time and duration, on the permission group or for each user
- Default start and end locations, on the permission group or for each user
- Default visit duration for events, on the permission group or for each user
- Transportation mode
- Route type
- Allow duplicate stops
- Optimization method
Each Maps permission group references one routing profile in the Route & Schedule section. Teams that need different optimization behavior use separate permission groups.
Users join a Maps permission group by user assignment or by Salesforce profile. An assignment by user applies the routing profile to that user. An assignment by Salesforce profile applies the routing profile to every user who has that profile. Advanced Routing uses the Maps permission group assigned to the user who owns the generated route.
Most teams start from the closest built-in preset and change one or two constraint weights. Match the weights to the work your users do.
A field service rep who performs scheduled maintenance benefits from a High Visit Gap weight. That setting keeps cadence between repeat visits. A new-business sales rep benefits from a High Priority weight and lighter cadence enforcement, so higher-priority accounts enter the route first.
- Create and Assign Advanced Routing Profiles in Maps
Your users receive the same Advanced Routing weights when you assign one routing profile on their Maps permission group. Start from a built-in preset, or create a custom profile before you assign it.
