Implementing Salesforce Maps Advanced Routing

Install and configure Salesforce Maps Advanced routing so that sales and service managers support their reps with optimized routes, visits, and schedules.

• Preparing for Routing Automation
  Get systems, processes, and people in place before you create visit plans in Salesforce Maps Advanced routing. Before you begin, confirm that you installed Salesforce Maps and gave users access to it and to Salesforce Maps Advanced.
• Creating Visit Plans
  In Salesforce Maps Advanced, sales and service managers create visit plans that contain the input for reps’ routes.
• Fine-Tuning Your Routing Implementation
  To streamline your business processes, refine your routing implementation after you set up Salesforce Maps Advanced and create a visit plan. For example, create predefined visit windows for chains and franchises and then share them with your reps to apply to their accounts.
• Best Practices for Routing Success
  As you implement Salesforce Maps Advanced, observe these best practices.