Creating Visit Plans

In Salesforce Maps Advanced, sales and service managers create visit plans that contain the input for reps’ routes.

1. Visit Plans Checklist
   Before you create a visit plan in Salesforce Maps Advanced, make sure that you have the data and criteria you need, such as custom objects.
2. Name and Describe Your Visit Plan
   The name and description of the visit plan appear on the Visit Plans page in Salesforce Maps Advanced.
3. Select a Calendar Object for Output
   In Salesforce Maps Advanced, standard event or custom object records are the output from route generation. For example, if the Event object is the calendar object, then events appear on your reps' calendars after reps generate routes.
4. Creating and Prioritizing Datasets
   In Salesforce Maps Advanced, a dataset is a collection of customer records containing location data for routing. Use datasets in your visit plan to determine the customers placed on routes, the reps assigned to routes, and how often customers are visited. To create routes that align with your business priorities, prioritize datasets in the visit plan.
5. Assign Users to Your Visit Plan
   You can assign users or user profiles to a visit plan to generate routes for those users. After you save the visit plan, assigned users receive an email instructing them on how to generate routes in Salesforce Maps Advanced.
6. Define Required Visit Plan Settings
   In Salesforce Maps Advanced, set the route planning period and the number of routes to include when you generate routes. Also, specify how often to regenerate (optimize) routes during the planning period.
7. Specify Visit and Optimization Parameters
   Tailor routes in Salesforce Maps Advanced when you prevent scheduling more than one visit during a shift and limit the length of shifts. Specify maximum drive time between stops, and choose your preferred speed to optimize non-batched routes. Keep in mind, as a by-product of these constraints, optimizations can be less efficient and deliver fewer routes to reps.
8. Review and Save Your Visit Plan
   After you specify all your visit plan requirements and settings, review and save your plan. After you save it, assigned users receive an email instructing them on how to generate routes in Salesforce Maps Advanced.