Specify Visit Frequency, Duration, and Visit Windows

In Salesforce Maps Advanced, specify your visit requirements manually or get them from fields in a routable object.

In the dataset wizard, under Visit Requirements, enter the days between visits in Minimum Days and Maximum Days. As a shortcut, select a frequency from the Suggested Frequency list.
For example, each account requires three visits over a 90-day period, or one a month. You divide the total days in the period by the number of expected visits, and you set Maximum Days to 30 and Minimum Days to 27.
If an object field contains your visit frequency, select the field from Value from Selected Field. If the field doesn’t contain a value, then routes use the values in Minimum Days and Maximum Days.
Enter visit duration and buffer time in minutes, or select the field from Value from Selected Field.
Buffer time is additional time to add to the Salesforce-calculated travel time between visits to account for unexpected delays, such as traffic congestion. Or, time for reps to take notes or walk across large parking facilities.
Under Visit Windows, specify the days and times for customer visits for this dataset.
1. If a field on your routable object contains your visit window, select that field from the Field Associated to Advanced Visit Windows list.
2. If there are two windows for visits on the same day, you can add a window.
  
  For example, store franchise customers prefer visits from 9:00 AM to 11:00 AM, and then again from 1:00 PM to 4:00 PM.
Click Next.
Field filters for future visits appear in the dataset wizard.

Product Area