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Salesforce Maps
Complex Visit Frequencies and Windows for Consumer Goods Reps

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Complex Visit Frequencies and Windows for Consumer Goods Reps

Suppose you’re a retail sales manager using Consumer Goods to support brick-and-mortar store accounts and seasonal retail pop-up stores. It can be a challenge to balance routes to maintain customer satisfaction and meet visit targets. And you want to avoid burning out your reps. Use this checklist to assemble your data and criteria before you generate routes in Salesforce Maps Advanced.

Required Editions

View supported editions.
Note
Note Salesforce Maps Advanced schedules reps for in-person visits only.

Pre-Implementation Checklist

Requirement Scenario Details
Calendar object The object that represents rep visits. In this scenario, rep visits are represented by visit records in Consumer Goods, so you add a lookup relationship to the visit object in Routes & Schedule in Setup.
Routable object for location data

The object containing the locations of your retail accounts. In this scenario, you use the Retail Store object, with location information in that object.

With location data you can generate the most efficient routes for your reps.
Visit frequency and visit windows In this scenario, the Retail Stores object contains formula fields for minimum and maximum days between visits derived from quarterly visit requirements. The Retail Stores object looks up to visit windows that contain standard business hours and temporary visit windows for seasonal businesses.
Visit object The object containing data about whether your reps have completed a visit. In this scenario, your visit object is the Visit object in Consumer Goods.
Assigned accounts Accounts are assigned to reps through a user lookup field on the routable object. In this scenario, the account owner is responsible for visiting stores. When you generate routes, the optimization process adds stops to your reps’ schedules for the accounts that they own.
Visit timeframe You’re generating routes for the fourth quarter of the calendar year, so your start date is October 1 and the end date is December 31.
Maximum shift length and other settings Your field reps have a maximum shift of 7 hours.

Example for Determining Days Between Visits

Your customers expect three visits every quarter.

Determine By Using this Method
Maximum days

Calculate the number of days in the quarter.

90 days / 3 months = 30 days maximum between visits
Minimum days Decide on a number of days between visits that’s less than 30 so that optimizations can adjust visit schedules and increase the likelihood of achieving full coverage.

Customers Who Require Special Visit Schedules

When visit requirements for customers vary, you can route reps through the same neighborhoods multiple times. To help your reps avoid repeat trips through the same neighborhoods on different days, cluster visits geographically. To do so, determine a common denominator for the minimum days between visits such as 7, 14, 21, or 28.

See Also

 
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