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Salesforce Maps
Automate User Schedules and Routes in Salesforce Maps

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Automate User Schedules and Routes in Salesforce Maps

Salesforce Maps Advanced automates users' schedules and routes for up to 3 months.

Required Editions

Available in: Lightning Experience and Salesforce Classic
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

A manager creates a visit plan that includes the data, users, and criteria to optimize routes, and field users generate their routes automatically by providing input such as days off and shift times. The visit plan determines the best-fitting routes.

  1. Create an Automated Visit Plan in Salesforce Maps Advanced
    Optimize field users' routes automatically over a 3 month window based on your visit criteria.
 
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