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Analyze and Compare is a feature that can be used to view proposed changes before reassigning in Territory Planning. This feature allows users to compare different scenarios ofterritory alignment and see the impact of their changes on key metrics such as annual revenue, unit count, and workload balance. This feature can help users make informed decisions and optimize their territories for sales and service performance. This feature is explained in the Create an Optimal Territory Alignment document.

According to the Salesforce Help article on Publish to Enterprise Territory Management in Salesforce Maps Territory Planning2, three things that can be published from Territory Planning to Enterprise Territory Management are: manually assigned accounts, territories, and geographic territory rules. Manually assignedaccounts are accounts that are locked to a specific territory in Territory Planning and will not be affected by optimization or rule changes2. Territories are the hierarchical units that define sales and service coverage areas3. Geographic territory rules are rules that assign accounts to territories based on their addressfields4.

According to the Salesforce Help document 1, to enable task creation on mobile devices, the admin needs to update the assigned button set to include the “New Task” button. This will allow the sales reps to log a task on an account within the map view from their mobile device.

Salesforce Maps can help marketing teams to plan and execute customerevents by allowing them to plot leads and contacts on the map, select a specific location based on the most populated area, create a shape around the selected area, and use mass actions to add leads and/or contacts to an existing campaign. This way, marketing teams can target the most relevant and engaged prospects for their event, and invite them using a marketing campaign. According to the Salesforce Maps documentation1, users can create layers of leads and contacts on the map, filter them by various criteria,such as Pardot score, industry, or account type, select a point of interest as a reference location for the event, such as a hotel or a conference center, draw a shape around the point of interest to define a boundary, such as a radius or a travel time, aggregate the data of the leads and contacts within the boundary, such as the average score or the number of attendees, and use mass actions to add them to an existing campaign inSalesforce2. This process can help marketing teams to optimize their event planning and execution, and increase their attendance and conversion rates. References:

1: Using Salesforce Maps with Pardot for Marketing Automation2

2: Create a Journey Campaign | Salesforce Trailhead Module3

Defining customer user stories is the process of identifying which user stories the implementation team will build based on the customer’s needs and priorities. Designing customer user stories is the process of determining how the implementation team will build the user stories based on the best practices andtechnical specifications. This is explained in the Salesforce Maps Implementation Methodology document.

These are the three steps that the admin must complete to include their custom object Alpine Customers in Maps Advanced routing. According to the article "Configure custom routable object for Maps Advanced"1, a routable object is an object that represents the location users will navigate to within their Salesforce Maps Advanced Visit Plans, such as Accounts. To configure a customobject as a routable object, the admin needs to create a lookup relationship field on the Maps Advanced Route Waypoint object that points to the custom object1. The admin alsoneeds to create a custom report type for the custom object in order to import the customer listfor routing2. Additionally, the admin needs to ensure that all records of the custom object have geocodes (latitude/longitude values) assigned, as this is required for plotting them on the map and routing them3. Making sure that Click2Create is configured for Alpine Customers is not a necessary step, as Click2Create is a feature that allows users to create records directly from the map view, not to include them in routing4. Ensuring that users are assigned to therecords or related records they want to route via user lookup field is also not a necessary step, as this is only required for Enterprise Territory Management integration, not for routing5.

Maps Live Layer and Maps Shape Layer are the two layers required to configure Live Rules. Live Rules are custom geofences that track whether a Maps Live Asset enters or exits a specific area5. To create a Live Rule, the user needs to select a Maps Live Layer and a Maps Shape Layer from the configuration options5. A Maps Live Layer is a layer that displays live location data of assets anddrivers on the map3. A Maps Shape Layer is a layer that displays custom boundaries drawn on the map using polygon, circle, or rectangle tools6. These two layers define the assets and areas involved in the Live Rule. Maps Data Layer and Maps Marker Layer are not required for configuring Live Rules.

An administrator can assign users to a Maps Advanced Visit Plan by either selecting user profilesor individual users from the Users tab in the Visit Plan configuration. This is explained in the Assign Users to Your Visit Plan section of the Salesforce Help Docs.

To see the five most recent Opportunities when a Sales Rep selects a pin from an Account Marker Layer, the developer should use the Related List Tab on the Marker Layer configuration. This tab allows the developer toadd related objects to the marker layer and display them as a list when a pin is clicked. The developer can choose “Opportunities” from the “Add New” drop down and increment the Display counter to “5” to show only the five most recent Opportunities. The Related List Tab is explained in the Explore Salesforce Maps on Desktop unit.

An admin can set up a minimum number of days between visits for a dataset in the Visit Plan configuration. This will ensure that visits generated from a Maps Advanced Visit Plan are not planned onconsecutive days for the same customer. This is explained in the Specify Visit and Optimization Parameters section of the Salesforce Help Docs.