Salesforce Salesforce-Maps-Professional - SalesforceMaps Accredited Professional (SP25)

The administrator must configure “Appointments” in Routes and Schedule settings within Maps Configuration to ensure that a record is created for the custom object while creating a new visit plan for Maps Advanced. This step allows the administrator to select a calendar object for output, which is the object that stores the visit records after route generation. The administrator can choose any standard or custom object that has a start date/time and end date/time field. This is explained in the Select a Calendar Object for Output document.

According to the Salesforce Help article on Routes and Schedule Settings in Maps2, you can enter your travel plans via the Maps Advanced Route tab to let the optimization engine know when and where you will be traveling. This will help you get more accurate routes that accommodate your travel plan.

The Maps Live Asset Daily Summary object should be included in a Salesforce Report to see the total distance traveled each day by a Sales Rep. This object stores the summary information of a Live Asset’s activity for a given day, such as the start and end time, the total distance, the total duration, and the number of stops. The admin can create a report using this object and filter by the Live Asset name or ID to see the distance traveled by each Sales Rep. This is explained in the Create Reports for Live Assets document.

 stop associations are a feature of Maps Live Tracking that allow an organization to see the accounts that are being visited during the day. Stop associations automatically link a user’s location history with nearby accounts, contacts, or leads in Salesforce. This way, an organization can track and analyze the visits made by their mobile users.

Salesforce Maps Advanced Visit Plans allow users to create and optimize routes for visiting customers based on various criteria and settings. One ofthe settings that can be configured is the visit window, which specifies the days and times that a customer can be visited. To meet the requirement of specifying the days of the week that visits can be scheduled at a certain account, an admin needs to setup the visit window for that account. The visit window can be defined at the account level or the dataset level. The admin can use the standard fields of Start Date, End Date, Start Time, and End Time, or create custom fields to define the visit window. The admin can also use the Promotional Window field to override the visit window for a specific period of time. The visit window helps to ensure that the routes are generated according to the customer’s availability and preference. References: Creating Visit Plans, Define Visit and OptimizationParameters, Create and configure Maps Advanced Visit Plan

there are three configurations that eachuser assigned to a Maps Advanced Visit Plan must complete before routes can be generated. One is to indicate working hours4. Another is to set the start and end locations4. The third is to indicate working days

One way to automate the process of clearing coordinates for records that have address changes is to use a Salesforce automation tool, such as Process Builder or Flow Builder. These tools can help create workflows that trigger actions based on certain criteria or events. For example, theaccount executive from Alpine Energy can use Process Builder to create a process that runs whenever an account is created or edited, and checks if any of the address fields have changed. If so, the process can execute an action that clears the latitude and longitude values of the account record. This way, the next time the account is plotted on Salesforce Maps, it will geocode with the updated address and plot in the correct location. Alternatively, the account executive can use Flow Builder to create a flow that performs similar logic and actions as the process, but with more flexibility and customization options. For more information on how to use Process Builder or Flow Builder, see the references below. References:

2: Automate Your Business Processes with Process Builder | Salesforce Trailhead Module2

3: Automate Your Business Processes with Flow Builder | Salesforce Trailhead Module3

To choose individual accounts from the Map without selecting the underlying geographical container, the Sales Manager shoulduse the Arrow icon and the Unit Mode in Territory Planning. The Arrow icon allows the user to select individualunits (accounts) on the map1. TheUnit Mode allows the user to view and edit units without affecting containers2. The ContainerMode allows the user to view and edit containers without affecting units2. The Filter options inthe legend allow the user to filter units or containers by attributes, but not to select them individually1.

These are two considerations that a Salesforce admin should keep in mind when setting up the OAuth user in order to establish a secure connection with the Salesforce Maps Routing Engine. An OAuth user is required to perform optimizations for routes in Advanced Routing4. The OAuth user should have the following permissions and roles6:

The OAuth user should have the Salesforce Maps Advanced Permission Set License assigned.

The OAuth user should have the Maps Admin and SF Maps Advanced Permission Sets assigned.

The OAuth User has been assigned to a role that is above the Maps Advanced end-users in the Salesforce Role Hierarchy. The OAuth user does not need tobe assigned to an active visit plan, as this is not relevant for setting up an OAuth user. The OAuth user does not need to be assigned to the ‘OAuth user’ profile, as this is not a valid profile in Salesforce.