Visit frequencies and visit windows for Salesforce Maps Advanced routing
Key Takeaway
Visit frequency sets how often a store needs a visit, as minimum and maximum days between visits. Visit windows set when the store accepts visits. If a visit plan has no visit windows, Salesforce Maps Advanced still schedules visits, but only within the reps' working hours and the visit plan's start and end dates.
Salesforce Maps Advanced builds optimized routes for reps who visit stores. Visit frequencies and visit windows are two of the main rules those routes follow. Visit frequency sets how often a store needs a visit, written as minimum and maximum days between visits. A visit window sets which days and hours a store accepts visits, so routes schedule reps only when the store will receive them.
Visit plans
A visit plan holds these route requirements:
- Routable objects
- The reps who do the visits
- Start and end dates
- Settings such as shift times
Optimized routes are the output of a visit plan. Reps can regenerate routes from the visit plan when their schedules, customer visit windows or days off change. Salesforce Maps Advanced schedules in-person visits only.