Optimized Routes and traffic information for scheduled visits
Key Takeaway
Optimized Routes puts only the visits for stores with complete addresses into the best order. Visits for stores with missing or incomplete addresses are sorted by planned visit time instead.
Optimized Routes is an Agentforce Consumer Goods feature that puts a sales rep's scheduled visits for a day into the best order. The best order reduces visit time, which frees up time for additional visits. Sales reps also see the day's route and traffic information on a map.
Optimized Routes in visit preparation
Optimized Routes is part of visit preparation. Sales reps review their scheduled visits for a day from the user cockpit. The schedule holds the visits and appointments that their supervisor or head office planned.
Reps can also use GPS and Google Maps on mobile devices for route optimization and visit planning. In addition, reps can view, search, and filter store locations by visit frequency, history, priority, or account classification.