Route-based assignments versus territorial assignments
Key Takeaway
Route-based assignments need both the accounts and the user on the same route, so account manager relationships must be present. Territorial assignments use org units or trade org units instead.
In Agentforce Consumer Goods, you can manage account manager relationships through territory or through routes. Territorial assignments cover an entire region. Route-based assignments give users such as sales representatives and merchandisers only the customer information and tours they need.
Routes and tours
A list of customer stops in a specific sequence, together with the visit type, is automatically assigned to a route. Routes are typically used in emerging or fragmented markets. They're mapped to warehouses with drivers, products, and vehicles.
Van sales, pre-sales, and merchandising tours can be created at the backend or in the mobile system, based on routes. Delivery tours are integrated from external systems.