Salesforce-Maps-Professional Salesforce Maps Accredited Professional Question and Answers

To set their office address as the default start and end location for new Routes within Salesforce Maps, a Sales Rep can follow these steps1:

• From the Maps interface, click on the Settings gear icon at the top right corner of the navigation bar.
• Select Routes & Schedule from the navigation sidebar on the left to open the Routes and Schedule settings menu.
• Under General, select an existing Favorite Location as the default start and end location. If the office address is not already a Favorite Location, the Sales Rep can create one by following these steps2:
• Click Save to save the default settings.

Salesforce Maps is a powerful tool that supports field sales operations from top to bottom. It combines geographical data with CRM data, including critical features such as territory management, route optimization, geolocation tracking, and data visualization. To replace a legacy mapping solution with Salesforce Maps, the best action for an implementation partner is to transform the customer’s business processes and capture new requirements to implement in Salesforce Maps. This way, the partner can leverage the full potential of Salesforce Maps and tailor it to the customer’s specific needs and goals. The partner can also help the customer with the implementation process, such as assessing the current sales operations, defining the records and fields for the datasets, creating and publishing alignments, and controlling access to datasets and alignments. The partner can also provide training and support for the customer to ensure a smooth transition and user adoption. References: Ultimate Guide to Salesforce Maps: How to Use & Implementation, Implementing Salesforce Maps Territory Planning, Best Sales Mapping Software | Salesforce Maps - Salesforce.com US, Salesforce Maps Configuration | Salesforce Trailhead, Discover Salesforce Maps | Salesforce Trailhead

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.

The Project Manager should manage this situation with the customer. The Project Manager is responsible for overseeing the project scope, timeline, budget, and deliverables. They should communicate with the customer about the impact of the new requirement on the project and negotiate a mutually agreeable solution. They should also document any changes to the project scope and update the project plan accordingly. This is explained in the Salesforce Maps Implementation Methodology document.

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.

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 on consecutive days for the same customer. This is explained in the Specify Visit and Optimization Parameters section of the Salesforce Help Docs.

According to the Salesforce Maps Configuration module on Trailhead1, to create multiple visit windows for different types of visits, you need to create two lookup fields on the Account object to the Visit Window object. This way, you can assign different visit windows to different routable records.

Balance prioritizes equal distribution of the selected attribute across territories in your focus. This is the best option for ensuring revenue is distributed as evenly as possible across the entire sales team1. References: Optimization in Salesforce Maps Territory Planning

According to the Salesforce Help article on Creating Visit Plans5, this is the correct order of steps for designing a process for Maps Advanced solutions. A visit plan contains the input for reps’ routes, such as datasets, calendar object, planning period, and optimization parameters5. After creating a visit plan, an admin can assign users or user profiles to it, so that they can generate routes based on the visit plan criteria5. Then, an admin can run optimization to create visits, which are individual stops on a route. Optimization takes into account various factors such as travel time, working hours, visit windows, and priorities5. Finally, users can view their visits in Salesforce Maps or Retail Execution app, and execute them according to their schedule6.

there are three configurations that each user 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

These are the two options that an admin has when defining the Visit Duration in a Maps Advanced Visit Plan. Visit Duration is the amount of time that a user plans to spend at each stop on their route. The admin can configure the Visit Duration for a routable object in two ways:

• The admin can select a field from the routable object that contains the duration value, such as a custom field or a standard field like Estimated Travel Time. The field must be a number or text field that contains only numbers.
• The admin can enter any length of time in minutes in the Visit Duration field on the Maps Advanced Route Waypoint object. The Visit Duration field is a number field that accepts values from 1 to 1440 (24 hours). The admin cannot use fixed values like 60 minutes or 30 minutes as options for defining the Visit Duration, as these are not configurable options in Maps Advanced. The Visit Duration must be either a field from the routable object or a value entered in the Visit Duration field on the Maps Advanced Route Waypoint object.

The Publish to Salesforce Maps option is not turned on in the Publish options of the Maps configuration. This option allows users to publish their alignments to Salesforce Maps as Shape Layers and Auto Assignment rules. If this option is not enabled, users will not see Salesforce Maps as a publishing option in Territory Planning. This is explained in the Configure Options for Publishing Alignments document.

According to the Salesforce Maps documentation1, when using the limit areas by attribute option during an optimization, some units may be trimmed from the areas and assigned to a specific area or the unassigned bucket, depending on the leftover unit assignment setting. To visualize these leftover units, the user must open the alignment using the “Include Unassigned Units” option, which will display all units in the data set, regardless of whether they are assigned to an area or not. This option can be found in the Alignment Settings window, under the Data tab2. By selecting this option, the user can see the leftover units on the map and in the legend, and decide how to handle them. References:

• 1: Optimization in Salesforce Maps Territory Planning | Salesforce Help1
• 2: Alignment Settings | Salesforce Help3

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 to be 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.

To avoid redrawing the existing territory boundaries every time they create a new data set and alignment, Alpine Energy can use the Import from Alignment feature in Territory Planning. This feature allows the customer to import an existing territory model and boundary assignments from another alignment that uses the same territory boundaries as the new data set. This way, the customer can save time and effort by reusing their previous territory design and making adjustments as needed. To use this feature, the customer can follow these steps:

• Click the Territory Planning tab to launch the app and display the Browser window.
• Hover over an active data set and click the + symbol to add a new alignment.
• Enter a Name and Description (optional) for the alignment and click Next.
• In the Create Alignment window, select Import Model | Import from Alignment | Next.
• Select an existing alignment from which to import the model and boundary assignments.
• Click Import.

References:

• : Create an Alignment in Salesforce Maps Territory Planning | Salesforce Help
• : Import a Territory Model from Another Alignment | Salesforce Help

According to the Salesforce Help document 1, this error means that the user specified in the file does not match an existing Salesforce User. The admin needs to make sure that the user name or ID in the file is correct and that the user has access to Territory Planning.

According to the Salesforce Help article on Maps Geocoding FAQ4, geocoding is the process of taking input text, such as a street address, and returning a latitude and longitude, which can be used to plot the location on the Earth’s surface. Salesforce Maps relies on interacting with a geocoding service through an API4. One of the initial troubleshooting steps that a consultant should take to address geocoding issues is to check Salesforce Help for the Maps Geocoder coverage table to determine what’s the level of geocoding coverage for the client’s region5. The geocoder coverage table contains information such as coverage level, localized address labels, point addresses, postal codes, and postal code format for each country or area5. Another initial troubleshooting step that a consultant should take is to assess the quality and structure of theaddress information on the client’s records. The quality and structure of the address information can affect the accuracy and completeness of geocoding results4. For example, incomplete or invalid addresses, missing or incorrect postal codes, or non-standard address formats can cause geocoding errors or failures4.

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.

According to the Trailhead module 3, the import from alignment feature allows planners to import existing territory boundaries from a previous alignment into a new data set and alignment. This way, they can avoid redrawing the boundaries every time they create a new data set and alignment. This feature is useful for companies like Alpine Energy that realign their sales territories quarterly and want to preserve their previous alignments.

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 custom object 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 also needs 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 the records 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.

Because Salesforce Maps is an installed package, its data and configurations cannot be moved via change sets. Change sets can only move metadata components between orgs, not data records or custom settings. Therefore, the Maps Administrator should consider recreating the Salesforce Maps data and configurations by hand in the destination org, or using a third-party tool or API to automate the process. This is explained in the Salesforce Maps Apex Developer Guide.

According to the Trailhead module on Get to Know Salesforce Maps Territory Planning4, one way to ensure that Universal Containers will only plan territories for states they do business in is to filter the boundaries by states in the “Create Data Set” stage4. This will allow them to select only the states that are relevant for their business and exclude the rest from their territory planning process4.

Schedule is the feature that they should use to optimize their outside sales team’s time in the field and ensure that their stops appear in their Salesforce calendar as events. Schedule is a feature that allows users to create and optimize a schedule of appointments for a day or a week4. Schedule requires all appointments to have a start and end time or duration5. Schedule also lets users sync their appointments with their Salesforce calendar as events4. This way, the users can optimize their time in the field and keep track of their scheduled events. Click2Create is a feature that allows users to create records directly from the map view, such as leads or accounts2. Data Layers are layers that display data from Salesforce objects or external sources on the map6. Routes are features that allow users to create and optimize a route of stops for a day without requiring scheduled start and end times or durations4. These features are not relevant to the goal of optimizing their outside sales team’s time in the field and ensuring that their stops appear in their Salesforce calendar as events.

Maps Live Asset Daily Summary is the object that the Admin should include in a Salesforce Report to see the total distance traveled each day by a Sales Rep. Maps Live Asset Daily Summary is a custom object that stores information about the daily activities of a Maps Live Asset, such as a vehicle or a mobile device3. One of the fields in this object is Total Distance Traveled, which captures the total distance traveled by the asset in miles or kilometers4. By creating a report based on this object, the Admin can compare the actual distance traveled to the distance submitted by each Sales Rep for reimbursement. Maps Live Asset Daily Summary Event, Maps Live Event, and Maps Route are not the correct objects for this purpose.

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 assigned accounts 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 address fields4.

Salesforce Maps allows users to check in and check out of tasks, events, and other records from the map interface. This feature helps users track their activities and log their visits. However, some users may forget to check out of a task when they leave an appointment, which can cause inaccurate data and reports. To prevent this, an admin can enable the “Auto Check Out” feature for the corresponding Base Object under Installed Package | Configure | Base Objects. This feature automatically checks out a user from a record when they move away from the location by a certain distance. The admin can specify the distance threshold and the time interval for the auto check out feature. This way, the users do not have to manually check out of a task, and the data is updated automatically. References: Salesforce Maps User Guide, Salesforce Maps Check In and Check Out, Salesforce Maps Base Objects

The two permission sets that an admin must assign to a sales rep to enable their location tracking are SF Maps and SF Maps Live Mobile Tracking. These permission sets grant access to the Salesforce Maps app and the Salesforce Maps Live feature, which allow users to activate and deactivate live location tracking through their mobile device. The admin must also assign the corresponding permission set licenses and a Maps Permission Group with the Enable Live Mobile Tracking permission. This is explained in the Enable Live Location in the Maps App document.