Salesforce Updated Salesforce-Maps-Professional Exam Questions and Answers by dean

The sales managers should use Maps Advanced and create logical visit plans to ensure a logical routing structure for door to door sales and cover all houses on one street before moving to the next. Maps Advanced allows users to create visit plans based on various criteria, such as frequency, priority, location, and availability. Users can also use logical visit plans, which are a type of visit plan that assigns visits based on proximity and order. This can help users visit all the houses on one street before moving to the next, and reduce travel time and distance. This is explained in the Create a Logical Visit Plan document.

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.

These are two factors that an admin should keep in mind during the oAuth process when setting up Maps Advanced. According to the article "OAuth user requirements for Salesforce Maps"1, an oAuth user is required to establish a secure asynchronous connection with the Salesforce Maps Advanced, Live Tracking, and Territory Planning products. The oAuth user impacts the following product functions:

• Performs optimizations for routes in Advanced Routing
• Uploads results of Live Rules into customer Org in Live Tracking
• Performs optimizations for territories in Territory Planning To perform these functions, the oAuth user should have full CRED (Create, Read, Edit, Delete) rights for records being routed1. The oAuth user should also be assigned a role that is above the Maps Advanced end-users in the Salesforce Role Hierarchy1. This ensures that the oAuth user can access and modify the records of the end-users. Having the SF Maps Admin permission set is not the only prerequisite for the oAuth user, as the oAuth user also needs to have the Salesforce Maps Advanced Permission Set License assigned and the SF Maps Advanced Permission Set assigned1. The oAuth user does not need to fall within Sales organization, as this is not a relevant factor for setting up Maps Advanced.

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