Project Kickoff and Business Process Reviews
- At the beginning of the project, we will hold a meeting to discuss your goals for Salesforce Maps and understand your preferred configuration options.
- To suit your needs, we will create five layers, each with up to three preset criteria
- Additionally, we'll configure hover fields with related lists from field data, and set up transportation mode, routing optimization, and scheduling options.
- For optimal efficiency, we will configure up to three routes with a maximum of 70 stops per route.
- Additionally, we'll create company and personal folders for route storage and sharing.
- To customize your experience further, we'll configure units of measurement, default radius, markers, and shape settings.
- To ensure you are well-equipped to utilize Salesforce Maps, we will provide a comprehensive walkthrough of Maps customizations and cover common user tasks.