The Sales team wants to specify days of the week that visits can be scheduled at a certain Account by Maps Advanced Visit plans. What does an Admin need to set up to meet this requirement?
Salesforce Maps Advanced Visit Plans allow users to create and optimize routes for visiting customers based on various criteria and settings. One of the settings that can be configured is the visit window, which specifies the days and times that a customer can be visited. To meet the requirement of specifying the days of the week that visits can be scheduled at a certain account, an admin needs to set up the visit window for that account. The visit window can be defined at the account level or the dataset level. The admin can use the standard fields of Start Date, End Date, Start Time, and End Time, or create custom fields to define the visit window. The admin can also use the Promotional Window field to override the visit window for a specific period of time. The visit window helps to ensure that the routes are generated according to the customer's availability and preference.Reference:Creating Visit Plans,Define Visit and Optimization Parameters,Create and configure Maps Advanced Visit Plan
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