Scheduled Routes

Scheduled Routes are a route optimized by appointment times first, distance second. These routes are intended to ensure that you never miss a meeting, or cut the time too close between scheduled appointments.

This tutorial assumes that you understand the basics of adding stops to a route and saving that route. If you need some guidance with basic routing functionality, refer to the main routing tutorial.

This document will cover the following:

1. Creating a Route from Your Calendar
2. Switching to a Schedule Route
3. Adding Meeting Times to Your Route
4. Adding New Stops During Down Time
5. Customizing Personal Preferences
6. Object-level Routing Defaults
7. FAQs


Creating a Route from Your Calendar

If you use Salesforce Events to manage your scheduled visits, those can be pulled into Geopointe and used as your starting point for your routes. Note: This must be done before adding another stop to the route. If you try and do this after you've already started a route, the icon is grayed out.

Start on the Map, and go to the Routes sub-tab. Click the New Route button to expose the route builder.

At the top of the builder there is a Calendar icon, which should be one of the few that is not grayed out. Click on it. You will be prompted to choose a day to import from. Clicking inside the data box will give you a calendar to select the correct day. Click Import.

Geopointe will then import all events that have addresses attached and are attached to records that have been mapped. An error message will tell you it could not pull in any events. The records it can successfully plot on the map will become the beginnings of a route, automatically set to be a schedule.


Switching to a Schedule Route

A route does not need to start with pre-set appointment times. If you start a route as a distance route and decide to change your mind, you can do so easily. Click the Type drop-down on the route builder and switch it from Distance to Schedule.

After the switch, the route will start by making some assumptions. It will put your first stop at the beginning of your working hours (edited at the top of the route). It will also assume that all stops are for your default time, set in your personal map settings.


Adding Meeting Times to Your Route

Your Scheduled Route will begin with some kind of time frame—either coming from imported events or from default times created based on your work hours and default meeting duration. After you have that initial route created, you can adjust the times to meet your needs.

For example, This stop defaulted to an 8am arrival and 30 minute meeting time. To change it to later in the day, click on the digital clock. The time and duration then become editable. Assign the time and change the duration as needed.

Note that already, the route is warning me that this route is too long to be run in a single day. When this error shows up, the route will disappear from the map and no route detail will be given until it's corrected. If all stops need to be made that day, consider decreasing stop duration or lengthening work hours.

A completed and ready to run route would look something like this:

Note that if you are giving yourself less than 10 minutes of leeway, the route will warn you that you will cutting your arrival close.


Adding New Stops During Down Time

Especially when building a route from imported events, down time is a possibility, better spent additional visits beyond what was previously planned. If the route builder finds a large enough gap to include another stop, it will alert you of unused time.

To find something to fill the time, you could supplement your route after a data set, places, or address search. For this example, accounts were searched in a map view that included stops 1 and 2.

After selecting a new stop and giving it a meeting time and duration, the route automatically optimizing where it fits, both time-wise and distance-wise. As expected, this became the new second stop. But, it's still displaying a warning about a gap.

To finish filling in the day, places search is going to help find a good snack destination.

With Astro Burger added to the route, it informs me that a 45-minute lunch will cut it close to that next meeting.

When happy with your route, don't forget to Save updates by clicking the Floppy Drive icon.

Customizing Personal Preferences

A scheduled route is partially controlled by setting that can be preset. These presets are easily accessible by all users and helps make the route building process faster. To access these preferences, click on the setting icon in the upper right corner of the map.

While all the options in this pane are to help you customize your map experience, look at the Routing Defaults Section. Below are the ones to focus on most:

Route Optimization Type: Whichever route type (schedule or distance) you expect to use most can be set as your default option.

Route Window: Set your default work hours. They can always be adjusted for abnormal days on the route.

Route Stop Duration: Set your averaging meeting length. Again, this can always be adjusted on the route itself.

Object-level Routing Defaults

If there are fields in your Salesforce instance that designate the start time and duration of a stop, these can be used to set the defaults. These settings are controlled by a Geopointe Admin only.

To change these defaults, go to Geopointe Setup and navigate to the Map Objects sub-tab. Edit the object(s) that correspond the appropriate route stops.

In the Advanced Options are two different routing options: Route Stop Time Field and Route Stop Duration Field. Add the appropriate field(s) by clicking [change]. When ready, save the Map Object.

This will most often be used in service capacities—different types of service work have pre-determined appointment times. But this allows greater control based on variables you designate to create intelligent default route stop times and durations.

Here are a couple of videos that cover how this works when implemented:



Can a scheduled route be used over multiple days?
No. Scheduled routes are intended to encompass a single day's worth of visits and meetings.

Why won't it give me driving directions for a route that doesn't meet my criteria? I don't care if the route runs a little late in the day.
The whole point of the scheduled route optimization is to help you plan your day and get to every stop within the appointed time. Because that is the goal of this route type, we will not allow those constraints to be broken and create an unrealistic route.