Universal Containers is looking to implement Salesforce Maps Advanced and Consumer Goods Cloud.

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 optimizationto create visits, which are individual stops on a route. Optimization takes into account various factors such as travel time, workinghours, visit windows, and priorities5. Finally, users can view their visits in Salesforce Maps or Retail Execution app, and execute them according to their schedule6.