Opti-Time for Salesforce calculates an optimized rout on the basis of geographic and operational constraints as defined by the user. Thanks to built-in optimization algorithms the application helps you to define the best possible sequence for visits due to be made over one day.
The route optimization is applied over one day between several points, for example different accounts, contacts, leads or points of interest. These points may have been added manually one by one. They can be situated around a previously defined reference point. The results of this calculation display subsequently in a map, and a list of infoboxes flag the various route stops. These stops on the route can be re-ordered manually. The result of this optimized day can then be sent to the Salesforce agenda by creating the events that correspond to the route stops.
Route optimization is also used in the context of the timeslot allocation function, adding the geographic dimension when inputting a new visit timeslot for an existing account.
The different object types manipulated in the search around must have been geocoded beforehand. Consult the on-line Help pages to see how to localise/geocode an account/contact or geocode several accounts / contacts.
> Opti-Time tab > Optimize a route
The Optimize a route tab suggests optimizing a route that covers several points. These points can be added one by one, or selected beforehand depending on their proximity via the route around a previously defined reference point.
Select the objects to visit
Start by selecting the objects (these are often accounts or contacts) to be visited. To do this, three methods are available:
- Select objects manually (accounts, contacts...) to visit
Select the stops one by one that you want to add to the route, typing an address directly or searching for an account, a contact, a lead or any other customer object geocoded earlier using the Search bar provided. Click next on the Add the stop button:
- Select the objects to visit using a search around command
The choice of a point to serve as reference for a search around can be set up beforehand in the Search an address tab. Refer to the help item dedicated to the search for an address, account, contact, lead or My position.
The search around function allows you to select a group of points located around a reference point, in the Search around tab. Refer to the search around help item
- Import appointments from the agenda
Click on the Import agenda button to import pre-positioned visits directly on one day (for you or for one of your staff). The objects (accounts, contacts or others) to visit are automatically localised on the map and the list of appointments is displayed on the right.
Define operational constraints
When all the objects are selected, Opti-Time for Salesforce allows you to define the operational constraints that will be taken into account in the optimization.
- Start and arrival constraints
- Handling visit times
Optimize a route
- Search type: accounts, addresses, contacts, leads
- Filter: by view, name, all my accounts, advanced filtering
- Name of the view, account name, filtering rule
When you click on Search, all objects corresponding to the search display in the map background. Simply click to add them to the route (Add a route stop).
Export the results of the search
Save a route in the agenda
More Opti-Time Help...
Consult Opti-Time Help to find out how to optimize several days or several human resources:
- Geoscheduling - Define the optimization perimeter
- Track the optimization in progress
- Analyse the optimization summary
- Manage optimizations history