Welcome to Opti-Time for Salesforce Help!
Find out about Opti-Time for Salesforce versions Geo, Tour and Optim via the following FAQ, version notes, and the user and administrator Help notes.
Frequently Asked Questions
Trial Version, installation
> How can I trial Opti-Time for Salesforce?
> How can I trial Opti-Time for Salesforce on a smartphone or tablet?
> Why can’t I install Opti-Time for Salesforce in my existing Org?
Utilisation
> What if the map doesn’t display?
> What if my data don’t display on the map?
What’s new in Opti-Time for Salesforce?
Read the Opti-Time for Salesforce Release notes and find out about recent software releases and updates, or bugfixes and workarounds for each version. You can also reread previous release notes.
Opti-Time for Salesforce Help
Browse all relevant Help topics, searching for specific articles by subject:
Installation / Start-up
- Install Opti-Time for Salesforce in a Sandbox environment
- Install an Opti-Time for Salesforce update
- List of available language versions
- Change language > User name > My settings
- What are roles, and how are they used?
Import / Create data
- Import accounts and contacts into Opti-Time for Salesforce > Accounts tab > Tools
- Create account / contact... > Accounts tab / Contacts > Create...
Geocoding and address location
- Geolocate/Geocode account or contact address > Accounts / Contacts tab
- Geocode several customers or contacts > Accounts / Contacts tab
- View an account/contact on a map > Accounts / Contacts tab
- View several Accounts/contacts on a map > Accounts / Contacts tab
- Configure Batch geocoding tab > Administration tab
- Programming an automated batch geocoding event > Salesforce Setup function
- Apply colour condition to map markers > Administration tab
Data search
- Search for address, account, or contact... > Opti-Time tab > Search for address
- Search around on accounts, contacts, or points of interest near a reference point > Opti-Time tab > Search around
Route calculation
- Calculate a route between several points > Opti-Time tab
Single route optimisation
- Optimize a route > Opti-Time tab > Optimize a route
-
Suggest a slot > Opti-Time tab > Next slot
GeoScheduling
Preparing for GeoScheduling
- Define account constraints > Accounts tab
- Define resource constraints > Human Resources tab
- Geocode resources > Human Resources tab
- Manage events > Events tab
- Geocode events > Events tab
GeoSchedule customer visits
- Define optimization perimeter > Geo-scheduling tab > Optimisation
- Track optimization in progress > Geo-scheduling tab > History
- Analyse optimization summary > Geo-scheduling tab > History
- Manage optimization History > Geo-scheduling tab > History
- Create automated optimization templates > Geo-scheduling tab > Scheduled task
Sectorization
- Definition of the perimeter to sectorize > Sectorization tab
- Automated or manual sectorization > Sectorization tab
- Validation > Sectorization tab
-
Validation > Custom permissions (SalesForce setup) > Sectorization tab
Administration
- Configure Results layout tab > Administration tab
- Apply colour condition to map markers > Administration tab
- Configure Batch geocoding tab > Administration tab
- Configure Optimisation settings > Administration tab
- Located objects mapping > Administration tab
- Configure Providers tab > Administration tab
- Configure Sectorization tab > Sectorization tab
Need more help?
Find the answers to any other questions you may have about standard Salesforce functionalities under Opti-Time Help:
Want to know more about Opti-Time for Salesforce?
Write to us by email indicating the version of Opti-Time for Salesforce you are using (Geo, Tour or Optim).