Help | Opti-Time for Salesforce

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.

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 Configuration 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

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

Sectorization

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

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).