Using Salesforce Maps for Job Shops (Simple Route Planning Walkthrough)
Автор: The BlackIron Group
Загружено: 2026-01-14
Просмотров: 4
This video shows how Salesforce Maps can be used by job shops and manufacturers to plan real-world customer visits.
I walk through building a route from existing customers, planning stops, and heading out for the day. This is a simple, practical use case - no advanced optimization, no complex rules - just how job shops actually use Maps when they’re balancing shop work with customer visits.
You’ll see:
Selecting existing customers in Salesforce
Building a basic route in Salesforce Maps
Planning customer visits efficiently
Keeping field activity connected back to Salesforce
For job shops that split time between the shop floor and the road, this is an easy way to stay organized without adding complexity.
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