Tourviaformerly RouteForceDocumentation Docs and trust documents
Tourvia documentation for admins, field teams, and buyers
Install Tourvia, configure the Salesforce package, and give field teams the instructions they need for daily use. The register below lists every public document with its audience, language and version.
- Start here: setup, user guide, and configuration guide cover the product path end to end.
- Trust documents: review the Privacy Policy, DPA, and commercial terms before installation.
- Access: assign the supplied Permission Set Groups for users, managers, and admins.
- Preparation: use free browser-only planning tools to screen a CSV or model visit capacity before a field-plan evaluation.
Document register
Every public document, in reading order
Use the product guides for setup and daily work. Use the trust documents for security, privacy, and contract review.
| No. | Document | Audience | Language | Version |
|---|---|---|---|---|
| 01 | Setup GuidePackage installation, permission set group assignment, onboarding flow, licence activation, dashboard verification, and first rollout steps for Salesforce administrators. | Administrators | English | TourviaApp 7.37.0 |
| 02 | User GuideDaily Tourvia usage: map exploration, filters, route building, check-in / check-out, native dashboards, and history reuse. | Field users and managers | English | TourviaApp 7.37.0 |
| 03 | Guide utilisateurThe same user guide in French: carte, filtres, tournées, check-in / check-out, tableaux de bord et historique. | Field users and managers | French | TourviaApp 7.37.0 |
| 04 | Configuration GuideTwo-layer config model, deployment patterns, clone-and-compose guide, App Builder property reference, copy-paste presets, and full field reference. | Advanced admins | English | TourviaApp 7.37.0 |
| No. | Document | Audience | Language | Version |
|---|---|---|---|---|
| 05 | Politique de confidentialitéPrivacy policy: data processed, purposes, processors, retention periods and rights of the persons concerned. | Buyers, security and privacy reviewers | French | Effective 29 June 2026 |
| 06 | Accord de traitement des données (DPA)Data processing agreement: routing service, licence administration data, technical logs, sub-processors and transfers. | Buyers, security and privacy reviewers | French | Version 2.1, 29 June 2026 |
| 07 | Conditions Générales de VenteThe authoritative commercial terms: pricing, term, obligations, liability, termination and reversibility. | Buyers and procurement | French | Version 2.1, 29 June 2026 |
| 08 | Terms & ConditionsEnglish convenience page for the commercial terms and subscription conditions. The French CGV remain authoritative. | Buyers and procurement | English | Convenience summary |
| 09 | Mentions légalesLegal notice: publisher, hosting, intellectual property, personal data and cookies. | Everyone | French | Version 1.1, 29 June 2026 |
By role
Choose your quickest route
Admin starting rollout
Go to Setup GuideBest first stop if you need install steps, permissions, onboarding flow, and first validation.
Field user adoption
Go to User GuideBest first stop if reps need the day-to-day workflow for maps, routes, check-ins, and dashboards.
Advanced admin / architect
Go to Configuration GuideBest first stop for deployment patterns, App Builder settings, config layers, and reusable presets.
Latest release
What is new in TourviaApp 7.37.0
Released 30 September 2026 on the Security-Review-approved lineage. Details for admins are in the setup guide and the user guide.
- Day planning: Plan My Day is mobile-first, with working date, start point, available stops, departure time, visit duration, lunch window, and end-of-day controls before creating Salesforce Events.
- Offline check-in: check-in can queue while offline and synchronize automatically when connectivity returns, or manually with Sync now; Check out is not queued.
- Next step configuration: admins can expose a configurable Task or Event follow-up after a visit, with the block hidden when no next-step options are configured.
Release history
TourviaApp 7.36.0
Released 21 July 2026 on the Security-Review-approved lineage. These are the historical 7.36.0 release notes; the current package and guides above are 7.37.0.
- Reliable replanning: changing route options clears the previous schedule before Events are created.
- Stable recalculation: slow recalculations no longer bring back an obsolete route step.
- Keyboard access and data handling: keyboard focus moves correctly to step actions, Agentforce recency filtering is applied before the result limit, and map markers remain visible when an optional marker type field is empty or invalid.
At a glance
Documentation at a glance
- What is Tourvia?
- A Salesforce managed package for route planning, field visits, and reporting.
- What do you get?
- Interactive map, route planning, field execution, shared filters, heatmap, and native analytics.
- How do you start?
- Click Get It Now on the AppExchange listing for the 30-day trial. Your admin installs and configures the package with these guides.
- Where to verify trust?
- Use the Privacy Policy, DPA, and Terms & Conditions pages to review the contractual and data-processing framework.
Questions? contact@gettourvia.com