Tourvia User Guide

Package version: TourviaApp 7.37.0 | September 2026
Audience: Field sales reps, territory managers
Platform: Salesforce Desktop & Salesforce Mobile App

Tourvia is a map-based field operations tool delivered as a Salesforce managed package. It lets you visualize your territory, filter records, plan routes, use GPS-assisted proximity checks, and maintain route history from Salesforce. GPS results depend on device accuracy, geocoding quality, and the configured radius; they do not prove identity or physical presence.

7.37.0 — Plan, check in, and close the visit

Plan My Day (P2)

On a mobile-sized viewport, open Plan My Day (Planifier ma journée / Planificar mi día) from the route workspace. Choose the working date, start point, available stops, departure time, visit duration, lunch window, and end-of-day limit, then review the ordered stops before creating Salesforce Events. The layout is mobile-first: controls stack, the route list remains usable without horizontal scrolling, and touch targets are designed for field use. Desktop shows the same settings in a wider panel.

Offline check-in queue and replay (P3)

If connectivity drops after the visit screen is loaded, submit Check in as usual. Only check-in is queued offline; Check out is not added to this queue. Tourvia shows a pending status and does not claim the Salesforce record was saved while offline. When connectivity returns, synchronization runs automatically; if needed, use Sync now to request it manually. Confirm the success state before leaving the record. If Salesforce rejects the queued check-in for a business validation error, the queue entry is removed and must not be treated as a recoverable offline copy (except where Visit Reports are disabled, per the configured behavior).

Next step after the visit (P4)

After check-out, the visit report can expose a configured Next step action, such as creating a follow-up Task or Event. Select the action, review the prefilled values, and save it in Salesforce. If your admin leaves the next-step options empty, the next-step block is hidden; the visit report itself is still available.

1. Getting Started

Open Tourvia

1. Click the App Launcher (waffle icon) in Salesforce.
2. Type Tourvia and select the app.
3. The map loads automatically with your geocoded records.

Interface overview

Main tabs

• Tourvia: the live map and planning workspace
• Route History: all previously saved routes
• Saved Filters: reusable filter presets you have created or that were shared with you
• Visit Reports: check-in/check-out records and visit outcomes
• Configuration: admin-only settings (not covered in this guide)

2. The Map

The map is the core of Tourvia. It displays three object types simultaneously so you get a complete view of your territory at a glance.

Multi-object display

Tourvia shows Accounts, Leads, Opportunities, and Campaign Members (Campaign Members — since 7.20.0) on the map at the same time. Each object type uses a distinct marker color so you can tell them apart instantly. Toggle each layer on or off via the display pills above the map.

Campaign Members layer

The Campaign Members layer plots every geocoded member of a campaign on the map — useful to plan a tour around a specific roster (Roadshow, Webinar, Trade Show, etc.). A Campaign Member has no address of its own, so Tourvia resolves coordinates from the underlying Lead or Contact parent.

• On a Campaign record page — drop the Tourvia component on a Campaign Lightning Page; the layer is auto-scoped to that campaign and shows every geocoded member.
• On the global Tourvia tab — open Filters & Options → Campaign Members and pick a campaign in the lookup. Leave it empty to load every geocoded member across all campaigns (the radius slider still narrows by distance to your current position).
• Check-in, route building, event creation — work the same as any other marker. The Event WhoId is set to the Lead or Contact (whichever resolved the coordinates), and the WhatId is the Campaign when applicable.

Map layers

Switch between map styles using the basemap selector in the top-right corner of the map:

• Standard: clean street map, best for daily planning
• Satellite: aerial imagery, useful for locating buildings or rural sites
• Terrain: topographic view, useful for elevation-heavy territories

Clustering

When many markers are close together, Tourvia groups them into clusters. A cluster displays the number of map positions it contains. Click a cluster to zoom in and reveal individual markers.

• The clustering radius is set to 60 pixels by default (configurable by your admin).
• As you zoom in, clusters automatically break apart into individual markers.

Map controls

Address source

Markers are placed based on geocoded addresses. Your admin configures whether Tourvia uses the Shipping Address or the Billing Address for Accounts. If a record has no valid coordinates, it will not appear on the map.

3. Marker Popups and Actions

Click any marker on the map to open its popup. The popup shows key information about the record and gives you quick actions, without leaving the map.

What you see in the popup

The popup works for Accounts, Leads, and Opportunities. Each shows:

• Record name: clickable link at the top, color-coded by type (blue for Account, green for Lead, orange for Opportunity). Opens the full Salesforce record.
• Address: with a directions link that opens Google Maps with turn-by-turn navigation to this location
• Phone number: tap to call directly (click-to-call, shown in green)
• Owner: the Salesforce user assigned to this record
• Last visit date: shows the date of the last check-in. Turns red with a "days ago" counter if the visit is overdue (based on your admin's alert threshold)
• Last visit report: if a visit report exists, shows the result (Positive/Neutral/Negative) with a link to open the full report
• Additional fields: extra fields configured by your admin (industry, type, stage, etc.)
• For Opportunities: also shows the parent Account name as a clickable link
• Several records at the same address: the popup switches to a group view listing every record at that location, each with its own link and quick actions

Actions available

Contact lookup (Route steps)

When you add an Account to your route, the route step card can show related Contacts for that account. This lets you see who to call or meet before heading there. This feature is controlled by your admin (ContactLookupEnabled) and appears in the route panel, not in the map popup.

Custom actions (admin-configured)

Admins can add custom action buttons to the popup using RouteForceAction__mdt metadata. These launch Screen Flows directly from the popup, for example a price survey, a shelf audit, or a quick re-order form. See the Configuration Guide for details.

4. Filtering Records

The filter panel lets you control exactly which records appear on the map. Use filters to focus on a specific territory segment, customer type, or follow-up list.

Default filter fields

Tourvia ships with 2 default filter fields:

• Account.Industry
• Account.Type

Your admin can add as many filters as needed: either via RouteForceConfig__mdt (FilterFields__c) or via Lightning App Builder (FlexiPage). Filters are comma-separated field paths, for example:

Cross-object filters are supported (e.g. Opportunity.Account.Industry).

Supported field types

• Picklist: select one or more values from a dropdown
• Multi-Select Picklist: select multiple values with checkboxes
• Boolean (Checkbox): toggle on/off

"Not visited since" filter

This special filter highlights records that have not been visited within a given number of days. The default threshold is 30 days. Use this to identify neglected accounts or leads that need attention.

Fixed date (v7.29+): the dropdown also offers "Pick a date…", which reveals a date field. The map then shows only records with no visit on or after that date (never-visited records are always included). Unlike the rolling "3/6/12 months" options, a fixed date matches calendar-period objectives — for example, enter the first day of the current period to see every account still to visit and work toward 100% coverage. The chosen date is kept when you save the filter, so you can maintain one saved filter per period (update the date at each period start).

How to use filters

1. Open the Filter Panel on the left side of the screen.
2. Set one or more filter values.
3. Click Apply to refresh the map.
4. The map now shows only the records matching your criteria.

5. Saving and Sharing Filters

When you find a filter combination you use regularly, save it as a preset so you can reapply it with one click.

Save a filter preset

1. Configure your filters exactly as you want them.
2. Click Save Filter in the filter panel.
3. Enter a descriptive name (e.g., "Hot Manufacturing Accounts - North").
4. Choose visibility: check Make visible to all users to share it org-wide, or leave unchecked to keep it private.
5. Click Save.

Load a saved filter

1. Open the Saved Filters dropdown. Filters are grouped: My Filters (yours) and Shared Filters (created by others).
2. Select a preset. Tourvia immediately applies all filter values and refreshes the map.
3. An ownership badge appears below the dropdown showing whether the active filter is Private, Visible to all users, or shared by [owner name].

Delete a saved filter

1. Select the filter preset from the dropdown.
2. Click the Delete button. This button is only enabled for filters you created; if the filter belongs to another user, the button is disabled with a tooltip explaining why.
3. Confirm the deletion.

6. Route Planning

The route panel is where you build your daily field plan. Add the stops you want to visit, arrange them in order, configure timing, and let Tourvia handle the rest.

Add stops

Tourvia offers six entry points to add stops to your route — all inline, no modal:

• From the map (marker click): In route mode, click any marker on the map to add it directly as a route step.
• From the search picker: Use the inline Account/Lead/Opportunity record picker in the route panel to find a record by name, then add it.
• From a Salesforce Campaign (since 7.22.0): A second inline picker sits next to the Account/Lead/Opportunity picker — pick a Campaign and every geocoded Campaign Member (Lead, or the Contact's parent Account) is added as a route step in one click. Same inline UX as the other entry points — no modal. Your admin can disable this picker per org.
• From Today's Agenda: Import today's events as route stops directly from the events panel.
• From the Nearby panel: List records around your current GPS position or around any pinned location and add them in one click.
• From the lasso (rectangle selection): Draw a rectangle on the map to bulk-add every record inside it.

Each stop shows its sequence number, record name, city, and record type (Account, Lead, Opportunity, or Campaign Member).

Reorder stops

• Drag and drop: grab a stop and move it to a new position in the list.
• The map updates the route line in real time as you reorder.

Undo / Redo

Made a mistake? Use the Undo and Redo buttons at the top of the route panel to step backward or forward through your recent changes.

Remove a stop

Click the trash icon next to any stop to remove it from the route.

Route settings

Before optimizing, configure these time parameters to get realistic arrival estimates:

7. Route Optimization

Once you have at least two stops and a starting point, click Optimize to let Tourvia calculate the most efficient order.

What happens when you optimize

1. Tourvia sends your stops and selected constraints to its optimization engine.
2. Stops are reordered to minimize total travel time and distance.
3. The optimized route is drawn on the map as a colored line connecting each stop in sequence.
4. Estimated arrival times are calculated for each stop, respecting your departure time, visit duration, lunch break, and end-of-day settings.
5. A route summary appears showing total distance (in km) and total duration.

After optimization

You can still make changes after optimizing:

• Manually reorder stops if you prefer a different sequence.
• Add or remove stops and re-optimize.
• Adjust route settings (departure time, lunch break, etc.) and optimize again.

8. Exporting Routes

After building or optimizing a route, you can export it for navigation or reporting.

Export to Google Maps

Click Export to Google Maps to open the route in Google Maps with all your stops as waypoints. This gives you turn-by-turn navigation for your field day.

• On desktop, Google Maps opens in a new browser tab.
• On mobile, it opens directly in the Google Maps app for live navigation.

Export to CSV

Click Export CSV to download a spreadsheet with your route details:

9. Creating Salesforce Events

Tourvia can create Salesforce Events directly from your route stops, so your calendar reflects your field plan.

Create events from a route

1. Build and optimize your route.
2. Click Create Events (or Create Visits).
3. Single events from marker popups use the RF_CreateEvent flow.
4. Each event includes:
   • Subject: the account or record name
   • Start and end time (based on optimization estimates)
   • Related record (Account, Lead, or Opportunity)
   • Location

Bulk event creation

After optimization, you can create events for all stops at once rather than one by one. Bulk event creation from the route panel uses direct Apex (RouteService.createRouteEvents) for performance. This is the fastest way to populate your calendar for the day.

Calendar overlap detection

Tourvia checks your existing Salesforce calendar before creating events. If a new event would overlap with an existing one, you will see a warning so you can adjust the timing or skip that stop.

10. Today's Agenda (Events Panel)

The Events Panel gives you a quick view of your Salesforce calendar events for today, displayed directly on the map.

How to use it

1. Open the Events Panel.
2. Today's events are loaded automatically and shown as markers on the map.
3. Use the Show/Hide Events toggle to control whether event markers are visible.

Event details

Click an event marker to see:

• Event subject and time
• Related record (Account, Lead, Opportunity)
• Location
• Linked contact name — when the event has a WhoId pointing to a Lead or a Contact, the contact name is shown and clickable to open the record.
• Contact phone number as a tap-to-call link — Mobile Phone is preferred, with a fallback to Phone. One tap opens your dialer on mobile and FaceTime/Teams (or your OS default) on desktop.
• Quick action buttons (open record, navigate, check in)

11. Check-In / Check-Out (Visit Reports)

The check-in/check-out system lets you record visits as they happen, with a GPS-assisted proximity check and a structured visit report.

Step 1: Check in

1. When you arrive at a customer location, open the event marker or event from the Events Panel.
2. Click Check In.
3. Tourvia captures your GPS position and verifies you are within range of the location.
   • The on-site detection radius is 500 meters by default (configurable by your admin).
   • Your GPS accuracy is displayed so you know how precise the reading is.
4. Tourvia creates a lightweight VisitReport__c record with your GPS coordinates and timestamp only.

Previous visit context

When you check in, Tourvia shows you a summary of the previous visit to this same record (if any). This includes the last visit date, result, and notes, so you have context before your meeting starts.

Step 2: Complete the visit report

After your meeting, fill in the visit report. The form shows 3 standard fields (Result, Next Action, Notes) plus admin-configurable custom fields. By default, the custom fields include Satisfaction, Order Amount, and Next Visit Date; your admin can change this via VisitReportCustomFields__c in RouteForceConfig__mdt.

Step 3: Check out

1. Click Check Out when you are ready to leave.
2. Tourvia updates the existing VisitReport__c with the result, notes, next action, and check-out timestamp.
3. Tourvia automatically calculates the visit duration (time between check-in and check-out).

After check-out

• The Visit Report record, created at check-in and completed at check-out, is linked to the Account/Lead/Opportunity.
• A Google Maps link to the check-in location is saved for reference.
• Your manager can review visit reports from the Visit Reports tab.

12. Route History

Every route you build is saved automatically. You can browse past routes, replay them on the map, and reuse them as templates for future days.

Browse past routes

1. Open the Route History tab.
2. Routes are listed by date, most recent first.
3. Each entry shows:
   • Route name (if naming is enabled) or date
   • Number of stops
   • Total distance (km)
   • Total duration
   • Whether it was optimized

Replay a route on the map

Select a past route to replay it on the map. The route line, stops, and sequence are displayed exactly as they were. This is useful for:

• Reviewing what you did on a specific day
• Showing your manager your territory coverage
• Reloading a proven route as a starting point for a new day

Route naming

If your admin has enabled route naming (EnableHistoryNaming), you can give each route a descriptive name (e.g., "North District - Monday Round"). This makes it easier to find specific routes later.

Delete a route

Select a route and click Delete to remove it from your history. This cannot be undone.

13. Heatmap

The heatmap overlay provides a visual density view of your records on the map. Areas with many records appear as warm colors (red, high density), while sparse areas appear as indigo/purple (low density), transitioning through amber in between.

How to use it

1. Click the Heatmap toggle button on the map toolbar.
2. The heatmap overlay appears on top of the map.
3. Click the toggle again to turn it off and return to individual markers.

When to use it

• Identify which areas of your territory have the highest concentration of records.
• Spot underserved zones with few accounts or leads.
• Plan route days around high-density areas for efficiency.

14. Bulk Select (Rectangle Selection Tool)

The rectangle selection tool lets you select multiple records on the map at once by drawing a selection area.

How to use it

1. Click Select Area in the toolbar.
2. Click and drag on the map to draw a rectangle around the records you want to select.
3. All markers inside the rectangle are selected and highlighted.

What you can do with a selection

• Add all to route: adds every selected record as a route stop in one action.
• Bulk operations: depending on your admin configuration, additional bulk actions may be available.

15. Quick Text for Visit Notes

Quick Text provides pre-defined text templates that you can insert into the visit notes field during check-in/check-out. This saves time and ensures consistent reporting.

How to use it

1. During check-in or check-out, click in the Notes field.
2. Click the Quick Text button (or look for the template icon).
3. Select a template from the list.
4. The template text is inserted into the notes field.
5. Edit the inserted text as needed to add specific details.

Rich text support

The notes field supports rich text formatting: bold, italic, bullet points, and more. Quick Text templates can include formatting, so your visit notes look professional and well-structured.

16. Mobile Usage

Tourvia’s Salesforce Mobile workflow supports the map, routes, GPS-assisted proximity checks, check-in, and visit reports. Available actions depend on your org configuration and device.

Mobile interface overview

The mobile view shows the full interactive map with your accounts, leads, and opportunities displayed as markers and clusters (green circles with numbers). The map supports pinch to zoom and drag to navigate.

The FAB button (+ button)

The indigo floating action button (FAB) in the bottom-right corner is your main action hub on mobile. Tap it to access:

• Filters: open the filter panel to narrow down visible records
• My position: center the map on your current GPS location
• Route: open the route planner to add stops and optimize
• History: browse and replay your past routes
• Show My Events: toggle today's agenda events on the map
• Bulk Select (Select Area): draw a rectangle to select multiple records (if enabled by admin)
• Hide Markers: temporarily hide all markers to see the map clearly (if enabled)

The info button (bottom-left) shows the map legend and color codes for different marker types.

Key mobile workflows

17. Troubleshooting

18. Best Practices

Planning your day

• Start each morning by opening Tourvia and reviewing your Today's Agenda.
• Use the "Not visited since" filter to identify accounts that need attention.
• Keep routes realistic: 5 to 10 stops per day is typical. Do not overload your schedule.
• Set accurate departure time and visit duration before optimizing for reliable arrival estimates.
• Export your optimized route to Google Maps before leaving the office.

In the field

• Check in immediately when you arrive at each location. Do not wait until the end of the day.
• Check out before leaving so visit duration is calculated accurately.
• Use Quick Text templates to speed up note-taking while keeping reports consistent.
• Use Click-to-Call from the popup to call ahead before driving to a stop.
• If a stop is cancelled, remove it from your route and re-optimize.

Managing your territory

• Save filter presets for recurring territory views (e.g., "Key Accounts - East", "New Leads - This Month").
• Share useful filters as public presets so your team can benefit.
• Use the Heatmap to visualize account density and identify coverage gaps.
• Use Route History to review territory coverage for the reporting period your team follows.
• Name your routes (if enabled) to find them easily later.

For managers

• Review Visit Reports to track team activity and visit outcomes.
• Use the Route History tab to see which areas your reps are covering.
• Check visit durations and results for coaching opportunities.
• Create public filter presets to standardize how your team segments their territory.

19. Support

If you encounter an issue not covered in this guide:

1. Check the Troubleshooting section above.
2. Contact your Salesforce administrator; they can verify your configuration and permissions.
3. If the issue persists, reach out to Tourvia support at contact@gettourvia.com.

TourviaApp 7.37.0 | User Guide | September 2026
https://gettourvia.com

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