Salesforce Route Planning for Field Teams

One workflow

One workflow from account selection to visit reporting

Reps select Salesforce records, optimize the day, create timed Events, and complete each visit from Salesforce Mobile. Managers use standard Salesforce reports and dashboards to review the result.

Select
Filter Accounts, Leads, Opportunities, Contacts, or Campaign Members and add the right stops.
Optimize
Build a route around travel mode, visit duration, time windows, breaks, and working hours.
Schedule
Create timed Salesforce Events on the corresponding records after conflicts are checked.
Execute
Check in, complete the visit report, check out, and move to the next stop from Salesforce Mobile.

Leg 1 the record stays in Salesforce

Why keep route planning inside Salesforce?

Standalone route planners can calculate a route, but they introduce another login and a separate data model. Tourvia keeps the operational record in Salesforce.

Current CRM context: plan from owners, priorities, Campaign status, previous visits, and any other Salesforce field.
No duplicate visit entry: planned visits become Salesforce Events on the correct records.
Native access control: the package includes Permission Set Groups for users, managers, and admins.
Native reporting: visits, route history, check-ins, and reports remain available to Salesforce analytics.

Select area dialog asking to add five stops to the route, beside the Plan a route panel with date, departure, lunch break, end of day, visit duration and avoid tolls and highways options — *Fig. 2*The Plan a route panel: date, departure, lunch break, end of day, visit duration, toll and highway options.

Leg 2 a day, not a straight line

What Tourvia accounts for when building a route

A field day is more than the shortest line between pins. Tourvia can include:

start and end locations;
working hours and lunch breaks;
customer availability windows;
visit duration at each stop;
travel mode and route preferences;
existing Salesforce Event conflicts.

The rep can review the result before any Event is created.

Leg 3 where the data goes

Salesforce remains the system of record

Accounts, Events, visits, route history, and reports are stored in Salesforce. Route calculations use only the coordinates and timing constraints required to calculate the route. Those requests are processed by Tourvia infrastructure hosted in France.

Screen a Salesforce CSV for address and coordinate signals before you plan a route. The checker runs locally in your browser and reports counts, not record values.

Territory 1

Your Salesforce org

Accounts, Events, visits, route history, and reports are stored in Salesforce.
Access follows the package Permission Set Groups for users, managers, and admins.

Territory 2

Tourvia routing infrastructure, France

Receives only the coordinates and timing constraints required to calculate the route.
Returns the visit order to the package in Salesforce.

Read the Privacy Policy or review the DPA.

Leg 4 who it is for

Built for Salesforce-led field teams

Built for

Field sales, account management, merchandising, inspections, or recurring customer visits managed from Salesforce.

Use a field service platform instead

Tourvia is not designed for emergency dispatch, technician skills matching, parts inventory, or service appointment orchestration.

Compare Tourvia with other route planning tools

Compare the Salesforce workflow, route constraints, mobile execution, data processing, and annual cost at your actual user count.

Deployment

Install and validate Tourvia in four steps

Start the trial. Get It Now on the public AppExchange listing installs the 30-day trial.
Install the managed package. Your Salesforce admin follows the published setup guide.
Assign access. Use the supplied Admin, Manager, and User Permission Set Groups.
Run real routes. The complete product is available during the 30-day trial.

Open the setup guide

Price

€30 per licensed user per month

Tourvia costs €30 per licensed user per month excluding tax, billed monthly. The subscription includes the complete product and routing calculations with no routing API pass-through fee. Multiply the number of licences by €360 to calculate the yearly cost.

See full pricing

Questions

Frequently asked questions

Does Salesforce include route planning?

Standard Salesforce does not include an optimized multi-stop field route planner. Tourvia adds this workflow as a managed package.

Does Tourvia work in Salesforce Mobile?

Yes. Reps can use Today's Agenda, check-in, check-out, visit reports, nearby records, and navigation handoff from Salesforce Mobile.

Which Salesforce records can Tourvia map?

Tourvia supports Accounts, Contacts, Leads, Opportunities, Campaign Members, and configured custom workflows.

Can we test every feature before subscribing?

Yes. The requested 30-day trial includes the complete Tourvia feature set.

Last stop

Plan your next field day inside Salesforce.

Install the 30-day trial from the AppExchange and validate the route-to-visit workflow with your own Salesforce records.

Get It Now on the AppExchange
Open the Tourvia listing and start the 30-day trial. Questions first: write to contact@gettourvia.com.
Your admin installs the package
with the setup guide and configuration guide.
Your team runs 30 days with every feature
Subscribe at €30 per user per month, excluding tax and billed monthly, to keep access.

Start the 30-day trial

Get It Now on the AppExchange listing installs the 30-day trial in your Salesforce org. No public free plan, no custom-quote threshold: the same €30 per user applies at every team size.

Get it on AppExchange Pricing

TourviaApp 7.36.0. Salesforce Security Review passed 22 May 2026. Salesforce does not endorse or recommend Tourvia.

Plan routes and field visits inside Salesforce