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According to the Salesforce Help article on Configure Options for Publishing Alignments1, one of the possible causes of some publish options being greyed out and inactive is that the user does not have the correct permission to publish. The admin can configure the access level and approval requirement for each publish option in the Salesforce Maps package settings1. If the user is not assigned to a permission group or profile that has the access level to publish, they will not be able to use that option1.

Salesforce Maps Advanced Visit Plans allow users to create and optimize routes for visiting customers based on various criteria and settings. One of the settings that can be configured is the visit window, which specifies the days and times that a customer can be visited. To meet the requirement of specifying the days of the week that visits can be scheduled at a certain account, an admin needs to set up the visit window for that account. The visit window can be defined at the account level or the dataset level. The admin can use the standard fields of Start Date, End Date, Start Time, and End Time, or create custom fields to define the visit window. The admin can also use the Promotional Window field to override the visit window for a specific period of time. The visit window helps to ensure that the routes are generated according to the customer’s availability and preference. References: Creating Visit Plans, Define Visit and Optimization Parameters, Create and configure Maps Advanced Visit Plan

Balance prioritizes equal distribution of the selected attribute across territories in your focus. This is the best option for ensuring revenue is distributed as evenly as possible across the entire sales team1. References: Optimization in Salesforce Maps Territory Planning

According to the Salesforce Help article on Maps Geocoding FAQ4, geocoding is the process of taking input text, such as a street address, and returning a latitude and longitude, which can be used to plot the location on the Earth’s surface. Salesforce Maps relies on interacting with a geocoding service through an API4. One of the initial troubleshooting steps that a consultant should take to address geocoding issues is to check Salesforce Help for the Maps Geocoder coverage table to determine what’s the level of geocoding coverage for the client’s region5. The geocoder coverage table contains information such as coverage level, localized address labels, point addresses, postal codes, and postal code format for each country or area5. Another initial troubleshooting step that a consultant should take is to assess the quality and structure of theaddress information on the client’s records. The quality and structure of the address information can affect the accuracy and completeness of geocoding results4. For example, incomplete or invalid addresses, missing or incorrect postal codes, or non-standard address formats can cause geocoding errors or failures4.