How to use Salesforce maps?
Salesforce Maps Permission Groups
- Folder Administrator gives a select group of users the ability to manage user access and visibility to shared folders.
- Allow Marker Exports helps the outside sales team export marker layer data into a .csv file.
- Edit Details Tab Field allows users to make inline edits to Salesforce fields from the tooltip menu in Salesforce Maps. ...
How to create custom field mapping in Salesforce?
- In the Donor Survey row, click the menu arrow () and select View Field Mappings.
- Click Create New Field Mapping.
- Find and select Donor Survey Status (Donor_Survey_Status__c) as the source.
- Find and select Status (Status__c) as the target.
- Click Save.
How to display map on VF page in Salesforce?
public with sharing class MapAccCont { Map<Integer, Account> mapToAccount = new Map<Integer, Account>(); public MapAccCont() { Integer i = 0; for (Account a : [SELECT Id, Name FROM Account LIMIT 10]) { mapToAccount.put(i, a); i++; } } public Map<Integer, Account> getMapToAccount() { return mapToAccount; } }
What is map class in apex Salesforce?
- The private access modifier declares that this class is only known locally, that is, only by this section of code. ...
- The public access modifier declares that this class is visible in your application or namespace.
- The global access modifier declares that this class is known by all Apex code everywhere. ...
How do I enable Maps in Salesforce?
In the Permission Set License Assignments section, click Edit Assignments. Enable the Salesforce Maps permission set licenses that you want your user to access, such as Salesforce Maps, Salesforce Maps Territory Planning, and Salesforce Maps Advanced. Then save your changes.
Does salesforce Maps use Google maps?
Selecting Your Preferred Navigation App Salesforce Maps Mobile supports Google Maps, Apple Maps, and Waze.
What are Maps in Salesforce?
A map is a collection of key-value pairs where each unique key maps to a single value. Map keys can be any primitive data type like string, integer,decimal, Id while values can be a primitive, sObject, collection type or an Apex object.
How do I map data in Salesforce?
To map one to another, click the name of a DSO and connect it to the desired DMO. For example, you can map the DSO firstname to the target First Name field using this method. Select table view or visual view when mapping your data in Salesforce CDP.
How do I install maps in Salesforce?
Click the installation URL that you received in an email message after you submitted the Salesforce Maps order form email. Then log in to Salesforce. Select Install for Admins Only. Click Install.
How do I link Google Maps to Salesforce?
This is needed to call Map Api. Click on "Api Key", this will generate API Key....Authorize above endpoint URLs by following these steps :From Setup, enter Remote Site Settings in the Quick Find box, then click Remote Site Settings.Click New Remote Site. For the remote site name and URL.Click Save.
How do I create a map in Salesforce?
0:356:25Salesforce Tutorial Video | Salesforce Maps - YouTubeYouTubeStart of suggested clipEnd of suggested clipYou will then be taken to a screen that displays a map and allows you to add different types ofMoreYou will then be taken to a screen that displays a map and allows you to add different types of layers to add these layers all you have to do is choose the folder you would like to save the layer in.
Why do we use map in Salesforce?
A map is a collection of key-value pairs where each unique key maps to a single value. Keys and values can be any data type—primitive types, collections, sObjects, user-defined types, and built-in Apex types. Map keys and values can contain any collection, and can contain nested collections.
How do I create a flow map in Salesforce?
For the demo purpose, we are going to create a map of Account IDs with their names. Step 1: Create a class to define Apex Defined data type. Step 2: Create one collection variable and one normal variable of Apex-Defined variable of the FlowMapClass type. Step 3: Get the Account records using Get Records element.
How do you make a data map?
The data mapping process in 5 stepsIdentify all data fields that must be mapped. ... Standardize naming conventions across sources. ... Create data transformation rules and schema logic. ... Test your logic. ... Complete the migration, integration, or transformation.
Can Salesforce track your location?
Location Tracking: The location tracking feature supported by the Salesforce tracking software works amazingly towards tracking the current location of the sales agents, which is a prerequisite for keeping a track of their activities.
What is field mapping?
A field mapping describes how a persistent field maps to the database. If necessary, it also contains data on how to link the field to the data of its owning object, and how to link the field to the data of any related objects (if the field represents a relation to one or more other persistent objects).
Salesforce Maps Territory Planning
Territory Planning involves defining geographic areas so that specific reps/agents know who they are responsible for working with, whether that’s accounts or individuals if they fall into the mapped area assigned to them. The most common ways territories apply are:
Salesforce Maps Features
In addition to Territory Planning, Salesforce Maps brings together location data visualization, for effective live location tracking and route optimization.
Salesforce Maps Pricing
Salesforce Maps pricing starts at $75 per user/month. The standard edition comes with route optimization & scheduling, Salesforce data visualization, Lead auto-assignment, mobile app access.
Summary
When you pause to think about it, location data is core to so much of what happens within your CRM – whether that’s to drive lead assignment routing, or to optimize field service delivery – utilizing geography brings many operational advantages.
Included Support
Every license includes two-day response time, our customer support community, interactive webinars, events, guided journeys, and more.
Additional Support
Our Premier Success plan offers increased support for additional fees, with features like 24/7 support and expert coaching sessions.
Take planning out of spreadsheets
Seamlessly coordinate critical account and user data with the territory planning and assignment process.
Salesforce Maps
Salesforce Maps makes it easy for companies to visualize critical data and surface the insights necessary to improve field operations and drive revenue growth.
Salesforce Maps Basics
Learn how to visualize and optimize your location data with Salesforce Maps.
Salesforce Maps Configuration
Learn best practices and recommendations for configuring Salesforce Maps.
Create a Salesforce Maps Marker Layer
Create a marker layer to geographically visualize your Salesforce Data.
Salesforce Maps User Experience
Learn how to navigate the Maps user interface on desktop and mobile environments.
Salesforce Maps and ArcGIS Online
Use ArcGIS Online data with Salesforce data to make analytics-driven decisions.
How much does Salesforce Maps cost?
It is more expensive compared to alternatives — at a minimum of $75 per month, Salesforce Maps is more expensive than other options of sales mapping solutions. How To Add Mapping To Your Salesforce CRM. Adding a mapping tool to your Salesforce CRM is not impossibly complicated, depending on the specific tool.
How long does it take to install Salesforce Maps?
Keep in mind that after you install Salesforce Maps, the installed package appears as a trial for up to 72 hours.
When did MapAnything become Salesforce?
Well, in early 2019, MapAnything was acquired by Salesforce and, in late August 2019, became Salesforce Maps. This brought together the geo-spatial capabilities of MapAnything with a robust sales CRM that many people associate with Salesforce.
Does Salesforce Maps work?
Salesforce Maps may work perfectly for one type of business or sales team’s needs and not be the right fit for another. As with any type of software, Salesforce Maps does have pros and cons to its platform. Here are a few of both: Pros of Salesforce Maps.
Can you use Salesforce Maps with Salesforce CRM?
To effectively use Salesforce Maps you would need to have the Salesforce CRM, Salesforce Sales Cloud, to begin with. And Salesforce Maps is an available add-on only for the Professional Sales Cloud version and above, it is not available for the Essentials version of Sales Cloud.
Can you add a mapping tool to Salesforce?
Adding a mapping tool to your Salesforce CRM is not impossibly complicated, depending on the specific tool. Some are easier than others to integrate. When it comes to Salesforce Maps, Salesforce does provide some instructions to try and help with the installation and configuration.
