Slaesforce FAQ

how to access the mapanything app in salesforce

by Shyanne Howe V Published 2 years ago Updated 2 years ago
image

How to install Salesforce maps?

Required Editions and User Permissions

  • Click the installation URL that you received in an email message after you submitted the Salesforce Maps order form email. ...
  • Select Install for Admins Only.
  • Click Install.
  • Select Yes, grant access to these third party websites and click Continue.
  • If a message indicates that the installation is taking longer than expected, click Done. ...

What are the uses of Salesforce?

The Top 7 Benefits of Salesforce

  1. Better Time Management. Time management is a huge benefit of Salesforce and one of the best ways to allow a business to grow and thrive.
  2. Ultimate Accessibility. Since Salesforce is cloud software, it’s accessible anywhere and everywhere you have access to the Internet.
  3. Increased Revenue. ...
  4. Greater Customer Satisfaction. ...
  5. Simple Account Planning. ...

More items...

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. ...

More items...

What is Salesforce, what does Salesforce do?

Salesforce is a company based out of San Francisco, California. They are the leaders in cloud technology and CRM services. In addition, they offer a suite of products for customer relationship management, enterprise resource planning, social media marketing, eCommerce platforms, and more.

image

How do I add MapAnything to Salesforce?

In order to locate your existing storage usage for MapAnything. Go to Setup, enter Storage Usage in the Quick Find box, then select Storage Usage. Locate all Record Types that include 'MapAnything' and add up the Current Data Storage Usage.

Is Salesforce maps the same as MapAnything?

Salesforce Maps (formerly MapAnything) has proven to be a popular choice for sales organizations looking to up their infield selling game.

What is MapAnything Salesforce?

Founded in 2009, MapAnything is a location services company for your Salesforce data. Its mission is to become the world's leading business platform for “Where” software. MapAnything provides a suite of “Where” apps and platform services to drive productivity and planning across multiple use cases.

How do I access my salesforce maps?

0:356:25Salesforce Tutorial Video | Salesforce Maps - YouTubeYouTubeStart of suggested clipEnd of suggested clipTo access Salesforce Maps once it has been installed all you have to do is go to the Salesforce MapsMoreTo access Salesforce Maps once it has been installed all you have to do is go to the Salesforce Maps app or tap.

How do I use a map plotter in Salesforce?

1:042:42Map Plotter – a Free AppExchange App for Enhanced ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipYou can quickly plot your data for easy visualization including accounts leads contacts and objectsMoreYou can quickly plot your data for easy visualization including accounts leads contacts and objects use the intuitive interface to handle large volumes of data dispersed.

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 use Google Maps in Salesforce?

To enable your organization's map and location services:From Setup, enter Maps in the Quick Find box, select Maps and Location Settings, then click Edit.Check Enable Maps and Location Services .Click Save.

How do I use Apex maps?

To declare a map, use the Map keyword followed by the data types of the key and the value within <> characters. For example: Map country_currencies = new Map(); Map> m = new Map>(); You can use the generic or specific sObject data types with maps.

How do I create a field map in Salesforce?

To map these objects, follow below steps;Navigate to Setup, in App Setup and click on Customize. Then, select Leads >> Fields, the lead fields will get displayed in the screen.Click on Map Lead Fields button in Lead Custom Fields & Relationships section. ... Click on Save.

What is account mapping?

Account Mapping is the cross-referencing of contacts and prospect data between partners either manually or through a platform. Revenue builders such as leaders and managers in tech partnerships and strategic alliances utilize account mapping to drive revenue and fill pipeline.

Does Salesforce Maps use Google?

Selecting Your Preferred Navigation App Salesforce Maps Mobile supports Google Maps, Apple Maps, and Waze.

Can Salesforce Maps track your location?

Tracking Live Location Essentially you're using your location to put a pin where you want the driver to find you. Salesforce Maps Live Tracking provides the same functionality on a larger scale by allowing organizations with multiple assets the ability to track and save driver location and activity.

Screenshots

Requires Salesforce and MapAnything license. Increase sales & service appointments, improve time management, & drive Salesforce adoption with a map-centric Salesforce user experience on mobile devices. MapAnything Mobile helps field teams spend more time with customers & less time planning, driving, & recording activities. Route Planning: build & optimize routes that your reps can access from the field & enable them to easily replace cancelled appointments Prospecting: enable your team to quickly find nearby customers with a map search & unlock location-based prospecting Accountability: improve accountability & get a real-time view of team activities by enabling field reps to check in and out of appointments with one click Reporting: get a 360° view of team activities & powerful, visual reporting on an intuitive, user-friendly map..

App Privacy

The developer, MapAnything, Inc., has not provided details about its privacy practices and handling of data to Apple. For more information, see the developer’s privacy policy .

Pre-Requisites

Install the latest version of your licensed MapAnything Products (ex. Core, Live, and Guide)

Potential Methods To Consider

If you remap existing records, please note that MapAnything products may no longer be able to recognize these records, potentially impacting your use of MapAnything prior to transitioning to Salesforce Maps. This method is best when completing the migration over a short period of time.

Found Objects

Refer to the field and/or object mappings found on the Salesforce Maps Migration Tool page, to determine the correct new field/object API names to use.

Additional Considerations

All MapAnything batch jobs that are running and were manually scheduled by a user will need to be rescheduled inside of Salesforce Maps. Please monitor your expected daily batches and work with the client success team to add any missing jobs.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9