Pick up where you left off and add some actions to make the dashboard even more interactive. Add a Filter Action to Your Dashboard First, add a filter action so when you select a state on the map, the bar chart shows only the data for that state. Launch the Trailhead Simulator. Click Add a Filter Action to Your Dashboard. Click Begin.
How do I create a map in Salesforce?
Create standalone map pages, maps that you can insert into page layouts, and even mobile maps for the Salesforce app. Visualforce provides a set of related mapping components. The <apex:map> component defines the map canvas, including size, type, center point, and initial zoom level.
How are maps made in Visualforce?
Maps that you define in Visualforce markup generate JavaScript code to render onto the page. This JavaScript connects to a mapping service and builds the map by fetching map tiles and placing markers. If your items to be mapped don’t have a latitude and longitude, Visualforce maps can geocode their addresses.
What are the benefits of using visual maps in Salesforce?
Maps communicate information more clearly than mere location data. Visualforce mapping components make it simple to create maps that use third-party mapping services. Visualforce maps are interactive, JavaScript-based maps, complete with zooming, panning, and markers based on your Salesforce or other data.
How do I use map markers in Visualforce?
The Visualforce map marker icon is functional but plain. To differentiate markers and add detail or style to your maps, use custom map marker icons. Info windows allow you to show extra details on a map. Info windows appear when a user clicks or taps the marker.
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.
How do I use a map in Salesforce?
How to use Map methods in SalesforceCreating a Map: Map
How do I deploy a map in Salesforce?
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. Then log in to Salesforce. Select Install for Admins Only. Click Install.
How do I create a map in Apex Salesforce?
To declare a map, use the Map keyword followed by the data types of the key and the value within <> characters. For example: Map
How do I create a flow map in Salesforce?
From Setup, in the Quick Find box, enter Flows , then select Flows.Click New Flow. Select Screen Flow, then click Next. ... Click New Resource. ... For the API name, enter recordId . ... Add an element, then select Get Records.Enter a label that relates to the object you're selecting for your flow. ... Click Done.
What are the methods of map in Salesforce?
Map Methodsclear() Removes all of the key-value mappings from the map.clone() Makes a duplicate copy of the map.containsKey(key) Returns true if the map contains a mapping for the specified key.deepClone() ... equals(map2) ... get(key) ... getSObjectType() ... hashCode()More items...
Is Salesforce maps a managed package?
Get the Salesforce Maps managed package installed before you configure it for your users.
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.
What is field mapping in Salesforce?
When you subscribe to a field in Salesforce to Salesforce, you map it to a field in your org. This mapping syncs updates between the fields for all shared records. Before you map fields, look at these important best practices.
How do I put data into Apex map?
If you want to add a map onto existing map, use putAll() method. finalMap. get('DETAILS'). putAll(subDetails);
What is SObject in Salesforce?
Sobjects are standard or custom objects that stores record data in the force.com database. There is also SObject datatype in apex that is the programmatic representation of these SObjects. Developers referes to SObject and their fields by their API names.
Harnessing User-Friendly Technology for a Custom Data Visualization
This is a companion piece to our previous post, Examples of Interactive Maps on Websites. If you’ve decided that an interactive map is right for your project, read on for tips about using a Google Sheet to bring your vision to life.
Why This Approach Worked for MiracleFeet
When working with MiracleFeet to imagine their new website, they knew early on that an interactive map would be a great way to highlight the countries where they work and associated program statistics. Not only would the map be fun and easy-to-use, but it would also clearly present the organization’s wide reach and impact.
Developing a Consistent Design
The design of your interactive map is an important factor that will determine much of its ultimate value. If it looks confusing or doesn’t match with the rest of your site, visitors may be less likely to engage with it.
Building the Map Graphic
After finalizing the design vision, it was time to create the graphic that would appear on the page. To do this, we found an SVG map that could be customized with MiracleFeet’s colors and styling.
Setting Up a Google Spreadsheet
This part of the process was one of the easiest steps. Working together with the MiracleFeet team, we created a Google Sheet that organizes the data into the fields that appear on the interactive map: the country, the number of clinics, and the number of children enrolled.
Connecting the Map to a Google Spreadsheet
MiracleFeet’s interactive map is organized by country, so we began the integration by adding all of the country names (from the Google Sheet) as pages in our WordPress content management system (CMS).
A Successful Result
MiracleFeet loves their new interactive map, and we’re really proud of the way it turned out. It’s dynamic, engaging, and truly informative to site visitors who may have been otherwise unfamiliar with MiracleFeet’s extensive work abroad. And as we had hoped, the map has already become a focal point of the website.
Widget Interactivity, the Power of Analytics Dashboards
In the previous unit, you created global filters that let Laura and other users filter the dashboard results by rep, stage, product family, and amount. In this unit, we’ll explore how to use those filters to answer different questions.
Monitor Sales Performance from Different Angles
Over the next sections, we’ll look at how you can use global filters to answer additional questions not answered by the initial dashboard results.
Move Open Deals to Closed
To help Dennis close his deals, Laura starts with the deals that are supposed to close soon. To focus on them, let’s filter the dashboard results further.
Build the Sales Pipeline
Laura has a standard two-prong approach to help reps build their pipeline. First, she helps reps generate leads for new opportunities. Second, she provides cross-sell and upsell strategies to increase the deal size of existing opportunities.
Compare Reps Based on More Sales Performance Metrics
Now let’s explore the power of bindings. Bindings let you dynamically modify any part of a query—including the measures, filters, groupings, and sort order—and change the display of a widget based on a selection or the result of another query. Let’s see how Laura can use bindings to help her team succeed.
