- Create a Field Set for the Account object in Salesforce.
- Name the field set ArcGIS Click2Create.
- Define the fields in Salesforce that must be populated when creating an account record. ...
- Navigate to the Salesforce Maps configuration menu.
- Select Click2Create.
- Select the Account object from the dropdown menu.
- Map the required fields. Complete field mapping for all three field mapping options. POI: Users can create a record using the Point of Interest Search bar in Salesforce Maps. ...
- Select the ArcGIS C2C Field Set Mapping for POI. Optionally select My Position and Map Clicks.
- Add the Click2Create button to a button set.
- Grant access using permissions groups as explained in the Salesforce Maps Configuration Badge.
What can I do with the Salesforce and codescience integration?
Use this integration to simplify the process for preparing and tracking e-signature documents. Build customer apps lightning fast, with the Salesforce and CodeScience integration. Build apps fast.
What can you do with Salesforce and Slack integration?
From productivity to marketing to collaboration and beyond, now you can connect your Salesforce to the other tools you need to run your business. Increase team collaboration and productivity with the Slack and Salesforce integration. Use this integration to simplify the process for preparing and tracking e-signature documents.
How do you make Salesforce even better?
Integrate Salesforce with the apps you use every day. How do you make Salesforce even better? Integrate it with the apps you already use. From productivity to marketing to collaboration and beyond, now you can connect your Salesforce to the other tools you need to run your business.
How do I implement a map in Salesforce?
Set Up Salesforce MapsInstall and Give Access to Salesforce Maps. ... Control What Appears on Maps. ... Keep Field Reps Safe During Customer Visits. ... Simplify and Automate Processes for Field Reps. ... Setup Reference.
How do I embed an ArcGIS online web application?
Note: If embedding the Map Viewer, copy the URL of the web map when opened in the Map Viewer. Open the web map used to create the application and go to the Share option. Enable the option to share with Everyone (public), and click Embed in Website. Select the desired size for embedding the map.
What is Salesforce maps?
Salesforce Maps is a location intelligence and map visualization tool that integrates with your Salesforce CRM, simplifying territory management. With Salesforce Maps you can create territories for your field sales reps and easily see the outcomes.
What is ArcGIS platform?
ArcGIS Platform is a platform as a service (PaaS) product that developers can use to build mapping and spatial analysis applications with ArcGIS tools and location services . It is subscription-based and requires an ArcGIS Developer account.
Can you embed an ArcGIS map in website?
To embed a public map you've opened in Map Viewer Classic, copy the ready-to-use HTML code and paste it into your website. Optionally, you can configure the embedded view of the map before copying the code.
How do I embed an ArcGIS experience?
SettingsConnect to data—Select a layer as the data source (added from web maps, web scenes, direct layer or through URL) and click the Data button to select an attribute that contains URLs or to add to an existing URL as parameters.URL info—Obtain URL parameters that you add as a suffix to your app URL in the builder.
How do I access my 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.
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.
What is the difference between list set and map in Salesforce?
The list is a type of ordered collection that maintains the elements in insertion order, Set is a type of unordered collection and Map is a collection of key-value pairs.
Is ArcGIS online PaaS or SaaS?
SaaSArcGIS Online is a cloud-based SaaS mapping and analysis solution.
Can I use ArcGIS for free?
Can I use ArcGIS Online free? Yes, if it is for noncommercial use. With a free public account, you can create, store, and manage maps, scenes, and apps, and share them with others. You also get access to content shared by Esri and GIS users around the world.
Is ArcGIS open source?
ArcGIS Editor for OpenStreetMap is an open source add-on for ArcGIS Desktop that allows users to become active members of the growing OpenStreetMap (OSM) community. OpenStreetMap is an open and freely available database of geographic data.
Use Case: Adding Pipelines
An oil and gas utility provider is extending pipe lines for a new residential development. They use Salesforce Maps to geographically visualize existing pipelines and parcel data. Parcels of land in the path of the pipe line extension are added as account records in Salesforce using Click2Create.
ArcGIS Web Map
First, log in to ArcGIS Online, and select the My Content button. A list of web maps appear.
Configure Click2Create
Next, configure Click2Create so users can accurately add records to Salesforce directly from Salesforce Maps.
ArcGIS Layer
Now, in Salesforce Maps, users with permission to create an ArcGIS Layer take the following steps.
Quiz Scenario
A sales rep at the oil and gas utility provider is required to visit land parcels in the right of way of the pipeline extension. Each visit must be added to Salesforce as a related task or event. During the initial visit, pictures of the land must be added to Salesforce as an attachment.
Use Cases
1. Which industries would benefit from using the Salesforce Maps Connector for ArcGIS?
Technical Questions
1. What are the limitations of the Salesforce Maps Connector for ArcGIS?
What is Salesforce CRM?
The Salesforce CRM platform is all about uniting information into personalized views that help users and managers make better decisions. Small businesses can use CRM customization to shape the CRM into a tool that streamlines processes and delivers the right information when and where it is needed.
What is CRM platform?
With the world’s #1 CRM platform, sales reps can customize their consoles, managers can automate common tasks to cut wasted time and reduce errors, and leadership can use dashboards and analytics to see how individuals and groups are performing, so they can adjust processes and forecast trends.
