1) Login to your Salesforce Org. Click user menu from the top menu bar and select Switch to Lightning Experience. 2) Open App Launcherand search for Map Plotter.
How do I create 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.
Does salesforce have a mapping tool?
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.
How do I create a field map in Salesforce?
From Setup, enter Data.com Administration, then click Field Mapping. Find the field you want to map, and select the custom mapping from the list box next to the field. Click Save.
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.
What is 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 create a data mapping document?
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.
How do I map data in Salesforce?
To map one to another, click the name of a DLO and connect it to the desired DMO. For example, you can map the DLO 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 create a custom field in maps?
From the object management settings for leads, go to the fields section, then click Map Lead Fields. For each custom lead field, choose a custom account, contact, or opportunity field into which you want the information inserted when you convert a lead.
How do I enable a user map in Salesforce?
From Setup, enter 'Users' in the Quick Find box, then select 'Users'. Locate and select a User record. Under the 'Permission Set License Assignments' section, select 'Edit Assignments'. Check the 'Enabled' checkbox next to 'Salesforce Maps' and 'Salesforce Maps Live Admin'.
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 MAP PLOTTER
Map Plotter is a tool that enables visualization of your Salesforce data on a map – any data with address fields can be converted to coordinates and mapped. It adds substantial value to your data with its power to plot standard and custom objects, find clusters, filter searches, isolate locations, choose the optimal route, and more.
FAQ s
Coming across some questions here and there while using Map Plotter? Find answers to all the frequently asked questions here. Read More
Get in touch
Extentia can help you with any kind of custom development for Salesforce or even tailor a specific Map Plotter version to suit your needs.
