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.
Full Answer
How do I set up Salesforce maps?
For example, for Salesforce Maps, the Salesforce Maps Permission Set is required. Navigate to Salesforce setup, search for Installed Packages, and then select Configure next to Salesforce Maps.
What can Salesforce maps do for your business?
Get your sales and service teams to spend more time building customer relationships and less time on the road. Salesforce Maps and its related products help your teams sell to and serve customers better, optimize routes for in-person visits, and design strategic sales and service territories.
Who configures Salesforce maps at Cloud kicks?
Linda Rosenberg is the Salesforce admin responsible for configuring Salesforce Maps at Cloud Kicks. She creates permission groups and assigns users and profiles based on features identified in the following chart. Linda creates a permission group for the Marketing team. She selects the required features and keeps all other default values.
How do I create subfolders in Salesforce maps?
This starts by enabling the folder permission checkbox on the settings page of the Salesforce Maps configuration menu. Once checked, any user with folder admin permission can create subfolders in the corporate folder and assign folder permissions. Let’s look at how Linda sets up folder permissions for Salesforce Maps licensed users.
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 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 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 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.
How do I assign a map license to Salesforce?
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 Mobile Tracking'. Click Save.
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.
Does salesforce Maps use Google maps?
Selecting Your Preferred Navigation App Salesforce Maps Mobile supports Google Maps, Apple Maps, and Waze.
How do you map your customers?
Building A Customer Journey MapStep 1: Create Buyer Personas. ... Step 2: Select Your Target Customer. ... Step 3: List Customer Touchpoints. ... Step 4: Identify Customer Actions. ... Step 5: Understand Your Available Resources. ... Step 6: Analyzing The Customer Journey. ... Step 7: Take Business Action.
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.
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.
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.
How to visualize Salesforce data?
Visualize your Salesforce data with Map Plotter. Take a look at where your customers are located to manage customer visits. You can also optimize your travel routes and vastly improve your marketing campaigns.
Who is the PDO expert in Salesforce?
As Salesforce certified PDO Expert Navigators, Extentia has proven expertise in Salesforce’s security review processes, and works with ISVs across the globe to define, wireframe, develop, package and list products on the Salesforce AppExchange.
Does Salesforce Enterprise Edition support custom objects?
In addition to Standard objects being supported on Professional Edition, Custom objects are supported on Salesforce Enterprise Edition.
What is Salesforce Maps?
Your company just purchased Salesforce Maps, a product that provides location intelligence technology to Salesforce users. You’ve been tasked with the job of configuring Salesforce Maps in your organization. Let’s start your configuration journey by reviewing permissions.
Who purchased Salesforce Maps?
Let’s look at how Cloud Kicks, a custom shoe company, configures permission groups. Cloud Kicks purchased Salesforce Maps for its Sales and Marketing teams.
How does Linda set up permissions for Salesforce Maps?
Let’s look at how Linda sets up folder permissions for Salesforce Maps licensed users. She starts by creating subfolders in the corporate folder, one for each team: Inside Sales, Outside Sales, Management, and Marketing. Next, she grants the following levels of access based on user profile or specific users.
How many folder levels are there in Salesforce?
Understanding the importance of each folder level helps you determine the best way to organize folders in your environment. There are three folder levels in Salesforce Maps.
How to grant permissions to features in Salesforce?
Once in the configuration menu, select permission groups to grant or restrict access to features in Salesforce Maps. You can edit an existing permission group or create a new one. Determine which features specific users and profiles need, and then assign the user or profile to the corresponding permission group.
Where are folder permissions in Salesforce?
Folders are located in the Salesforce Maps user interface.
What is edit details tab in Salesforce?
Edit Details Tab Field allows users to make inline edits to Salesforce fields from the tooltip menu in Salesforce Maps. For example, users can update the status of an opportunity stage from Negotiation to Closed Won.