Slaesforce FAQ

how to use map plotter in salesforce

by Julian Koelpin Published 3 years ago Updated 2 years ago
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To access Map Plotter when you are using Salesforce Lightning: 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.

Part of a video titled Map Plotter – a Free AppExchange App for Enhanced ...
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Or concentrated no problem easily plan and run targeted campaigns using geography. Use superMoreOr concentrated no problem easily plan and run targeted campaigns using geography. Use super convenient interactive drawing tools directly on the map effortlessly. View other data points on your map.

Full Answer

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.

What are keys and values in Salesforce map?

Keys and values can be any data types. In salesforce, we have standard object Account, If we want to map id with account, it is represented as, It returns the value with given key in the map.

How to map id with account in Salesforce?

In salesforce, we have standard object Account, If we want to map id with account, it is represented as, It returns the value with given key in the map. for values: {shirt, tshirt, shirt}.

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How do I use maps in Salesforce?

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.

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 you plot addresses on a map?

Add a placeOn your computer, sign in to My Maps.Open or create a map. A map can have up to 10,000 lines, shapes, or places.Click Add marker .Select a layer and click where to put the place. A layer can have 2,000 lines, shapes, or places.Give your place a name.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 create a data map in Salesforce?

On the Data Stream detail page or after deploying your data streams, click Start Data Mapping. On the Field mapping canvas, you can see both your DLOs and target DMOs. To map one to another, click the name of a DLO and connect it to the desired DMO.

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 you create a map of data?

Create a Map chart with Data TypesMap charts have gotten even easier with geography data types. ... Now it's time to create a map chart, so select any cell within the data range, then go to the Insert tab > Charts > Maps > Filled Map.If the preview looks good, then press OK.

How do I map multiple addresses?

Add multiple destinationsOn your computer, open Google Maps.Click Directions .Add a starting point and a destination.On the left, below the destinations you entered, click Add .To add a stop, choose another destination. You can add up to 9 stops.Click on a route to get the directions.

How can I create a map?

Start by heading to maps.google.com. Click on the menu icon on the top left hand side of the screen and select “Your Places.” (The menu icon is just to the left of the search bar on the top left hand side of your screen.) Select the maps tab. Navigate to the very bottom of that window and select “Create a Map.”

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.

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 MapAnything Salesforce?

MapAnything integrates map-based visualization, asset tracking and route optimization to drive efficiency for field sales and service teams and deliver a better customer experience.

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.

Salesforce Maps Basics

Learn how to visualize and optimize your location data with Salesforce Maps.

Salesforce Maps Configuration

Learn best practices and recommendations for configuring Salesforce Maps.

Create a Salesforce Maps Marker Layer

Create a marker layer to geographically visualize your Salesforce Data.

Salesforce Maps User Experience

Learn how to navigate the Maps user interface on desktop and mobile environments.

Salesforce Maps and ArcGIS Online

Use ArcGIS Online data with Salesforce data to make analytics-driven decisions.

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