Slaesforce FAQ

how to use map plotter on salesforce

by Mrs. Celine Ryan MD Published 3 years ago Updated 2 years ago
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Required Editions and User Permissions.

  • From Setup, in the Quick Find box, enter Installed Packages, and then select Installed Packages.
  • Next to the Salesforce Maps package, click Configure.
  • Select Base Object.
  • From the base object for the records that your reps want to plot on the map, select the address location field such as PlaceID. Then select the ...
  • Select the address fields that you want to plot on the map from the related object.
  • Save your changes.

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

How can Salesforce maps help you?

Use Salesforce Maps to boost revenue and productivity, visualize critical data and take action. Learn how to visualize and optimize your location data with Salesforce Maps. Learn best practices and recommendations for configuring Salesforce Maps.

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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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 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.

Does salesforce Maps use Google maps?

Selecting Your Preferred Navigation App Salesforce Maps Mobile supports Google Maps, Apple Maps, and Waze.

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 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 plot multiple locations on a map?

How to create a map with multiple pointsMake sure you're signed in - you can do so by clicking the Login button in the top-right corner.In the top left corner, next to the search box, click the menu icon to expand the menu.Click Your Places, Maps and then click Create Map to edit your map.A new window will pop up.More items...

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 do I integrate Google Maps into 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.

How do I link Google Maps to Salesforce?

This is needed to call Map Api. Click on "Api Key", this will generate API Key....Authorize above endpoint URLs by following these steps :From Setup, enter Remote Site Settings in the Quick Find box, then click Remote Site Settings.Click New Remote Site. For the remote site name and URL.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 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 managed package count against org?

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.

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 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.

What is Salesforce consulting?

As Salesforce Consulting Partner, we have over a decade of experience across various clouds including Sales, Service, Marketing and Community Cloud with a strong focus on Health Cloud and Financial Services Cloud implementations. We strive to consistently deliver value to customers with experience-centric transformation, design-led solutioning, and Customer 360 implementations, with a particularly impressive track-record in building Salesforce solutions with Lightning Web Components (LWC), Einstein Analytics, Heroku, and third-party integrations. Further, as Salesforce certified PDO Experts, we have proven expertise in Salesforce’s security review processes, working with ISVs across the globe to define, wireframe, develop, package and list products on the Salesforce AppExchange.

Why are markers clustered?

Large numbers of markers are clustered to ensure a clean and clear visual of your data on the map.

Can Extentia be used for Salesforce?

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.

Creating a Map

In salesforce, we have standard object Account, If we want to map id with account, it is represented as,

get (key)

It returns the value to which the key is mapped, or it generates null if the key has no value.

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