Locate the Salesforce Maps record that was created during the migration, and use the Salesforce Maps record in the new lookup field. In order to determine the new Salesforce Maps record created during migration for a MapAnything record, you can use the mmu__MigratedRecordMap__c object.
Full Answer
How to install Salesforce maps?
Required Editions and User Permissions
- Click the installation URL that you received in an email message after you submitted the Salesforce Maps order form email. ...
- Select Install for Admins Only.
- Click Install.
- Select Yes, grant access to these third party websites and click Continue.
- If a message indicates that the installation is taking longer than expected, click Done. ...
What are the uses of Salesforce?
The Top 7 Benefits of Salesforce
- Better Time Management. Time management is a huge benefit of Salesforce and one of the best ways to allow a business to grow and thrive.
- Ultimate Accessibility. Since Salesforce is cloud software, it’s accessible anywhere and everywhere you have access to the Internet.
- Increased Revenue. ...
- Greater Customer Satisfaction. ...
- Simple Account Planning. ...
How to use Salesforce maps?
Salesforce Maps Permission Groups
- Folder Administrator gives a select group of users the ability to manage user access and visibility to shared folders.
- Allow Marker Exports helps the outside sales team export marker layer data into a .csv file.
- Edit Details Tab Field allows users to make inline edits to Salesforce fields from the tooltip menu in Salesforce Maps. ...
What is Salesforce, what does Salesforce do?
Salesforce is a company based out of San Francisco, California. They are the leaders in cloud technology and CRM services. In addition, they offer a suite of products for customer relationship management, enterprise resource planning, social media marketing, eCommerce platforms, and more.
What is Salesforce MapAnything?
Formerly MapAnything, Salesforce Maps is a cloud-based field service and sales platform that allows users to streamline operations and automate business processes. Salesforce Maps is used in industries such as financial services, healthcare, life sciences, technology, manufacturing, government, and many more.
Is Salesforce Maps the same as MapAnything?
Salesforce Maps (formerly MapAnything) has proven to be a popular choice for sales organizations looking to up their infield selling game.
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-based intelligence tool, accessible on mobile devices and built for global enterprise-level teams, designed to help optimize sales processes and optimize territory management.
When did Salesforce buy MapAnything?
Apr 17, 2019MapAnything was acquired by Salesforce for $213M on Apr 17, 2019 .
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 do you use a map plotter?
1:072:42Map Plotter – a Free AppExchange App for Enhanced ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipView other data points on your map. Using proximity and other filters map plotter also makes it easyMoreView other data points on your map. Using proximity and other filters map plotter also makes it easy to get driving directions and optimize your road trips.
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 Data Streams mapping canvas, you can see both your DSOs and target DMOs. To map one to another, click the name of a DSO and connect it to the desired DMO.
How do I create a field map in Salesforce?
To map these objects, follow below steps;Navigate to Setup, in App Setup and click on Customize. Then, select Leads >> Fields, the lead fields will get displayed in the screen.Click on Map Lead Fields button in Lead Custom Fields & Relationships section. ... Click on Save.
How do I enable a map 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.
What is Geopointe Salesforce?
Geopointe shows you the big picture using advanced visualization and filtering capabilities to identify trends and patterns you never knew existed. Location-enable Salesforce to help you geographically visualize your accounts, opportunities, and CRM data.
Mapping Functionality in Salesforce
Clients desire for mapping functionality is Salesforce is not new. As certified Salesforce consultants, we build maps into Salesforce already back in 2013. We had to use Google Maps into Salesforce. You needed a mash-up or iframe to display a Google map inside your lead, account or contact record.
Salesforce Artificial Intelligence & Maps
As the Salesforce platform is becoming more intelligent, I can envision a world whereby you will have these other leads/contacts ranked in importance to maximise the likelihood you will make your next sales target.
Salesforce Data Visualisation & Maps
MapAnything purchase also fits in with the clients’ increasing desire for data visualisation, and Salesforce strategic response to meet this market desire.
Pre-Requisites
Install the latest version of your licensed MapAnything Products (ex. Core, Live, and Guide)
Potential Methods To Consider
If you remap existing records, please note that MapAnything products may no longer be able to recognize these records, potentially impacting your use of MapAnything prior to transitioning to Salesforce Maps. This method is best when completing the migration over a short period of time.
Found Objects
Refer to the field and/or object mappings found on the Salesforce Maps Migration Tool page, to determine the correct new field/object API names to use.
Additional Considerations
All MapAnything batch jobs that are running and were manually scheduled by a user will need to be rescheduled inside of Salesforce Maps. Please monitor your expected daily batches and work with the client success team to add any missing jobs.
