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.
What is map plotter in Salesforce?
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.
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 is Salesforce maps used for?
Salesforce Maps Salesforce Maps makes it easy for companies to visualize critical data and surface the insights necessary to improve field operations and drive revenue growth. Embedded inside the World’s #1 CRM, Location Intelligence transforms business processes across Sales, Service, Marketing, Analytics, and more.
What is a chatter profile in Salesforce?
DeveloperEditions Your Chatter profile describes who you are to your coworkers and any customers you communicate with. It features your photo and basic information like your professional title and contact details. Set up your Chatter profile soon after you begin using Salesforce, and update it often.
How do I access my salesforce maps?
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 map?
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 grant access to a Salesforce map?
From Setup, in the Quick Find box, enter Users , and then select Users.Select a user that you want to grant access to Salesforce Maps and its related products.In the Permission Set License Assignments section, click Edit Assignments.More items...
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 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 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 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'.
How do I enable maps and locations 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.
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 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 I map multiple locations?
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 you make a map with 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.
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.
Take planning out of spreadsheets
Seamlessly coordinate critical account and user data with the territory planning and assignment process.
Salesforce Maps
Salesforce Maps makes it easy for companies to visualize critical data and surface the insights necessary to improve field operations and drive revenue growth.
How does territory planning affect sales?
Effective territory planning can result in an increase of sales , a decrease in cost, and an overall improvement in customer coverage. Consider the following questions when thinking about territory planning at your company.
Does Trailhead Simulator store progress?
The simulator doesn’t store your progress. If you close your browser, the simulation starts from the beginning each time you launch it. Use the navigation controls at the bottom of the simulator to get back to where you left off. For the best experience, view the Trailhead Simulator on a laptop or desktop computer.
Can Territory Planning be integrated with Salesforce?
Territory Planning can be directly integrated with Salesforce reports. These reports can be created for any mappable object and display any field on that object. When creating a report, there are some required fields.
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.
Where are folder permissions in Salesforce?
Folders are located in the Salesforce Maps user interface.
