Slaesforce FAQ

how to use salesforce mapanything

by Heath Paucek Published 2 years ago Updated 1 year ago
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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

  1. 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.
  2. Ultimate Accessibility. Since Salesforce is cloud software, it’s accessible anywhere and everywhere you have access to the Internet.
  3. Increased Revenue. ...
  4. Greater Customer Satisfaction. ...
  5. Simple Account Planning. ...

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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. ...

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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.

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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.

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.

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.

Can Salesforce maps track your location?

Tracking Live Location Essentially you're using your location to put a pin where you want the driver to find you. Salesforce Maps Live Tracking provides the same functionality on a larger scale by allowing organizations with multiple assets the ability to track and save driver location and activity.

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.

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 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.

When did Salesforce buy MapAnything?

Apr 17, 2019MapAnything was acquired by Salesforce for $213M on Apr 17, 2019 .

Is Salesforce maps a managed package?

Get the Salesforce Maps managed package installed before you configure it for your users.

How do I access my 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 enable my live location?

How to turn Location Services on or off for specific appsGo to Settings > Privacy > Location Services.Make sure that Location Services is on.Scroll down to find the app.Tap the app and select an option: Never: Prevents access to Location Services information.

How can Salesforce maps help sales teams increase sales?

Salesforce Maps offers the industry's leading Location Intelligence solutions that leverage mapping and optimization technologies. This allows customers to maximize the productivity of their sales and service resources by providing an interactive, map-based visualization.

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.

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