Users can access Salesforce Maps by selecting the Maps tab or navigating to the Salesforce Maps tile from the App Launcher . Once selected, let’s start our tour of the user interface. The left toolbar and navigation menu provides access to the following tabs: Layers, Routes, Schedule, and List.
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. ...
How to create custom field mapping in Salesforce?
- In the Donor Survey row, click the menu arrow () and select View Field Mappings.
- Click Create New Field Mapping.
- Find and select Donor Survey Status (Donor_Survey_Status__c) as the source.
- Find and select Status (Status__c) as the target.
- Click Save.
How to display map on VF page in Salesforce?
public with sharing class MapAccCont { Map<Integer, Account> mapToAccount = new Map<Integer, Account>(); public MapAccCont() { Integer i = 0; for (Account a : [SELECT Id, Name FROM Account LIMIT 10]) { mapToAccount.put(i, a); i++; } } public Map<Integer, Account> getMapToAccount() { return mapToAccount; } }
What is map class in apex Salesforce?
- The private access modifier declares that this class is only known locally, that is, only by this section of code. ...
- The public access modifier declares that this class is visible in your application or namespace.
- The global access modifier declares that this class is known by all Apex code everywhere. ...
How do I enable Google maps 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 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.
Does Salesforce integrate with Google Maps?
1:0010:29The Power Of Displaying Salesforce Data in Google Maps - YouTubeYouTubeStart of suggested clipEnd of suggested clipYeah exactly the first way takes a couple of minutes ago you have one up and running the secondMoreYeah exactly the first way takes a couple of minutes ago you have one up and running the second one's a slightly more complex way with a bit of Salesforce integration. Let's go through it so this is a
How do I use a map plotter in Salesforce?
1:042:42Map Plotter – a Free AppExchange App for Enhanced ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipYou can quickly plot your data for easy visualization including accounts leads contacts and objectsMoreYou can quickly plot your data for easy visualization including accounts leads contacts and objects use the intuitive interface to handle large volumes of data dispersed.
How do I 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. Then log in to Salesforce. Select Install for Admins Only. Click Install.
How do I create a map in Salesforce?
0:356:25Salesforce Tutorial Video | Salesforce Maps - YouTubeYouTubeStart of suggested clipEnd of suggested clipYou will then be taken to a screen that displays a map and allows you to add different types ofMoreYou will then be taken to a screen that displays a map and allows you to add different types of layers to add these layers all you have to do is choose the folder you would like to save the layer in.
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.
How do I show Google Maps in lightning component?
YES, Google Maps work in Lightning web components. To get Google Maps to work in lightning web components we will need to implement maps in the visualforce page and embed in lightning web components as iFrame. One library that the locker service team opened in locker service is window.
How do I use Google API in Salesforce?
Create App in Google ConsoleSelect a project. ... Select ENABLED APIS AND SERVICES.Choose the needed API. ... Go to OAuth consent screen. ... Create credentials, choose for that OAuth client ID.Credentials are needed to connect our Google project with Salesforce.Select Web Application, add some Name, leave other fields blank.More items...•
What is account mapping?
Account Mapping is the cross-referencing of contacts and prospect data between partners either manually or through a platform. Revenue builders such as leaders and managers in tech partnerships and strategic alliances utilize account mapping to drive revenue and fill pipeline.
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.
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.
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.
What is Salesforce Maps?
Hi there! Welcome to the Salesforce Maps user interface, a mapping environment that visualizes your data and enhances business processes. This intelligent interface helps you boost revenue and productivity. This module assumes that your Salesforce Maps environment has been configured and marker layers have been created as outlined in Salesforce Maps Configuration and Salesforce Map Layers . Any user with a Salesforce Maps license has access to the Maps application.
What is Schedule in Salesforce?
Schedule: Displays new scheduled events and can be used to view saved Salesforce calendar events.
What does "on the map" mean?
On The Map: Displays all layers currently plotted on the map.
What tabs are on the left side of the toolbar?
The left toolbar and navigation menu provides access to the following tabs: Layers, Routes, Schedule, and List .
What is the Pegman street view icon?
Pegman street view icon: Allows for drag-and-drop functionality to Google street view.
Permissions & Enablement
The links below will explain the permissions needed to use the Maps Live features. You will learn about our API key and how it impacts Live. Also, you will learn how to toggle on Live Location in Maps.
Creating Salesforce Maps Live Records, Base Objects, and Layers
The links below will explain how to upload Salesforce Maps Live Driver, IoT Device, and Asset data to Salesforce. You'll also learn how to pair IoT Device and Asset records, and Driver and Asset records together to help you visualize your data in Salesforce Maps Live, and prepare to configure Salesforce Maps Live Daily Summaries.
Configuring Salesforce Maps Live Daily Summaries
The links below will explain how to configure Daily Summaries in Salesforce Maps Live. Daily Summary Configurations allow Salesforce Maps users to choose a group of Assets, define business-critical events like Stops and Speeding incidents, and automatically generate a list of events for each Asset every day.
Visualizing Salesforce Maps Live Assets and Events
The links below will explain display the historical location and travel of the Asset, plus the locations of any Stop, Speeding, and Safety Events captured by the Asset's IoT Device for a desired date range. They will also describe how to manage Stop Associations generated by Salesforce Maps Live and ensure that they are accurate and comprehensive.
Additional Features
The links below go over a few configurations that are needed to use additional features that reference Maps Live Tracking. Use these links to create a tab for custom Maps Live objects, create rules for geofencing, configuring working & holiday hours, and
Learning Objectives
Let’s Get Oriented
- Users can access Salesforce Maps by selecting the Maps tab or navigating to the Salesforce Maps tile from the App Launcher. Once selected, let’s start our tour of the user interface. The left toolbar and navigation menu provides access to the following tabs: Layers, Routes, Schedule, and List. Once the Layers tab is selected, the following options ...
Routes and Schedules
- Throughout this module you learn about routes and schedules, both designed to help users plan efficient customer visits. How do you determine which tool to use? There are three fundamental ways routes and schedules differ. 1. Schedules sync with the Salesforce calendar to display calendar events and let users add new events. Routes do not create Salesforce calendar events…
Map Toolbar Options
- As we move forward with our tour of the Salesforce Maps user interface, notice that the toolbar has additional icons, these include: 1. My Position:Plots your current position. 2. Zoom To Fit: Adjusts the map zoom level to display all markers currently plotted on the map. 3. Home:Sets your default map view or lets you go to your default view. 4. Map Types:Displays different map ti…
Additional Navigation Features
- As we travel down the right side of the map, there are a few more options. 1. Pegman street view icon: Allows for drag-and-drop functionality to Google street view. 2. Zoom control navigation:Zooms in and out of the map. 3. Full screen view:Displays a full view of the map without the toolbar and left navigation menu. That completes our tour of the user interface. No…
Resources
- Trailhead:Lightning Experience for Salesforce Classic Users
- Trailhead:Salesforce Maps Configuration
- Salesforce Help: Compare Maps Route and Schedule
- Salesforce Help: Maps Desktop User Interface
User Interface—Quiz Scenario
- Candace Evans is a sales rep at Cloud Kicks. She wants to see all of her open opportunities on the map. To display this information, she opens the corporate folder and plots the marker layer My Open Opportunities. Next, she puts a shape on the map around a group of accounts. She calls each account, schedules meetings, and then saves each meeting as an event in her Salesforce c…