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Salesforce Maps On Demand Training

Salesforce Maps 101: The Fundamentals of Salesforce Maps

Learn the basics of Salesforce Maps! In this course, we'll review what Salesforce Maps is, how to navigate Salesforce Maps on a desktop or mobile device, how to plot your Salesforce data on a map, and how to take action and run your whole sales and service process from Salesforce Maps.

Salesforce Maps 102: Using Salesforce Maps on a Mobile Device

Take your Salesforce Maps knowledge into the field with Salesforce Maps Mobile! In this course, we'll dive into the mobile experience and explain how to access saved marker layers, routes, and schedules on the go, and how to fill cancellations and open times in your day with new appointments.

Salesforce Maps 201: Map Your Salesforce Data with Marker Layers

Learn how to view the Salesforce data you want to see on a map! In this course, we'll discuss how to filter your Salesforce data, select marker colors and shapes, and add advanced marker layer settings to create your very own Salesforce Maps marker layers.

Salesforce Maps 202: Plan Your Day with Routes and Schedule

Learn how to boost your productivity with Salesforce Maps Routes and Schedule! In this course, we'll discuss which Salesforce Maps planning tool is right for you, and review how to create new routes and manage your calendar to cut down on your driving time so you can spend more of your day with customers.

TerrAlign 101: The Fundamentals of Territory Planning

Learn the basics of MapAnything TerrAlign! In this webinar we'll introduce the application and some of the key concepts you'll need to begin working with TerrAlign. This video also covers some of the basic mapping functionality within the View Mode of the tool. This course is designed for any level user who already has their TerrAlign company set up and already has access to an uploaded alignment map. If you do not already have a TerrAlign Alignment built in your Company, you'll need to have a TerrAlign Administrator in your organization build one. For help building TerrAlign Alignment maps, admins can refer to the MapAnything University for TerrAlign 301 course for detailed instructions on how to upload data and create a new map.

TerrAlign 102: Editing Your Alignments in Modify Mode

Start editing the design of your territories! This webinar takes a deeper dive into some of the functionality available to users in the Modify Mode of TerrAlign. Here we'll cover how to adjust the appearance of your alignment using layers, reassign units between territories to find a better balance, edit your territories, and finally print maps and export reports. Just like the 101 course, you'll need access to an alignment that has already been built if you'd like to follow along in this video.

TerrAlign 201: Advanced Features to Help You Carve the Best Alignment

Take your analysis to the next level! This webinar is intended for Analyst and Administrator level user roles who have access to the Design tab in the TerrAlign menu bar. This video focuses on more of the advanced mapping features and analytic tools available in the software. Here we'll cover creating copies of your alignments, creating calculated attributes, automatically optimizing your territories using the Balance feature, and creating reports. This video builds on the concepts covered in the 100 series Salesforce Maps On Demand Training webinars, and we suggest you watch those videos before taking this 201 course.

TerrAlign 301: Load New Data, Build New Alignments, and Manage Access

Build out your TerrAlign Company to enable your users! This webinar focuses on the features only available to Administrator level users and covers how to build a Dataset and Alignments with new data that you'd like to load on a map. We'll also cover how to create users and assign permissions, allowing other users to see and even modify your new TerrAlign Alignments. We suggest that the TerrAlign Administrator within your organization view this webinar to set up your company with Alignment maps before anyone begins the 100 or 200 level courses.

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