MapAnything has become a part of the Salesforce family, and as part of that transition, the Salesforce Privacy Policy (https://www.salesforce.com/company/privacy) will now apply to how we use and protect your data. Please contact privacy@salesforce.com if you have any questions about our efforts or privacy practices

Ok

Salesforce Maps How To Videos

#
Configuration
Welcome to Salesforce Maps! We're glad you're here, and can't wait to help you get started. This video series will explain everything you need to know to install and configure Salesforce Maps in your Salesforce org, and have you mapping your CRM data in no time.
#
Marker Layers
This video series will teach you how to create and manage marker layers in Salesforce Maps. Marker layers allow you to filter for important Salesforce records—like you would in a Salesforce report—and see your results on a map to plan your day more efficiently.
#
Shape Layers
This video series will teach you how to create shape layers to see and manage territories in Salesforce Maps. Plotting shape layers and marker layers side by side can give you a comprehensive view of your territory.
#
Routes
This video series will provide all the information you need to plan your day with Salesforce Maps Routes. Add new stops to a route, add appointment times, generate a stop order, and you'll be on your way!
#
Schedule
Do you plan your day with Salesforce Events or use the Salesforce Calendar? If so, this video series is for you! Learn how Salesforce Maps Schedule can help you navigate between planned events and create new events right from Salesforce Maps.
#
Optimize A Route
Learn how Salesforce Maps can take your desired way points and generate an optimized route for your sales reps.
#
Begin Creating a Marker Layer
Marker layers within Salesforce Maps help you to visualize your Salesforce data on the map. Watch this video to learn how to create your own marker layer.
#
Edit A Marker Layer
Need to make changes to any of your current marker layers? This video demonstrates how to edit existing marker layers.
#
Create A Shape Layer
Shape layers within Salesforce Maps help you to visualize your Salesforce data on the map. Watch this video to learn how to create your own shape layer.
#
Save a Custom Shape Layer
Often times, you will find that you may wish to identify a certain boundary on the map manually. This video will demonstrate how to do that by using a custom shape layer.
#
Default View
Learn how to customize your default view within Salesforce Maps to focus on a particular state or territory every time you login to your MapAnything account.
#
Use Click2Create®
Click2Create® allows users to create new records within Salesforce based on either a points-of-interest search or their current location. The Click2Create® feature is available on desktop and mobile device.
#
Travel Time and Travel Distance Proximity Boundaries
Salesforce Maps can display proximity boundaries based on travel time and travel distance and can be stored as shape layers to provide relevant information to users. This feature is currently available via desktop only.
#
Export Data From List View
This video will demonstrate how to export data from the Salesforce Maps list view tool.
#
Create a Selected Tab in List View
Watch this video to learn how to create a selected tab in the Salesforce Maps list view tool.
#
Calculate Drive Time and Distance in List View
This video will demonstrate how to calculate drive time and distance in the Salesforce Maps list view tool.
#
Multivariable Dynamic Marker
With Salesforce Maps' new multivariable dynamic markers, you can visualize more information in a single map layer. Dynamically assign the shape of a plotted marker according to the value in one field, and assign the color according to the value in another field allowing you to get more out of your Salesforce data.
#
Marker Layer - Assignment Type (Dynamic, Two Fields)
Using the multivariable dynamic markers, you have the ability to assign shape and color to reflect the value of two distinct fields within the plotted object.
#
Cross Object Tool Tips
Cross object tool tips allow you to use a lookup to include cross object fields within your tool tips. With this new feature, you can now gain more insight and flexibility in your marker layers.
#
Folders (Edit + Move)
Folders help you organize your Salesforce Maps layers. This video will show you how to edit and move layers within existing folders.
#
List View
Salesforce Maps allows you to plot a marker layer on the map and see the results in a list view. The video demonstrates how to open the list view and edit the settings.
#
Marker Layer- Advanced Filter (Order By)
Watch this video to learn how to filter accounts within a marker layer using the advanced “order by” option.
#
Mobile
This video series will teach you how to navigate in the field with ease using Salesforce Maps Mobile. Find nearby customers and prospects, get directions between scheduled appointments, log meeting notes, and replace cancelled appointments with new ones, all without losing valuable time!
Cookie Settings