MapAnything How To Videos

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Configuration
Welcome to MapAnything! 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 MapAnything in your Salesforce org, and have you mapping your CRM data in no time.
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Marker Layers
This video series will teach you how to create and manage marker layers in MapAnything. 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.
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Shape Layers
This video series will teach you how to create shape layers to see and manage territories in MapAnything. Plotting shape layers and marker layers side by side can give you a comprehensive view of your territory.
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Routes
This video series will provide all the information you need to plan your day with MapAnything Routes. Add new stops to a route, add appointment times, generate a stop order, and you'll be on your way!
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Schedule
Do you plan your day with Salesforce Events or use the Salesforce Calendar? If so, this video series is for you! Learn how MapAnything Schedule can help you navigate between planned events and create new events right from MapAnything.
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ELD
MapAnything ELD offers a web portal where Managers can review and manage important logs and documents that drivers submit through the MapAnything ELD mobile app. This video series explains the critical functions Managers should address in MapAnything ELD to maintain compliance with the ELD mandate.
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Optimize A Route
Learn how MapAnything can take your desired way points and generate an optimized route for your sales reps.
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Manual Optimization
Not satisfied with how Google optimized your route? No worries! This video will demonstrate how to manually optimize your route so your sales reps can hit the stops in the order you want.
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Begin Creating a Marker Layer
Marker layers within MapAnything help you to visualize your Salesforce data on the map. Watch this video to learn how to create your own marker layer.
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Edit A Marker Layer
Need to make changes to any of your current marker layers? This video demonstrates how to edit existing marker layers.
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Create A Shape Layer
Shape layers within MapAnything help you to visualize your Salesforce data on the map. Watch this video to learn how to create your own shape layer.
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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.
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Default View
Learn how to customize your default view within MapAnything to focus on a particular state or territory every time you login to your MapAnything account.
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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.
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Travel Time and Travel Distance Proximity Boundaries
MapAnything 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.
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Export Data From List View
This video will demonstrate how to export data from the MapAnything list view tool.
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Create a Selected Tab in List View
Watch this video to learn how to create a selected tab in the MapAnything list view tool.
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Calculate Drive Time and Distance in List View
This video will demonstrate how to calculate drive time and distance in the MapAnything list view tool.
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New Mobile (Saved Layer + List View)
This video demonstrates how to access a saved marker layer and navigate to list view from the mobile interface.
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New Mobile - Routes (How to Create)
Watch this video to learn how to create, optimize, and edit routes from your mobile device.
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New Mobile - Check In + Check Out (Custom Disposition)
Logging and updating activity within Salesforce can be done directly through the MapAnything mobile app. This video will demonstrate how to check in and out of accounts and make notes through custom disposition that will save in Salesforce.
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New Mobile - Routes (Accessing a Saved Route)
Watch this video to learn how to locate, plot, and edit saved routes from the mobile interface.
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Multivariable Dynamic Marker
With MapAnything’s 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.
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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.
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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.
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Folders (Edit + Move)
Folders help you organize your MapAnything layers. This video will show you how to edit and move layers within existing folders.
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Add MapAnythingIO Remote Site
Since we have upgraded MapAnything’s API platform, enhanced Salesforce security requires adding MapAnythingIO as a remote site. This video will walk you through how to activate MapAnythingIO as a remote site on your Salesforce.
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List View
MapAnything 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.
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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.
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ELD Lite
This video series will explain how to manage your daily logs using the MapAnything ELD Lite driver app. Learn how to get started with MapAnything ELD Lite, complete vehicle inspections, log your time, and upload documents in your ELD-equipped vehicle.
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Mobile
This video series will teach you how to navigate in the field with ease using MapAnything 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!
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