Map Plotter – Simplifying geographical visualization
Welcome to our guide on how to use the Salesforce Map Plotter app! This free tool allows you to visually plot multiple Salesforce records on a map, providing a powerful way to visualize and analyze your data. Follow the steps below to start using the Salesforce Map Plotter app effectively.
Install the App:
- Go to the Salesforce AppExchange and search for “Salesforce Map Plotter”.
- Click on “Get It Now” and follow the installation instructions.
Enable the App:
- Once installed, go to Setup in your Salesforce org.
- Navigate to Installed Packages under the Platform Tools section.
- Find the Salesforce Map Plotter package and click on “Configure”.
- Follow the instructions to enable the app for your org.
Configure Map Plotter:
- After enabling the app, you can configure it by selecting the Salesforce object and fields you want to plot on the map.
- Configure the map settings such as the map type (Google Maps or Salesforce Maps), markers, and clustering options.
Plot Records:
- Once configured, navigate to the Map Plotter tab or page in Salesforce.
- Select the records you want to plot on the map.
- Click on the “Plot Records” button to display the records on the map.
View and Interact with the Map:
- The Map Plotter app will display the plotted records on the map based on the configured settings.
- You can interact with the map, zoom in/out, and click on markers to view record details.
Customize and Save Maps:
- You can customize the map by changing the settings such as marker colors, map layers, and info window layouts.
- Save the map configurations for future use or sharing with others.
Use Cases:
- The Salesforce Map Plotter app can be used for various purposes such as visualizing sales territories, customer locations, service appointments, and more.
- It provides a visual representation of data that can help in making informed decisions and optimizing business processes.
How Can We Help:
- We have extensive experience in implementing map plotting solutions with Salesforce.
- We’ll assist you in effectively visualizing your Salesforce data on maps to make informed decisions.
- Our expertise will help you optimize your business processes by leveraging geographical insights.
Results:
- The Salesforce Map Plotter app enables easy visualization of Salesforce records on maps.
- Efficiently analyze geographical data to identify trends and optimize business processes.
- Make informed decisions based on geographical insights derived from plotted data.
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