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.

For assistance with Salesforce and Map Plotter, please contact us directly by completing the form below.

 

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