Salesforce · Map Plotter Services
Map Plotter: Visualize Data with Twopir Consulting
Welcome to our comprehensive guide on how to use the Salesforce Map Plotter app! This free tool allows you to visually plot multiple Salesforce records on a map, giving you powerful insights and visualization capabilities for your Salesforce data. With this app, you can streamline operations, optimize decision-making, and explore geographic patterns with ease.
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Trusted by 500+ organizations — including real estate, technology and professional-services teams whose customers are spread across territories, working in Salesforce with Twopir Consulting.
What We Configure
- Salesforce Partner
- Customer Geolocation
- Territory Management
- Route Optimization
- Proximity Search
- Custom Mapping Layers
- Salesforce Mobile
Definition
What is Map Plotter integration?
Map Plotter Integration refers to the process of integrating third-party mapping and geolocation services, such as Google Maps or Mapbox, with Salesforce. This integration enables organizations to visualize data geographically, map customer locations, assign territories, and optimize routes directly within Salesforce, bringing geographic intelligence to their customer relationship management (CRM) strategy.
The Map Plotter app itself is published by Extentia on Salesforce AppExchange, free of charge, and plots accounts, contacts, leads and custom objects on Google Maps. Twopir Consulting does the work around it: deciding what to map, configuring views, filters and routes, adding custom layers, training your team and supporting it afterwards. Product details are on the Map Plotter AppExchange listing.
Comparing mapping options? We also implement Salesforce Maps and Geopointe, and for a developer's view of maps inside Lightning, read our guide to the Lightning map component.
Why integrate Map Plotter with Salesforce?
By integrating Map Plotter with Salesforce, businesses can enhance their data analytics with location-based insights, improve operational efficiency, and boost customer engagement. Whether it’s for visualizing sales territories, plotting customer locations, or optimizing field service routes, this integration provides real-time mapping capabilities to simplify decision-making and foster better collaboration between teams.
Integrating Map Plotter with Salesforce empowers businesses to:
Boost operational efficiency through route optimization.
Improve customer engagement by leveraging geographic data.
Whether you want to visualize sales territories, plot customer locations, or optimize field service routes, this integration simplifies decision-making and improves collaboration across teams.
Key features of Salesforce Map Plotter integration
Customer Geolocation
This feature allows businesses to visualize the locations of customers and leads on a map. By understanding geographic distribution, teams can identify trends and opportunities in specific regions. It helps in tailoring strategies to meet local market demands effectively.
Territory Management
With this feature, organizations can define and assign sales territories using interactive maps. This visual representation ensures better coverage and resource allocation among sales teams. Managers can easily adjust territories based on performance or strategic priorities.
Route Optimization
Route Optimization generates the most efficient travel paths for field sales or service agents. This feature minimizes travel time and fuel costs, allowing agents to cover more appointments in a day. It enhances productivity and improves customer satisfaction by ensuring timely visits.
Data Visualization
Data Visualization presents Salesforce data as layered information on a map. This spatial view helps stakeholders quickly grasp critical business metrics and trends. It enables informed decision-making by revealing insights that might be overlooked in traditional reports.
Proximity Search
Proximity Search identifies leads or accounts located near a specific geographic point. This feature allows sales and marketing teams to target localized campaigns and strategies effectively. It enhances engagement by focusing efforts on prospects who are most likely to convert.
Custom Mapping Layers
Custom Mapping Layers enable the addition of various data overlays, such as demographic information or competitor locations. This feature provides a comprehensive view of the market landscape. Businesses can analyze and strategize more effectively by visualizing multiple data dimensions simultaneously.
Five steps to your first working map
Follow the steps below to get started with the Salesforce Map Plotter app and learn how to use it effectively.
Check your edition and Google billing
Standard objects such as accounts, contacts and leads map on Professional Edition; custom objects need Enterprise Edition. The app also requires Google Billing to be enabled, so settle that before you install.
Install from AppExchange
Map Plotter installs free as a managed package that upgrades automatically. It is Lightning Ready, and its apps, tabs and objects do not count against your Salesforce org limits.
Choose the records to plot
Pick the accounts, contacts, leads or custom objects your team needs to see. They appear on Google Maps as visual clusters and color-coded pins.
Build and save filters
Create filters to slice the data, save the criteria you use most, and zero in on records within a defined radius or a custom drawn area.
Plan routes and take it mobile
Get driving directions between records, see nearby hotel and restaurant options, and open routes in the mapping app on your phone through the Salesforce mobile app for iOS and Android.
Map Plotter use cases
Field Service Route Optimization
A service organization can help field agents plan efficient routes between multiple appointments, reducing travel time and costs while maximizing customer visits in a day. For dispatch and scheduling at scale, see Salesforce Field Service scheduling optimization.
Sales Territory Management
Sales teams can use Map Plotter to define territories visually, ensuring balanced workloads and improving customer engagement by aligning territories with strategic priorities.
Lead Proximity Targeting
Marketers can use proximity search to identify leads near a specific location, enabling them to target localized campaigns or plan events to engage nearby prospects.
How Twopir Consulting can help
At Twopir Consulting, we specialize in delivering custom Map Plotter integrations for Salesforce, offering a range of services:
Consulting Services
We help identify areas where geographic insights can drive business value and create tailored integration plans.
Implementation
We handle full setup, including custom map views, route optimization, and geolocation settings.
Customization
Add custom layers and filters to visualize data like regional demographics or competitor locations.
User Training
We ensure your team is proficient in using Map Plotter tools within Salesforce.
Ongoing Support
We provide continuous support and optimization to meet your evolving business needs. When mapping grows into scheduling and dispatch, our Salesforce Field Service implementation team takes it from there.
Results you can expect
Enhanced Efficiency
Field agents and sales teams can work smarter with optimised routes, reducing travel time and costs.
Informed Decision-Making
Visualizing data geographically supports better business decisions.
Improved Sales Performance
Targeting leads based on proximity boosts conversions by focusing on high-priority opportunities.
Streamlined Operations
Automated territory management and route optimisation reduce manual tasks, allowing teams to focus on strategic activities.
Map Plotter questions, answered plainly
Map Plotter is a free Salesforce app on AppExchange, published by Extentia, that plots Salesforce records on Google Maps. It shows accounts, contacts, leads and custom objects as clustered, color-coded pins, filters them, finds records within a radius or a drawn area, and plans driving routes between them. Twopir Consulting configures it, customizes it and trains your team to use it.
The app is listed on AppExchange as free and never requiring payment. It does require Google Billing to be enabled, because the maps come from Google Maps. Twopir Consulting's consulting, implementation, training and support are separate services.
Standard objects such as accounts, contacts and leads are supported on Professional Edition. Custom objects are supported on Enterprise Edition. The app installs as a managed package, is Lightning Ready, and its apps, tabs and objects do not count against your Salesforce org limits.
Yes. Map Plotter supports the Salesforce mobile app for iOS and Android and works with the mapping app on your phone, so a field rep can open directions to the next visit straight from Salesforce.
Map Plotter is a free third-party app from Extentia, built on Google Maps. Salesforce Maps is Salesforce's own mapping product. Which one fits depends on how far your territory, routing and field requirements go. We implement both, along with other mapping apps such as Geopointe, and can help you choose.
Twopir Consulting offers end-to-end Map Plotter services: consulting to find where geographic insights drive business value, implementation of custom map views, route optimization and geolocation settings, customization with custom layers and filters, user training, and ongoing support and optimization.
Conclusion
Put your Salesforce data on the map
Integrating Map Plotter with Salesforce enables organizations to add powerful geographic insights to their CRM, improving decision-making, operational efficiency, and customer engagement. Twopir Consulting offers end-to-end solutions for implementing Map Plotter, including consulting, customization, training, and ongoing support. With this integration, you can unlock the full potential of your Salesforce data and drive your business forward.
For more information or to get started, contact Twopir Consulting today!
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