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          Before You Turn On Salesforce Maps Lite

          Before You Turn On Salesforce Maps Lite

          Anticipate the behaviors and outcomes that your sales reps experience when you turn on Salesforce Maps Lite.

          Required Editions

          Available in: Lightning Experience
          Available in: Eligible Performance and Unlimited Editions with Sales, Service, Industry Clouds, and Government Cloud Plus. Not available for customers complying with Hyperforce European Union Operating Zone data residency requirements. For eligibility requirements, contact your account executive.
          Your Reps’ Goal What to Expect from Salesforce Maps Lite
          Plot records on the map

          It determines record locations using coordinates in latitude and longitude fields. Those fields differ depending on the kinds of records that your reps plot. Specifically:

          • Accounts require Billing Latitude and Billing Longitude fields.
          • Contacts require Mailing Latitude and Mailing Longitude fields.
          • Leads require Latitude and Longitude fields.

          That way, the map can:

          • Show up to 50 records at a time, providing they include accurate addresses.
          • Include pagination that lets reps access other records in batches of 50 or fewer.

          But for your reps to plot records without latitude and longitude coordinates, Salesforce Maps Lite generates coordinates for them. Generated coordinates last for just that session in Salesforce Maps Lite.

          Work with records in bulk

          It includes a list of the records that correspond with the record markers that appear on the map. The list:

          • Shows up to 50 records simultaneously.
          • Provides up to 15 fields for each record based on the fields that appear in the object’s list views.
          • Lets reps locate a specific record marker on the map when they select its corresponding record from the list.
          • Indicates which records don’t appear on the map because they require address corrections.
          Perform actions on individual records

          It includes functions directly in record markers on the map. When your reps select record markers:

          • The same fields appear as the ones in the list of records.
          • Clustered with other nearby markers relative to their zoomed view, reps can navigate them using pagination functions or show the cluster of records in a list.
           
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