Maps desktop user interface

Prerequisites:

• Assigning permission set licenses and permission sets for Salesforce Maps

This guide will explain the following actionable tabs and buttons of the Salesforce Maps Desktop user interface, and how they help users visualize important data and create plans to support their customers:

1. Sidebar Tabs
2. Layers
3. Routes
4. Schedule
5. List
6. Map Display Buttons
7. Shape Drawing Tools
8. Search
9. Settings
10. Zoom Actions

Sidebar Tabs

The tabs to the left of the Salesforce Maps navigation bar allow users to visualize their business-critical Salesforce data and plan the most efficient ways to support their customers. Available tabs include:
 

Layers

The Layers tab contains all of your organization's saved Salesforce Maps layers and empowers you to create new layers and gain a better understanding of where your most important customers are and where you need to be to support them. Salesforce Maps layer types and applications include:

• Marker Layers: See where important Salesforce records are
• Shape Layers: See where territories and other geographic boundaries are
• Data Layers: See where potential prospects that are not currently in your Salesforce org are
• Live Layers: See where your Salesforce Maps Live Assets are
• Favorite Locations: See where you frequently start or end your day

Routes

For users planning travel with Salesforce Maps Routes: The Routes tab contains all saved Routes and empowers users to create new Routes to visit as many customers as quickly as possible.
 

Schedule

For users planning travel with Salesforce Maps Schedule: The Schedule tab shows all planned Salesforce Events, plus their meeting and travel times, and empowers users to create new Events to fill gaps in their day.
 

List

After a user plots a marker layer, the List tab displays a List View of all visible markers. Users can use the List View to sort and filter markers based on key field criteria, take action on groups of markers, and export data from Salesforce Maps.

 

Map Display Buttons

Use the buttons to the right of the Salesforce Maps navigation bar to allow changing your display settings for the map. Available buttons include:

• Show Your Location: Plot user's current position on the map.
• Zoom the Map to Fit Your Data: Adjusts the map zoom level to display all markers currently plotted on the map.
• Default Map View: Sets and move to your default map position and zoom levels.
• ESRI Living Atlas: Plot Content from Esri™ ArcGIS Living Atlas of the World
• Map Types: Select from different map tiles, such as Roadmap (default), Satellite, etc.
• Weather: Select from several weather overlays to show on the map.
• Show Traffic: Plots real-time traffic data on the map.
• Move the Map: The hand icon on the map helps move the map
• Select Markers: Visualize and Manage Selected Markers

Shape Drawing Tools

Use the Drawing Tools to hand-draw boundaries on the map to select and analyze multiple markers at once, or to save as new shape layers. Available Drawing Tools include:

• Polygon: Select the Polygon tool and click each corner to draw a freeform polygon shape
• Circle: Select the Circle tool and click and drag on the map to draw a circle
• Rectangle: Select the Rectangle tool and click and drag on the map to draw a rectangle

Search

Use the Search bar to search for points of interest and plot them on the map alongside marker layers. Salesforce Maps's Search function retrieves and displays point-of-interest results from three sources: Google Places, records in marker layers, and records in Salesforce. For more information, please see Searching in Salesforce Maps.
 

Settings

Use the Settings menu to set or adjust your default settings for Salesforce Maps, including Routes and Schedule, and List View defaults. For more information, please see Salesforce Maps Settings.
 

Zoom Actions

Use the Zoom In and Zoom Out functions, or scroll up and down, to adjust the map zoom level.