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Use Click2Create on Maps

Julkaisupäivä: Mar 18, 2026
Kuvaus
You can create records directly from the map via the Click2Create functionality.
 
Ratkaisu

Point of Interest (POI)

1. Open Salesforce Maps and search for a point of interest.

2. Select a POI marker to plot it on the map.

3. Select Click2Create.

4. Select the type of record to create

5. Fill out and review input fields and values. Select Finish.

6. Note the styling applied to the marker. Select the record to review the detail page.


My Position

1. Open Salesforce Maps and select the My Position marker.

2. Select the My Position marker to view the tooltip

3. Select Click2Create.

4. Complete the prompts to create the record.

Note:- If Marker after Click2Create plots at a different or a near by location please follow these steps to resolve the issue.

See also:

 

Knowledge-artikkelin numero

000380173

 
Ladataan
Salesforce Help | Article