Salesforce Maps Shape Layer builder

Please Note: Creating shape layers outside the Maps User Interface with custom geometries isn't recommended or supported by Salesforce as it can cause errors and lead to unpredictable results. Unsupported shape layer creation methods include via automation, apex, data loads, or any other integration. Salesforce Support may require you to recreate any shapes created in an unsupported method by using the Shape Layer Builder inside of the Maps page to verify the issue.

Follow the below steps to Create a New Shape Layer:

The details page lets you specify a Name and Description for your Shape Layer.

Shape Selection

On the Shape Selection page, you can select the Country and the data available for that country. For example, to show Canadian Provinces, you can specify those territories.

Selecting Shapes via Filters

Note that you can also select Add Filters. This is especially helpful if you need to filter out a large subset of the territories that Salesforce Maps offers. As an easy example, you might need a shape consisting of all Canadian territories with the exception of Alberta.

The Available Shapes list provides a list of all shapes matching your shape selection criteria. In order for them to plot, move some of the Available Shapes to the Selected Shapes list with the arrow. Note that you can click and drag to select a number of shapes or you can select them individually.
 

Selecting Shapes via the Draw on Map Tool

Instead of using filters, it may be easier for you to just draw a territory on the map to quickly select a number of territories.

Select Draw on Map and freehand a shape. You do not have to be very precise with the Draw on Map tool. The Shape Layer Builder automatically adds any territory to the list that you either enclose or touch when drawing. Note that your territories are added to the sidebar and selections made will be highlighted on the map.

For more information, refer to the full documentation with the Draw on Map Tool.

Selecting Shapes via Paste from Clipboard

You can also import shapes via the Paste from Clipboard option. You can use this feature to import a list of zip codes. Review the formatting guidelines and paste your zip codes.

Note: Supported Postal Code Formats for Shape Layers

When you select Process Shapes, Maps automatically validates your zip codes. At this point, whether you've selected shapes via Filters, the Draw on Map Tool, or the Paste from Clipboard option, you can select Save & Plot to plot the territory using the default display settings. Or you can jump to the Display options to configure how you want to show the shape.

Display

The Display options are straightforward. You can designate a label, text, and other options relative to how you want to view the shape layer.

The Color Picker allows you to customize both the Fill Color and Border Color of your shape. By using the Fill Color option, you can select the interior color of the shape, while the Border Color option lets you define the color of the outline.

If the “Enable Label” option is enabled, you gain access to customize the label settings for your shape. This allows you to modify the Label Text Override, Justification, Font Size, Font Color, and Opacity. These properties will enhance the visual representation of your shapes. If the checkbox isn't selected, label customization options will be disabled, meaning you won’t be able to make any changes to the label. While this simplifies the layer, it also limits its informational content.

Note:  When the “Enable Label” option is enabled for shape layers, the justification settings apply only when the shape is plotted in a merged state, and the label justification settings will display your label next to the shape layer.

If the Merge Boundaries option isn't selected, your boundaries won't be shown as one contiguous shape. For example, if your Shape consisted of all 50 states, the territory would be drawn with the lines between each state. When using "only show markers inside shape" please consider these items and how they can impact performance related to the network or browser:

• The complexity of shape geometries and how many vertices it contain (coastlines, islands, etc)
• Marker display (dynamic markers, clusters, etc)
• Visible area enabled on marker layer (zoom level of the visible area)
• Complexity of query
• Bad addresses in query
• Enable merge boundaries