Build Salesforce Maps Marker Layer with Filter by Activity

This article explains how to build a Salesforce Maps Marker Layer that plots only records with associated Tasks or Events, such as Accounts with a Task due on a specific date. It also explains the 150,000-record limit that can cause inconsistent results when you use activity filters.

Video: Configure Activity Filters on a Salesforce Maps Marker Layer

The following video shows how to open Marker Layer settings, select the Activity Filters tab, and configure Task and Event criteria to filter plotted records.

Build a Salesforce Maps Marker Layer with Activity Filters

1. Navigate to the folder where you want to save the Marker Layer, and select New.
2. Select the object to use for the Marker Layer. This example uses Accounts.
3. Name your Marker Layer, then select Activity Filters on the Filters tab.
4. The default settings show configuration options for both Tasks and Events. When you select With Tasks or Without Tasks, you can set criteria on the Tasks themselves. For example, show Accounts with a Task due on 1/13/2020.
5. To combine Task and Event criteria, use the AND or OR condition between them. For example, show Accounts with a Task due on 1/13/2020 AND an Event due on 1/13/2020.
6. Select Save & Plot to plot the layer.

Keep the Base Object Under 150,000 Records When You Use Activity Filters

Salesforce Maps first queries the first 150,000 records of the Marker Layer's base object, then passes those record IDs to a second query that applies your activity filter criteria. If a user has access to more than 150,000 records of the base object, records beyond the first 150,000 never reach the activity filter, so the plotted results can be inconsistent.

To avoid this, add field filters to the base object first so it returns fewer than 150,000 records, and then add your activity filter logic. For example, if your Marker Layer uses the Account Billing base object (Accounts plotted by billing address), filter the Accounts by owner or by billing state before you add Task or Event filters.