Relate a Record to a Maps Shape Layer

This article explains how to relate a Salesforce record, such as an Account or Contact, to a Maps Shape Layer so the record can be plotted on the map when that Shape Layer is included in a Marker Layer.

Create a Lookup Relationship Field on the Object

Follow these steps to create a Lookup Relationship field on a Salesforce object and connect it to a Maps Shape Layer:

1. Create a lookup field for the object. For example, if you want to relate a Shape Layer to an Account, navigate to the Object Manager, select Account, then select Fields & Relationships.

2. Click the New button to the right of the Quick Find search bar.

3. Select Lookup Relationship. Click Next.

4. Select Maps Shape Layer. Click Next.

5. Enter a Field Label. The Field Name should auto populate. If it does not auto populate, click into the Field Label box and then press the tab key. Click Next.

6. Choose who can see this field on the page layout. Click Next.

7. The next page assigns the field to the Account page. Click Next.

8. Ensure Maps Shape Layer Layout is checked. Click Save.

Add the Shape Layer to a Record

9. Navigate to a record and you should now see the Map Shape Layer field. Enter the name of the Shape Layer in this record.

Add a Tooltip so the Shape Plots on the Map

10. In order for the shape to plot in Maps, add a tooltip for Map Shape Layer (Lookup). Select Name in the second field. Please note that only a maximum of 100 shapes will plot on the map per Marker Layer.

11. Click Save & Plot.

12. Now the shape will appear if the record is included in the Marker Layer results.