Use Filters to Build a Salesforce Maps Marker Layer

This article explains the different filter types available on a Salesforce Maps Marker Layer and how to use each one to control which records are plotted on your map.

Access Filter Settings on a Marker Layer

1. Click the three vertical dots on the marker layer and click Edit.
2. Click the Filters tab.

Choose Which Records to Filter

The Create Filters For option lets you choose whether plotted records include everything ("All Accounts") or just personal accounts ("My Accounts"). Managers can also choose to see records owned by their subordinates or direct reports. For example, if you only want to see the Accounts you own, select My Accounts so the filter uses Current User ID equals Owner ID.

Filter Types

Field Filter

Field Filters let you filter on the fields available on the record detail page, as well as lookups to parent objects. This works similarly to standard Salesforce filters, where you set a condition using a field, an operator, and a value. Use Add Condition to add more filter conditions and further refine which records appear on the map.

By default, Salesforce Maps uses the All Conditions Are Met option, which applies AND logic across your filter conditions. You can instead select Custom Logic Is Met to define your own AND/OR logic.

Watch this video to see how to apply Field Filters to a Salesforce Maps Marker Layer:

Notes on Field Filters:

• Long text fields can't be used as a field filter.
• Multi-select picklists are useful for data consistency, and Salesforce Maps supports using them as a field filter. However, Salesforce Maps only considers the first selected value in the picklist. This is expected behavior. When a multi-select picklist field is used as a Dynamic Marker, Salesforce Maps renders only one marker per record, placing each record into the first bucket that meets the criteria.

Activity Filter

Activity Filters let you filter records based on related Tasks and Events, which is useful for building more powerful, activity-aware reports.

• Select With, Without, or With or Without as the operator for the Task filter.
• Select an AND/OR condition.
• Select With, Without, or With or Without as the operator for the Event filter.

Activity Filter Notes

Salesforce Maps builds a query against the first 150,000 records from the base object, then passes those record IDs to a secondary query that applies your Activity filter criteria. If you use Activity filters, filter your base object (for example, Account Billing) down to fewer than 150,000 results before adding Activity filter logic. If you don't, results may be inconsistent when the user has access to more than 150,000 records.

You might notice a record plotted on the map with an Activity filter applied, even though you don't see a matching activity record in the Related List. This happens because Salesforce Maps looks for markers by querying all records linked to the activity (Event or Task) through WhoId, WhatId, OwnerId, and AccountId, but the Related List only shows activities directly linked to the base object, for example, through the Event's WhatId for Accounts.

Cross Filters Set

Cross Filters Set lets you add up to two cross-object filters to your Marker Layer, along with additional sub-filters under those objects. This filter type lets you filter across related objects in your Salesforce data structure.

• Select the cross object using both WITH and WITHOUT conditions.
• Click Add Condition to add more filters.

Watch this quick video on using Cross Filters in Salesforce Maps:

By default, Salesforce Maps uses the All Conditions Are Met option, which applies AND logic across your filter conditions. You can instead select Custom Logic Is Met to define your own AND/OR logic.