Use filters to build a Maps Marker Layer in Salesforce Maps

In order to access the various filter types :

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

Create Filters For: This option allows you to choose whether plotted records include everything (“All Accounts”) or just personal accounts (“My Accounts”). Managers can even choose to see their subordinates or direct reports as well. If you just want to see the Accounts that you own. Select My Accounts option and Current User ID equals to the Owner ID.
 

Filter Types

Field Filter

Field Filters allow you to access the fields on the record detail page as well as lookups to parent objects. This works similar to salesforce filters where you set the condition using the field, operator, and value. There is an Add Condition button. This allows you to further refine which records you want to see.

By default 'All Conditions Are Met' option will be selected which means the AND logic is used for filter conditions. However, you can select 'Custom Logic Is Met' option and define the logic AND/OR.

Check out the following video to learn how to apply Field Filters to Maps Marker Layers



Note: Long text fields cannot be used as a field filter.

Activity Filter

This filter type allows users the ability to filter on activities. You can choose from With or Without Tasks and Events to create powerful reports.

• Select either With, Without, With or Without as the operator for the filter for tasks.
• Select AND/OR condition.
• Select With, Without, With or Without as the operator for the filter for tasks

Note:

1. SF Maps will create a query of the first 150K records (from the base object) and then pass those record id's to a secondary query to introduce defined activity filter criteria.  If you are using activity filters be sure to filter down the base object (say Account Billing) to under 150K results prior to adding in activity filter logic. Failing to do so, may result in inconsistent results if the user has access to more than 150K records (Accounts in the example of using the Account Billing base object).
 

2. One may notice the record plotted with an Activity filter but no activity record in the Related Lists. This is because when looking for markers to be plotted, all the records that are linked to the activity(Event or Task) via WhoId, WhatId, OwnerId, and AccountId will be queried but when showing the related list, only the activities that are directly linked to the Base Object will be displayed e.g. via WhatID of the Event for Accounts.

Cross Filters Set

This filter type allows users to add up to 2 cross-object filters to their Marker Layer and additional sub-filters under those objects. Cross filters set allows you to work across the Salesforce data structure to related objects.

• Select the Cross object using both WITH and WITHOUT conditions.
• Click on Add Condition to add additional filters.

Check out this quick video on Cross Filters

• By default 'All Conditions Are Met' option will be selected which means the AND logic is used for filter conditions. However, you can select 'Custom Logic Is Met' option and define the logic AND/OR.