Salesforce Maps Live: Getting Started Guide

Table of Contents

Permissions & Enablement
Creating Salesforce Maps Live Records, Base Objects, and Layers
Configuring Salesforce Maps Live Daily Summaries
Visualizing Salesforce Maps Live Assets and Events
Additional Features

Permissions & Enablement

The links below will explain the permissions needed to use the Maps Live features. You will learn about our API key and how it impacts Live. Also, you will learn how to toggle on Live Location in Maps. 

• Assign Maps Live Permission Set Licenses & Permission Sets
• Enable Live Mobile Tracking for Maps Live user Permission Group
• Create a Live API Key for Maps Live Tracking
• Enable Live Location in the Maps App

Creating Salesforce Maps Live Records, Base Objects, and Layers

The links below will explain how to upload Salesforce Maps Live Driver, IoT Device, and Asset data to Salesforce. You'll also learn how to pair IoT Device and Asset records, and Driver and Asset records together to help you visualize your data in Salesforce Maps Live, and prepare to configure Salesforce Maps Live Daily Summaries.

• Creating Salesforce Maps Live IoT Device Records
• Creating Salesforce Maps Live Asset Records
• Automatically Create Live IoT and Asset Records  
• Creating Salesforce Maps Live Driver Records
• Associating Salesforce Maps Live Driver Records with Salesforce Maps Live Asset Records
• Creating a Live Base Object
• Creating a Live Layer

Configuring Salesforce Maps Live Daily Summaries

The links below will explain how to configure Daily Summaries in Salesforce Maps Live. Daily Summary Configurations allow Salesforce Maps users to choose a group of Assets, define business-critical events like Stops and Speeding incidents, and automatically generate a list of events for each Asset every day. Users can also configure Stop Associations to tie Stop events to relevant Salesforce records and maintain better visibility into their field operations.

• Creating a Live Daily Summary Configuration
• Configuring Stop Associations for Live Daily Summary Configurations
• Scheduling Daily Summary and Last Position Batches for Salesforce Maps Live
• Configuring Telematics Alerts for Salesforce Maps Live
• Generating Historical Daily Summaries

Visualizing Salesforce Maps Live Assets and Events

The links below will explain display the historical location and travel of the Asset, plus the locations of any Stop, Speeding, and Safety Events captured by the Asset's IoT Device for a desired date range. They will also describe how to manage Stop Associations generated by Salesforce Maps Live and ensure that they are accurate and comprehensive.

• Visualizing Live Asset Tracking History
• Managing Live Stop Associations

Additional Features

The links below go over a few configurations that are needed to use additional features that reference Maps Live Tracking. Use these links to create a tab for custom Maps Live objects, create rules for geofencing, configuring working & holiday hours, and 

• Mobile Advanced Settings for Maps Live Tracking
• Create a custom object tab
• Create a Maps Live Rule
• Create Maps Live Working and Holiday Hours
• Maps Live Tracking Object Schema