Create Account or Lead Sources for Click2Create™ in Salesforce Maps

Add a new Source picklist value

• For a Standard Salesforce Object, go to Setup → Build → Customize → Leads (or standard object)
• For a Custom Salesforce Object, go to Setup → Create → Objects → Choose your object
• In Lightning, go to Setup → Object Manager → Choose your object

1. Find the picklist field you are using as the source (ex. Lead Source, Account Source, "Custom Object" Source) and click on the label.
   • Note: Clicking Edit will only allow you to edit the field name, not the values in the picklist.
2. Scroll down to the section called "Values” and click New.
3. Add Salesforce Maps (you can add one or more picklist values with each value being on its own line)
4. Click Save.

Add the Source to the Salesforce Maps Click2Create configuration

Now that the new value has been created, add it to the Salesforce Maps Click2Create configuration settings.

1. Go to Setup → Installed Packages.
2. Click configure next to Salesforce Maps.
3. Click Click2Create tab
4. At the bottom of the configuration page, change the Default Values for POI, My Position, and Map Click to the picklist field and value created above.

See Also:
Using Click2Create
Usage Report: See how many Accounts/Leads have been created via Click2Create™