Button Sets and Action Buttons in Salesforce Maps

Modes

Some actions are only available in certain map modes.  The following map modes are currently available.

• Desktop
• Mobile

Render Modes

Some actions are only available in certain render modes.  The following render modes are currently available.

• Marker
• Cluster
• Scatter

Layouts

Actions can appear in different layouts, and certain actions are limited as to which layouts they can be added to.  The following layouts are currently available as restrictions.

• Tooltip
• Mass

Requirements

A requirement is a rule that must be met in order for an action to be available for a certain record.  The following requirements are currently available.

• Activity Support - The record must support activities.
• Verified Location Support - The record must have been plotted using a base object that supports verified locations.
• Contact Or Lead - The record must be of type Contact or Lead.  This is useful for actions that are related to campaigns.

Standard Actions

These are the standard actions that are currently built into Salesforce Maps.  These actions can be attached to button sets to make them available to end users.
 

Add to Campaign

Adds the record to campaigns that are specified by the user.

• Modes: Desktop, Mobile
• Layouts: Tooltip, Mass
• Requirements: Contact or Lead
• Render Modes: All

Add to New Route

Adds the marker to a new list of waypoints in the routes tab.

• Modes: Desktop, Mobile
• Layouts: Tooltip, Mass
• Requirements: None
• Render Modes: All

Add to Route

Adds the marker to the current list of waypoints in the routes tab.

• Modes: Desktop, Mobile
• Layouts: Tooltip, Mass
• Requirements: None
• Render Modes: All

Add to Schedule

Adds the marker to the current list of waypoints in the schedule tab.

• Modes: Desktop, Mobile
• Layouts: Tooltip, Mass
• Requirements: None
• Render Modes: All

Change Owner

Allows the user to specify a new owner for the record.

• Modes: Desktop, Mobile
• Layouts: Tooltip, Mass
• Requirements: None
• Render Modes: All

Chatter Post

Posts a message to the record.

• Modes: Desktop
• Layouts: Tooltip, Mass
• Requirements: Chatter Support
• Render Modes: All

Check In/Out

Creates a task and/or chatter post depending on the configuration.

• Modes: Desktop, Mobile
• Layouts: Tooltip
• Requirements: None
• Render Modes: All

Clear Coordinates

Clears the coordinates of the marker so it can be re-geocoded.

• Modes: Desktop
• Layouts: Tooltip, Mass
• Requirements: None
• Render Modes: All

Click2Create

Creates a Salesforce record directly from the map.

• Modes: Desktop, Mobile
• Layouts: Tooltip, Mass
• Requirements: None
• Render Modes: All

Create Favorite

Creates a favorite at the location of the marker and places it in the current user’s personal folder.

• Modes: Mobile
• Layouts: Tooltip
• Requirements: None
• Render Modes: All

Follow

Marks the current user as following the record.

• Modes: Desktop, Mobile
• Layouts: Mass
• Requirements: None
• Render Modes: All

Log a Call

Launches the standard Log a Call UI with information automatically populated from the record.

• Modes: Desktop, Mobile
• Layouts: Tooltip, Mass
• Requirements: Activity Support
• Render Modes: All

New Event

For a single marker, launches the standard New Event UI with information automatically populated from the record.  As a mass action, launches a dialog with basic event inputs that allows for mass creation.

• Modes: Desktop, Mobile
• Layouts: Tooltip, Mass
• Requirements: Activity Support
• Render Modes: All

New Task

For a single marker, launches the standard New Task UI with information automatically populated from the record.  As a mass action, launches a dialog with basic task inputs that allows for mass creation.

• Modes: Desktop, Mobile
• Layouts: Tooltip, Mass
• Requirements: Activity Support
• Render Modes: All

Remove Marker

Removes the marker from the map.

• Modes: Desktop, Mobile
• Layouts: Tooltip, Mass
• Requirements: None
• Render Modes: All

Send Email

Launches the standard Send an Email UI with information automatically populated from the record.

• Modes: Desktop
• Layouts: Tooltip, Mass
• Requirements: Activity Support
• Render Modes: All

Set Proximity Center

Sets a proximity circle around the marker with the default proximity options.

• Modes: Desktop, Mobile
• Layouts: Tooltip, Mass
• Requirements: None
• Render Modes: All

Set Reference Point

Sets the marker as a reference point for list view calculations 

• Modes: Desktop
• Layouts: Tooltip
• Requirements: None
• Render Modes: All

Set Verified Location

Allows the user to drag the marker to a different location on Salesforce Maps Desktop.  On Mobile, uses the current location.

• Modes: Desktop, Mobile
• Layouts: Tooltip, Mass
• Requirements: Verified Location Support
• Render Modes: Marker

Street View

Opens Google Street View based on the marker's location

• Modes: Desktop
• Layouts: Tooltip
• Requirements: None
• Render Modes: All

Take Me There

Launches directions to the marker in native GPS.

• Modes: Desktop, Mobile
• Layouts: Tooltip
• Requirements: None
• Render Modes: All

Unfollow

Marks the current user as not following the record.

• Modes: Desktop, Mobile
• Layouts: Mass
• Requirements: None
• Render Modes: All

Update Field

Updates the selected field of the record with a user-supplied value.

• Modes: Desktop, Mobile
• Layouts: Mass
• Requirements: None
• Render Modes: All

View Record

Opens the record detail page in Salesforce

• Modes: Mobile
• Layouts: Tooltip
• Requirements: None
• Render Modes: All