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Salesforce Maps
Create Base Objects to Plot on Maps

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Create Base Objects to Plot on Maps

In addition to the commonly used base objects that Salesforce Maps plots for you, you can add other objects that help your reps in the field. Base objects can represent either Salesforce objects that include addresses, or Salesforce objects that look up to ones that include addresses.

Required Editions

View supported editions.
User Permissions Needed
To customize settings: Customize Application
  1. From Setup, in the Quick Find box, enter Installed Packages, and then select Installed Packages.
  2. Click Configure next to the Salesforce Maps package.
  3. Select Base Object | Create New.
  4. Select the Salesforce object that you want to appear on maps.
    For example, you want to plot cases from high-revenue accounts. So you select Case.
  5. Enter a name. Then select an address location based on either the corresponding Salesforce object, or a related Salesforce record’s ID.
    For example, you want cases to reflect the address of their respective accounts—not the cases themselves. So you select Account ID.
    New base object name and address settings
  6. Select the address and coordinate the options that you want maps to reference. Select among standard and custom address fields.
    For example, you want field reps to see account locations based on billing addresses. So you select addresses and coordinates from the account billing address.
    Address and coordinates based on account billing addresses
  7. Save your changes.

See Also

 
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