Installing and Giving Access to Salesforce Maps

Take the initial steps to help your field reps spend less time on the road and more time building relationships with customers.

1. Install Salesforce Maps
   Get Salesforce Maps installed before you give your users access to it and its related products, such as Salesforce Maps Territory Planning and Salesforce Maps Advanced.
2. Accessing Salesforce Maps Products
   Ensure all your reps get access to Salesforce Maps products, including Salesforce Maps Advanced and Territory Planning. And consider advantages and trade-offs for managing access through default and custom permission sets.
3. Managing Permission Groups
   Grant and restrict access for users and profiles in Salesforce Maps. If the default permission group doesn’t reflect the control that you want for everyone in your company, create your own permission groups. Then, determine who can, for example, edit Salesforce fields and export data.
4. Determine Who Can Access Features and Assign Routes
   Control who sees what, who can assign routes, and whether reps can check out automatically after they leave a location, for example, in Salesforce Maps.
5. Customizing Controls Available to Users
   Control which action buttons your Salesforce Maps users can access. Create and maintain as many sets of buttons as you want to assign to individual users and profiles.