Validate Your Salesforce Maps Deployment

Admin Pre-Launch Checklist

Complete each validation step before you go live.

1. Verify access. Confirm that a licensed test user can open Salesforce Maps.
   • Confirm that the test user has the correct permission set license.
   • Confirm that you assigned the corresponding permission set.
   • Confirm that the user is in a permission group.
   • Confirm that Maps and Location Services is on.
   • Confirm that Salesforce Maps loads without errors.
2. Confirm plotting. Confirm that records from a configured base object appear on the map.
   • Confirm that you configured at least one base object.
   • Confirm that address and coordinate fields map correctly.
   • Confirm that records have geocodes.
   • Confirm that markers appear in the expected geographic locations.
   • Confirm that record details appear when you click a marker.
3. Verify layers. Confirm that a Corporate marker layer and a shape layer load.
   • Confirm that the Corporate marker layer is visible to test users.
   • Confirm that marker layer filters apply correctly.
   • Confirm that the shape layer renders with the correct boundaries.
   • Confirm that layer styling, such as colors and icons, appears as you configured it.
   • Confirm that users can turn layers on and off.
4. Test features. Test Click2Create and Check In and Check Out.

   Click2Create:

   • Confirm that the Click2Create button appears in the button set.
   • Confirm that the field set includes the required fields.
   • Create a Lead or Account from the map.
   • Confirm that the record includes the correct data.

   Check In and Check Out:

   • Confirm that the Check In button appears for configured base objects.
   • Confirm that custom disposition prompts appear correctly, if you configured them.
   • Confirm that Salesforce logs a task, event, or Chatter post as you configured it.
   • Confirm that Check Out creates a second activity, if you configured it.
5. Verify routing. Confirm that a route builds, adds stops with mass actions, and optimizes with drive time and mileage.
   • Create a route.
   • Add stops using Mass Actions from plotted markers.
   • Click Optimize, and confirm that the route shows the optimized sequence.
   • Confirm that drive time and mileage calculations appear.
   • Save the route.
   • Confirm that you can reopen the saved route.
6. Confirm security. Confirm that routing role security behaves as intended and that debug logs are off.
   • If you select routing role security, confirm that users see only the routes in their role hierarchy.
   • If you leave routing role security cleared, confirm that users can see all routes.
   • Confirm that Debug Logs is cleared, unless you are troubleshooting with Support.
   • Test folder permissions for Corporate and Personal layers.

End-User Validation Checklist

Have pilot users test core workflows.

1. Verify login and access. Confirm that the end user can log in and open Salesforce Maps.
   • Confirm that Salesforce Maps appears in the App Launcher or navigation menu.
   • Confirm that Salesforce Maps loads without permission errors.
   • Confirm that all configured buttons are visible.
2. Plot assigned accounts. Confirm that the user can plot their assigned accounts.
   • Confirm that the user can select and plot a marker layer.
   • Confirm that markers appear in the expected area.
   • Confirm that record counts match expectations.
3. Build a route. Confirm that the user can create and optimize a route for the day.
   • Confirm that the user can add stops to a route.
   • Confirm that the Optimize button works.
   • Confirm that the route appears with turn-by-turn directions.
   • Confirm that the user can save the route.
4. Log activity. Confirm that the user can check in at a customer location.
   • Confirm that the Check In button appears.
   • Confirm that the disposition form prompts for required fields, if you configured it.
   • Confirm that Salesforce logs the activity to the record.
   • Confirm that the user receives confirmation.
5. Search for locations and records. Confirm that the user can find locations and records.
   • Confirm that the search bar returns points of interest.
   • Confirm that search returns records.
   • Confirm that search results open the location on the map.
6. Test Maps on a mobile device, if you use mobile. Confirm that the user can access core features on a mobile device.
   • Confirm that the Salesforce mobile app is installed and that the user can open Maps Mobile from it.
   • Confirm that layers appear on the mobile device.
   • Confirm that Check In works from the mobile device.
   • Confirm that the current location appears correctly.

Next Steps

After both the admin and end-user validation checklists pass, you're ready to proceed with rollout.

Tip Start with a small pilot team, resolve issues discovered during validation, and then roll out to the wider organization in phases.