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Create Marker Layers

Learning Objectives

After completing this unit, you’ll be able to:

  • Capture stakeholder requirements.
  • Create marker layers for sales, marketing, and service teams.

Introduction

Imagine you’re an account executive at the end of the quarter. You’re trying to improve your closed won percentage by increasing your number of client visits per day. You spend hours combing through your Salesforce data to find open opportunities that are in close proximity to one another. After a few hours copying and pasting addresses in your phone, you’re desperate for a more productive solution. Luckily, Salesforce Maps makes your life easier. It allows you to display your Salesforce data on the map and make smart travel decisions based on the location of your accounts.

Your Stakeholders’ Reporting Needs

To ensure you are meeting your business requirements, your Salesforce Maps administrator will create marker layers you can easily plot on the map. But before tackling the process of creating marker layers, there must be a clear understanding of business needs and stakeholder requirements. 

Here are some common marker layers that stakeholders or managers may request for their team.

Stakeholder
Marker Layer Requirements
VP of Sales
  • All opportunities projected to close this month, grouped by sales rep
  • All accounts without activity in the past 90 days
  • All accounts with potential cross-sell opportunities
  • Open opportunities in the pipeline this fiscal quarter filtered by owner, stage, and size
  • Comparison of top-selling sales reps versus poorly performing reps
VP of Marketing
  • Heatmap of customer accounts based in major cities that have either a prospect rating of Hot or an annual revenue over $2 million.
  • Location of upcoming marketing events in relation to prospects and existing clients
VP of Service
  • All open cases
  • Assigned reps for open cases
  • Geographical coverage of sales reps

Once stakeholders and managers have clearly identified their requirements, your Maps admin can start creating marker layers for each team. Marker layers will be stored in each team’s folder, and users can select the marker layer to plot data on the map.

Let’s look at how Linda Rosenburg, a Salesforce Maps admin at Cloud Kicks, creates marker layers for her executive team, starting with her VP of Sales.

In this module, we assume you are a Salesforce Maps administrator with the proper permissions to create map layers. If you’re not an administrator for Salesforce Maps, that’s OK. Read along to learn how your administrator would take the steps in a production org. Don't try to follow these steps in your Trailhead Playground. Salesforce Maps isn't available in the Trailhead Playground.

Marker Layer: Sales

The VP of Sales at Cloud Kicks asked her sales management team to track all opportunities projected to close this month and identify:

  • The location of these opportunities
  • Which rep is covering the territories with the most opportunities
  • If there is enough coverage in those areas

To capture this information, Linda creates a marker layer using the opportunity base object.

Screenshot of the base object menu with the opportunity base object highlighted.

She completes the following criteria.

  • Marker Layer Name: All opportunities projected to close this month
  • Filter: Forecast Category Equals “Commit”
  • Filter: Probability Greater Than than 90%

Screenshot of the Marker Layer Builder showing the field filters, forecast category equals commit, and probability greater than 90.

Since sales managers would like to see the opportunities of their team, Linda selects the Filter By Owner and Scope tab and changes the scope of this marker layer to display My Team’s Opportunities.

Screenshot of the Marker Layer Builder showing filter by owner, scope as my team’s opportunities.

Next, Linda selects a different marker color for each opportunity owner to ensure they are uniquely identified on the map. 

Screenshot of the Marker Layer Builder showing the markers dynamically assigned as different colors based on the name of the owner.

Finally, she stores this marker layer in the sales management folder. This allows sales managers to: 

  • Plot this marker layer and see where opportunities are projected to close.
  • Make territory changes as needed.
  • Coach reps to ensure they increase their closed won percentage by visiting accounts that are in close proximity to one another.

Marker Layer: Marketing

The marketing team at Cloud Kicks is working on an advertising campaign to promote a new sneaker released this month. A similar sneaker was recently released and sold out in New York, DC, and Chicago. The marketing team wants to add the following contacts to this marketing campaign.

  • Store managers in New York, DC, and Chicago with purchase history in the last 90 days.

To satisfy this requirement, Linda creates a marker layer starting with the contact base object. Similar to the sales marker layer, Linda appropriately names the marker layer: Managers w/purchases in the last 90 days

She adds filters with the following criteria.  

  • Filter: Title Contains Manager
  • Filter: Account ID (Lookup) and Billing City Equals New York, DC, Chicago

Screenshot of the Marker Layer Builder showing the contact base object and filters, title contains manager, and billing city equals New York, DD and Chicago.

Next, Linda has to capture closed-won opportunities in the last 90 days. Since opportunities are related to contacts in her Salesforce environment, Linda selects the Cross Object Filter tab that allows her to filter on a related object. She searches for opportunities and adds the filter: Close Date equals LAST 90 DAYS

 Screenshot of the Marker Layer Builder showing the cross object filter of opportunity close date equals the last 90 days.

Finally, she decides to add some additional fields that the marketing team will find helpful. She adds Account Name, Business Phone, and Email to the tooltips tab. This will show users some helpful information about each contact. 

Screenshot of the Marker Layer Builder showing the tooltip tab with contact name, account name, business phone number and email address selected.

Once complete, she saves this marker layer in the marketing folder. The marketing team can plot this marker layer; and then with a click of a button, they can add all contacts to their advertising campaign. 

Screenshot shows a marker layer plotted on the map and a boundary around a group of markers.   The mass action, Add to Campaign button is highlighted.

Congratulations, now you know how to create marker layers commonly used for sales and marketing teams! 

Now it’s time to help Linda create a marker layer for the service team. Read through the quiz scenario and answer quiz questions to help Linda create a marker layer for Cloud Kicks’s VP of Service. 

Resources

Quiz Scenario

The VP of Service at Cloud Kicks meets with Linda and explains that a popular sneaker was recently recalled due to improper stitching. The recall was announced one week ago, and stores have opened cases requesting new shipment of merchandise. He would like to see the location of stores with open cases to ensure service teams can meet the demand.