Explore Additional Salesforce Maps Features
After completing this unit, you'll be able to:
- Provide suggestions and recommendations about Salesforce Maps features.
- Explain the benefits of check in/out with custom disposition.
- Explain the benefits of Click2Create®.
In the previous modules, we covered configuration of group permissions and base objects. However, there is much more that can be configured in Salesforce Maps. As a Salesforce Maps admin asking the right questions can help guide the user experience and proactively provide insight into features that help users get the most out of Salesforce Maps.
Let’s start by looking at the configuration menu. Navigate to Salesforce setup, search for Installed Packages, and then select Configure next to Salesforce Maps.
On the settings page, the first feature, Folder permissions, was covered in the permissions module. But what about the other features listed on this page? What do they do, and how can they help the user?
Let’s imagine you’re configuring Salesforce Maps and you must determine if any of these features should be selected. Here are some questions you can ask to understand how your users will be using Salesforce Maps, and then provide guidance on which features to enable.
|Question to ask for each feature
|Do users of Salesforce Maps with duplicate names exist in your organization?
||If yes, select the Display Profile Name with User Lookup checkbox. This displays both the user name and profile as a tooltip to help distinguish between users with the same first name and last name.
|Are users using Salesforce Maps on their mobile device?
||If yes, select Visible Area Enabled on Mobile by Default. This improves plotting time of marker layers on mobile by restricting results to the current map view only. When selected, only previously geocoded records plot.
|Do you want to limit users visibility to other users routes?
||If yes, select routing role security, this restricts route visibility to follow your Salesforce role hierarchy. If left unchecked, any user can view and create routes for other users.
|Are users going to use Check In/Out to log customer visits as a task in Salesforce?
||If yes, Auto Check Out can be selected to automatically change the status of the task from not started to complete when a user checks into a Salesforce record. This prevents tasks from remaining open; however, it does not capture length of time at an appointment.
The last feature on the settings page is the debug logs checkbox. This checkbox should never be selected unless a support case is open with Salesforce Maps, and they request enabling debug logs to capture data for troubleshooting.
What Are Some Other Commonly Used Features?
Once you have a better idea of how users plan to use Salesforce Maps, you can probe deeper. For example, if they plan to use Salesforce Maps on their mobile device, what are some features you can recommend to help with their overall experience?
Two main features are Check In/Out with Custom Disposition and Click2Create®. In order for users to take advantage of these features, they must be added to a users button set, as discussed in the previous unit, Get Started with Salesforce Maps Permissions.
Check In/Out with Custom Disposition
The Check In/Out feature lets you quickly log a task or event directly from the Salesforce Maps mobile interface. It can be added as a button for mobile users. Also, a custom disposition page can be added to the Check In/Out feature to allow users to quickly enter notes when checking in or out of a task in Salesforce.
To take advantage of Check In/Out with the custom disposition tool, some configuration is required. This includes creating a task field set in Salesforce to indicate the field(s) you would like users to complete when they use custom disposition. After creating the field set, simply add the name of the field set to the activity settings page in the Salesforce Maps configuration menu.
Once configured and the button is added, using the custom disposition tool with Check In/Out can be presented as a key feature that helps users save time and stay organized simply by tracking activity in the Salesforce Maps interface.
Another commonly used feature is Click2Create®, which allows users to save time by creating a record, like a lead or an account, directly in the Salesforce Maps interface. This feature can be used on a computer or mobile device, often as a prospecting tool. For example, if you are using Salesforce Maps on your phone to find a nearby business, you can search for businesses and then add a business as a lead record in Salesforce by selecting the Click2Create button. Like Check In/Out, Click2Create requires some configuration, including creating a field set in Salesforce, completing the Click2Create page in the Salesforce Maps configuration menu, and adding a Click2Create button to the users’ button set.
This configuration goes a long way; this is a feature many users ask for and is beneficial for sales users searching for potential prospects with Salesforce Maps.
Now you’ve learned about some additional features you can introduce to your Salesforce Maps users to improve their overall user experience. Once you've configured Salesforce Maps to your requirements, you're ready to start creating layers for your users.