Create a Marker Layer for Sales Teams

Get Started with the Marker Layer Builder

In the previous step, you created a folder to store marker layers for your sales team. In this unit, you create a marker layer showing all accounts with open opportunities. 

  • Markers will be displayed on the map as different colors based on industry.
  • Visible account fields include: Account Name, Phone Number, Website, and Annual Revenue.
  • Visible opportunity fields include: Name, Stage, and Close Date.

Select the Layer Type

Before you create a marker layer, you must select a folder to store it in. You are creating a marker layer for the sales team, so select the Sales Team subfolder you created in the previous unit.

  1. Click the Sales Team subfolder.
  2. Click New button.
  3. Select Marker Layer.
  4. Select the Account (Billing) base object.
  5. Click Continue.

Create a Marker Layer

It’s time to create the Marker Layer and add the required filters.

  1. For Marker Layer Name, enter Accounts with Open Opportunities.
  2. For Description enter View all accounts with open opportunities.
  3. Select Filter By Owner & Scope.
  4. Select All Accounts.
Note

Note

If creating a marker layer to view accounts owned by the logged-in user, select the My Accounts radio button. When plotting this marker layer, the logged-in user will only see the accounts they own. Be sure to always update the Marker Layer Name to reflect the data that will be displayed on the map. 

Now, let’s add filters for the opportunity object. 

  1. Select Cross Object Filters.
  2. Select Add cross object filter.
  3. Leave “with” in the first selection box.
  4. Search for and select Opportunity from the object search bar.
  5. Select Add Filter.
  6. For Name, select Stage.
  7. Select not equal to.
  8. Select Closed Won and Closed Lost from the list.

The Cross Object Filters option is highlighted. The Cross Object Filters AND statement is showing Account (Billing) with Opportunity (Opportunities). Stage not equal to Closed Won, Close Lost is displayed.

Customize Visible Fields

You’ve added all of the required filters, now it’s time to add the visible field requirements. When the marker layer is plotted, users can select pins on the map to view the following account fields: Account Name, Phone Number, Website, and Annual Revenue.

  1. Select the Tooltips tab.
  2. For Tooltip 1, select Account Name.
  3. For Tooltip 2, select Account Phone.
  4. For Tooltip 3, select Website.
  5. For Tooltip 4, select Annual Revenue.
Note

Note

Once plotted, these fields will also appear in the Maps List View

Users can also view the following opportunity fields: Name, Stage, and Close Date.

  1. Select the Related Lists tab.
  2. In the Add New search bar, select Opportunity.
  3. In the first column, select Name.
  4. Click Add column, select Stage.
  5. Click Add column, select Close Date.
  6. Change the Display to 10 records. Leave the other default fields so users will be able to see opportunities fields for up to 10 opportunity records, ordered by Created Date in Ascending order.

The Related Lists tab is selected. The following opportunity columns are displayed, Name, Stage, and Close Date. The Display row shows the number 10 for records, ordered by Created Date, Ascending.

Finally, users will view records as different colors on the map based in the account industry field.

  1. Select the Markers tab.
  2. For Assignment Type, select Dynamic, Field.
  3. For Field, select Industry.
  4. Select Colors next to Dynamically Assign.
  5. Select Save and Plot.

Summary

And just like that, you’ve created a marker layer for your sales team. Now, users with access can plot the marker layer to geographically visualize their Salesforce data and make decisions based on geography, such as creating an optimized route and schedule. Complete the Salesforce Maps User Experience badge to learn more.

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