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Hi!     I am new to SF Maps and have installed it into a sandbox to configure. I have created the button sets and assigned them to permission groups already. When I go to the Account Object and try to add the Maps button to the page layout I am unable to see any of the SF Maps buttons. The org currently has Geopointe installed as SF Maps will be replacing it.     Any help or guidance is appreciated!    

답변 2개
  1. 5월 14일 오후 2:30

    Hi @Joan Bellesbach

     

    I believe SF Maps buttons don't appear automatically in the page layout editor, they need to be manually created first. 

    Please try the following steps:

    1. Go to Setup → Installed Packages and click Configure next to Salesforce Maps.
    2. Select Base Objects → Edit Existing and choose the Account object.
    3. Configure the Map It button settings and copy the generated Button URL.
    4. Go to Object Manager → Account → Buttons, Links, and Actions → New Button or Link, paste the URL, and click Save.
    5. Finally, open the Account Page Layout, and drag the newly created button into the Mobile & Lightning Actions section and click Save.

    References: 

    https://help.salesforce.com/s/articleView?id=004811113&type=1

     

    https://help.salesforce.com/s/articleView?id=000389832&type=1

     

    https://help.salesforce.com/s/articleView?id=000389834&type=1

     

    Hope this helps. Thanks!

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