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* Sales Performance Management *

Welcome! This group is dedicated to your success with Sales Performance Management and our suite of products, which includes Salesforce Maps, Territory Planning, and Sales Planning. Join the conversation here to stay up to date on the product, learn best practices, and everything in between. Use this group to review resources, ask questions, help each other, and share experiences. --------------------------------------- This group is maintained and moderated by Salesforce employees. The content received in this group falls under the official Forward-Looking Statement: http://investor.salesforce.com/about-us/investor/forward-looking-statements/default.aspx
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Joan Bellesbach (Salesforce Consultant, Higher Education at Redpath Consulting Group) asked in #Salesforce Maps
Jun 1, 4:54 PM
Latitude/Longitude Value Assign on New Accounts/Contacts

I have configured SF Maps and the one thing I am still having a hard time finding information on is how can I make sure that new Accounts/Contacts that have an address are being assigned Latitude and Longitude values?     I have already scheduled batches to run once a week for both objects, however I would like newly created to be assigned right away instead of waiting for the weekly batch run.     Note: I have already created a before save triggered flow to clear the Lat/Long values anytime the address is updated so that then the Lat/Long looks like they are empty.    Any help is greatly appreciated! Thanks   

 

@* Sales Performance Management * 

4 answers
  1. Joan Bellesbach (Redpath Consulting Group)
    Jul 2, 7:28 PM

    @Ashwini Garwandha,  

     

    One additional follow up I have is related to the Marker Pop-Up. I have a Marker Layer with Base Object Contact (Mailing) that filters by the Account Name. On the Maker Pop-Ups section, I have added fields to the Details Tab that are showing up appropriately. But when I click on a marker that has more than 1 contact located at that Account I can see in the top right corner '1 of 3' etc. As I flip through them, one of them seems to be for the Shape Layer that I also have on the map. Is there a way to remove that as the end user really doesn't need to see it?  

     

    , One additional follow up I have is related to the Marker Pop-Up. I have a Marker Layer with Base Object Contact (Mailing) that filters by the Account Name.

     

    It also seems to display as either the first or last based on if the Shape Layer is added before or after the Marker Layer. If it is default and there is no way to remove it, I will ask users to add their shape layer first and then the Marker Layer. However, when I do this the Marker Layer always shows '0 visible'. I researched and this seems to be a known issue.  

     

    Screenshot 2026-07-02 142736.png

     

    Thanks! 

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Isma Delgado
Jun 25, 1:24 PM
Getting notifications about Salesforce spiff product update

How can I get notifications when there is a new product update in Salesforce spiff? At the moment, this is only recorded in the documentation, but there is no proactive notification sent anywhere. 

1 answer
  1. Nathan O'Day (LeTourneau University)
    Jun 26, 3:57 AM

    Hi Isma, I'm not a Spiff user, but if Spiff follows the same release best practices as other Salesforce products, the best way to learn the details of product updates is to view the official release notes pages:

    https://help.salesforce.com/s/articleView?id=sales.rn_spiff_2026.htm&type=5

    I am not aware of proactive notifications, although some products have release readiness emails you can subscribe to. It's part of the admin's responsibilities to proactively inform themselves on product changes whenever release notes become available! Hope this helps.

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ATUL GOYAL (Nagarro)
Jun 22, 9:51 AM
Can I calculate the sum of a column for all territories in Territory Alignment?

We have a business requirement where we need to calculate the Quota for each territory . For quota we have certain matrices data which is available at an account level. We have done the territory planning and rolled up the data for each territory and then stamp those territories to do quota planning on that. For contribution of each territory we need to divide the territory rolled up values to the total of that matric at the country level. The sum of all columns is not possible as of today on quota planning screen . Is there a way for me to create a calculated attribute in territory alignment to compute this national sum.

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Patience Huni (Business Systems Analyst at BUNN)
Nov 5, 2024, 1:50 PM
Error message displayed when a KML derived shape layer is plotted with 'Enhanced User Experience' turned on

An error message is displayed when a KML derived shape layer is plotted with 'Enhanced User Experience'  turned on. The shape layer is displayed if Enhanced User Experience is turned off. Does anyone know how to solve this?

 

Error Message: Can't plot the KML file. Structure the file so that it meets Salesforce Maps standards.

5 answers
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Usha Thapa asked in * Salesforce Sales Engagement *
Apr 16, 1:30 PM
Custom Email Opt out

Hi Everyone,

I’m working with Cadences in Salesforce Sales Engagement and had a question.

I’ve implemented a Flow that removes a Lead from a cadence when a specific custom checkbox is checked (We cannot use Email Opt Out std field for some reason)— this works fine when the Lead record is updated.

However, I’m seeing a gap when:

  • The checkbox is already checked on the Lead
  • And the Lead is later manually added to a cadence 

In this case, the Flow doesn’t trigger since there’s no update on the Lead, and the record remains in the cadence.

Has anyone handled this scenario?  Is there any standard way to prevent such records from being added to a cadence?

Appreciate any suggestions or best practices!

Thanks in advance.

@* Sales Performance Management * 

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Chris Foley asked in #Salesforce Maps
Mar 11, 6:49 AM
Salesforce Maps - Route Type

I am creating routes and waypoints via apex classes. However the 'Route Type' keeps defaulting to time-based, even though Maps setting is also set to standard. 

Although not a big issue, it involves extra clicks for the user to toggle time-based off, then clicking optimize again, for the route to actually visibly display on the map. 

The workflow is that users can set their stops and reorder manually when required, and that the Maps interface should reflect those amendments. Apex classes in the org do delete the old route and create a new route whenever reordering is done, but defaults back to time-based. 

Any suggested solutions? 

Salesforce Maps - Route Type

 

@* Sales Performance Management *

 

 

#Salesforce Maps

2 answers
  1. Chris Foley
    Mar 20, 7:05 AM

    Solution found: 

     

    Issue: Routes created by WeeklyRouteOptimizer were persisting as "Route Type: Time-based" instead of "Standard" in Salesforce Maps, causing "Invalid Time" errors on all stops.

    Root Cause: The route options JSON was missing required fields that Maps uses to determine route type.

    Fix: Updated route options configuration in WeeklyRouteOptimizer.cls and DailyRoutePlannerController.cls to include:

     

     

    Map<String, Object> routeOptions = new Map<String, Object>();
    routeOptions.put('DriveProfile', 'driving');  // Geographic routing mode
    // TimeBasedOptions required for Standard type (Enabled:false disables time enforcement)
    Map<String, Object> timeOptions = new Map<String, Object>();
    timeOptions.put('Start', '09:00');
    timeOptions.put('End', '17:00');
    routeOptions.put('TimeBasedOptions', timeOptions);
    routeOptions.put('Enabled', false);  // Disables time constraint validation
    route.maps__Options__c = JSON.serialize(routeOptions);

    Key Insight: TimeBasedOptions with Enabled:false is required for Standard route display (counterintuitively, it signals "I understand time windows but won't enforce them").

    Result: ✅ Routes now display correctly as Standard type with proper geographic optimization. 

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Glenda Slaymaker (Commercial Technology Manager at Quest Diagnostics)
Mar 9, 10:04 PM
SF Maps Activity Filter question

Hi, 

I am trying to create a layer in Maps.  The base object is Account.  The use case is to map out accounts the current user has not created an activity/event on in the past 30 days.  The user is not the owner of the account (so the My Account filter does not work).  How can I narrow this down to just the Assigned ID on the task to be the logged in user? 

Thank you.

1 answer
  1. Piotr Sałdan (FixYourOrg)
    Mar 10, 1:36 PM

    Hello Glenda, 

     

    My Accounts won’t work here because that filter is based on the Account owner, not the Task owner. In Maps, I’d start with All Accounts, then add an Activity Filter for without activity in the last 30 days, and see whether the Task Assigned To/Owner ID field can be filtered as a Dynamic User. If your org supports Dynamic User Marker Layers, that is the native path. If that field is not available in the activity sub-filter, then this specific ‘no activity by logged-in user’ scenario usually needs a helper field/automation rather than just standard Maps filters. 

     

    If you need this functionality this can be achieved with code if you need. 

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Bhavin Patel (Community Experience Manager at Salesforce) posted in Communications & Readiness Connect
Mar 5, 4:20 PM

🗞 [Product & Service: Monthly Buzz] February 2026 🗞🗞 [Product & Service: Monthly Buzz] February 2026 🗞NEW CONTENT EVERY MONTH! Be sure to read the best of our content in your inbox 🚀 Community Highlights This month we saw amazing engagement acrossNEW CONTENT EVERY MONTH! Be sure to read the best of our content in your inbox 

 

🚀 Community Highlights 

This month we saw amazing engagement across the community:

  • 1023 questions answered by community experts
  • 20% Accepted Answers by community members

A big thank you to everyone who continues to support and help others in the community! 

 

📢 Product Updates

 Here are a few updates you should know about: 

1) Salesforce Maps Spring ’26 is now available in sandboxes. Read more here >> https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000mlNcR0AU

2) Deprecation of APIs and Usage Charts for Object Store v2 and Anypoint MQ as of July 31, 2026. Read more here >> https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000mlWEk0AM

3) Salesforce disabling the creation of new connected apps in Spring 26. Read more here >> https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000mkYYK0A2

 

🏆 Member Spotlight

This month we’re recognizing @Keiji Otsubo for consistently helping members and sharing valuable insights in the #Agentforce topic.  

  

💡 Community-Generated Content Highlights

We published two Knowledge Articles under the topic #Reports & Dashboards with the help of our Forum Ambassadors, @Ajaypreet Singh Saini and @Sushil Kumar. Thank you for your valuable contributions.  

 

The topics included:  

1) Calculate the percentage of Subtotals in a Salesforce Report. Read more >> https://help.salesforce.com/s/articleView?id=005306446&type=1

2) Build a Dashboard with fixed Filters. Read more >> https://help.salesforce.com/s/articleView?id=005306445&type=1

 

❤️ Thank You

Thank you for to everyone for being part of our growing community. Your participation and engagement make this space valuable for everyone. 

 

#Product & Service News

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Bhavin Patel (Community Experience Manager at Salesforce)
Feb 19, 5:56 PM

What's happening? Salesforce Maps Spring ’26 is now available in sandboxes. The enhanced mobile experience, previously opt-in, will be activated by default.What's happening? 

Salesforce Maps Spring ’26 is now available in sandboxes. The enhanced mobile experience, previously opt-in, will be activated by default.  

 

While you can revert to the previous mobile experience in your settings for now, the enhanced experience will be required starting in the Summer ’26 release. Please note that this change only affects Salesforce Maps within the Salesforce mobile app.  

 

Additionally, the standalone Salesforce Maps application for iOS and Android will be retired on August 31, 2026. Production availability for these updates is expected between February 24 and March 10, 2026. 

 

For more details, please contact your account team or open a case

 with Salesforce Customer Support. 

 

#Salesforce Maps

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Brent Fernandes asked in #Salesforce Maps
Feb 18, 6:19 PM
Where do I Start? All help is greatly appreciated.

I work for a company that uses Salesforce Maps a lot for scheduling and now i am starting to get into Salesforce for setting up customers workflows and hopefully helping fix or correct anything on profiles. I don't have a lot of office time to ask or learn directly so i am coming straight to you!   

 

@* Sales Performance Management * 

2 answers
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