Skip to main content

#AskAMapsExpert0 人正在讨论

I have a client who would like to build a custom map based on a custom object and I need some directions. #AskAMapsExpert

1 个回答
  1. 2024年3月20日 17:19

    Hi @Julie Steinloski, I have linked a knowledge article that walks through how to Prepare Custom Objects for Salesforce Maps

     

    Prior to setting up your custom object within the Salesforce Maps configuration page, you need to add fields for latitude and longitude to your custom object. These are necessary because Salesforce Maps converts your record's address into latitude and longitude values. Salesforce Maps then uses these latitude and longitude values to plot your records on the map.

     

    Once you have created the latitude and longitude fields on your custom object, you will be able to configure your custom base object in the Salesforce Maps Configuration Page. The knowledge article walks through the step-by-step process of configuring the new custom base object.

0/9000

Join us today @ 1 pm EST for the Ask the Maps Expert sessions. You will have the chance to ask us questions about the suite of Salesforce Maps products. See you then!

 

#AskAMapsExpert

8 条评论
  1. 2023年7月5日 17:13

    Hi @Julie Steinloski. Yes, due to the American Holiday on Tuesday, we decided to cancel the Ask the Experts session for this week. We will resume on July 17th.

0/9000
2 个回答
  1. 2021年10月13日 19:12

    Hello @Crystal Goodale!  Thank you again for joining today's session.  Unfortunately this is not an option for Static or Dynamic - Field.  It is only an option for Dynamic - Label markers or Favorite Location Markers.  I would encourage you to log this as an Idea out at the Idea Exchange.

0/9000

#Wisdomwednesday Are there specific Salesforce Maps or Territory Planning features that you wish we discussed more? Comment suggestions below on what features you would like to see us cover.  

 

#Salesforce Maps #Salesforce Maps Territory Planning #Territory Planning #AskAMapsExpert

0/9000

#AskAMapsExpert We currently have a saved Layer called "My Business Contacts by Route". Route is a custom field the client created. As you can see in the image attached, Route is the Legend Field. In this Org, everyone at the Franchise can see everyone else's Accounts/Contacts. They would like this screen to first display the Contact Owner and then their Routes under that. It would make it easier for them to find their own. They don't want to have to create a Layer for each User. I hope this makes sense. I have played around with the settings/filters on this Layer for a while but can't seem to figure it out. Any help would be appreciated! 

Can you display a saved Layer by more than one field?

 

My Business Contacts by Route2.PNG

3 个回答
0/9000

And..... We're Back!!!  The Maps Experts are back to answer your questions Live.

 

Go to the Premier Success Events calendar to register and join us at 1 PM EST.  See you then!

#Wisdomwednesday #SF Maps #AskAMapsExpert 

0/9000

Hi, we're trying to do a Log a Call for multiple locations but when we hit save, we get the Salesforce red box error with no error message.  Has anyone had this happen? If so, what was the resolution?

2 个回答
  1. 2022年2月7日 13:47

    Hi Dhanashri, I tried this and I'm still getting the error.  I have 1 user that can log a call from multiple locations while everyone else cannot. The users are in different profiles so I put the user that cannot log a call into the profile of the person that could log a call and they still can't log a call.  Could it be a permissions error?

      Thanks.  #AskAMapsExpert 

0/9000

#AskAMapsExpert

Has anyone received this error when trying to add a contact to their maps schedule? The error is not very self-explanatory and we have never received it before. The user was using the Salesforce mobile app. 

Any help is much appreciated!

 

Thanks,

Kim

4 个回答
  1. 2022年1月7日 20:54

    We are receiving the same error message

0/9000

Hi #AskAMapsExpert 

 

I have setup a Visit Plan andd when I execute this, I get the error: You must have at least 1 order to route. What can be the issue here? I have 18 Retail Stores setup for the Visit Plan but we dont use orders for now...

 

Thanks,

7 条评论
0/9000

#AskAMapsExpert I'm asking on behalf of Patty Patterson who is also on the call today. Do Maps Advanced Waypoints move when Contact Ownership is changed? We have already tested it with standard Maps Waypoints and had no issues but we are getting errors with events that were scheduled by Maps Advanced. Even though the event is on the schedule, if they try to make any changes to their schedule they get the attached error telling them they don't have the permission to do what they are trying to do. Any help is appreciated! 

 

#Salesforce Maps

4 个回答
0/9000