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Trailhead

Discover Salesforce Maps

Salesforce via Trailhead

Overview

Use Salesforce Maps to boost revenue and productivity, visualize critical data and take action.
  • Learn how to visualize and optimize your location data with Salesforce Maps.
  • Learn best practices and recommendations for configuring Salesforce Maps.
  • Create marker, shape and data layers to view data in Salesforce Maps.
  • Create a marker layer to geographically visualize your Salesforce Data.
  • Learn how to navigate the Maps user interface on desktop and mobile environments.
  • Use ArcGIS Online data with Salesforce data to make analytics-driven decisions.
  • Use Territory Planning to create and optimize territory alignments.

Syllabus

  • Salesforce Maps Basics
    • Get to Know Salesforce Maps
    • Explore Mapping Solutions for Teams
  • Salesforce Maps Configuration
    • Get Started with Salesforce Maps Permissions
    • Configure for Location Accuracy
    • Explore Additional Salesforce Maps Features
  • Salesforce Maps Layers
    • Get to Know the Marker Layer Builder
    • Create Marker Layers
    • Explore Additional Layer Options
  • Create a Salesforce Maps Marker Layer
    • Create a Folder
    • Create a Marker Layer for Sales Teams
  • Salesforce Maps User Experience
    • Explore Salesforce Maps on Desktop
    • Examine Common Salesforce Maps Use Cases
    • Interact with Salesforce Maps on Mobile
  • Salesforce Maps and ArcGIS Online
    • Explore ArcGIS Online in Salesforce Maps
    • Connect ArcGIS Online Data to Salesforce Maps with Click2Create
  • Salesforce Maps Territory Planning
    • Get Started with Territory Planning
    • Create an Optimal Territory Alignment

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