Let field users create records for leads and accounts and log visit activities from a map. A rep can use Click2Create to capture a new lead, then use Check In to log the visit on the account.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
| Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To configure Maps features: | Customize Application |
Click2Create
- Select the Lead or Account object in Object Manager.
- Select Field Sets | New.
- Enter a name for the field set, and describe where it's used.
- Add the fields that you want users to complete.
- Map the fields to the Salesforce record fields.
- Add the Click2Create button to the appropriate button sets, and assign the button sets to the relevant permission groups.
Check In and Check Out
Custom Disposition (Optional)
- Select the Task object in Object Manager.
- Select Field Sets | New, enter a name, and then save.
- Add the fields that users complete when they check in, for example meeting comments, to the Salesforce Maps Custom Disposition field set.
Note You can't use a custom disposition with a dependent picklist, and required-field enforcement can differ between Check In and Check Out. For details and workarounds, see Salesforce Maps Troubleshooting.
Activity Settings
- Find the Salesforce Maps package, and then click Configure.
- Select Settings | Activity Settings.
- Select the field set that you created in Custom Disposition, and then save.
Per-Base-Object Check In Settings
- Find the Salesforce Maps package, and then click Configure.
- Select Base Object | Edit Existing (or Create New), and then select the object.
- Set the options.
- Post To—create a Chatter post, a task, an event, or a combination.
- Verification Distance—require mobile users to be within a given distance of the record's geolocation to check in.
- Chatter Body—the content of Chatter posts, including field macros.
Automatic Check Out (Optional)
- Find the Salesforce Maps package, and then click Configure.
- Select Permission Groups, create or select a group, click Edit, select Auto Check Out, and then save.
Checking in logs an activity and marks it complete. If you require notes, include a custom disposition.