Salesforce Maps helps sales and service teams visualize Salesforce records on a map, plan and optimize routes, and capture activity from the field. Set it up by installing the managed package, giving users access, and configuring your data and features.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
| Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions |
- Plan Your Salesforce Maps Deployment
Confirm that you have a supported edition, the required licenses, and complete address data before you install Salesforce Maps. - Install Salesforce Maps
Install Salesforce Maps in a sandbox first and test it before deploying to production. - Give Users Access to Salesforce Maps
Give your users access to Salesforce Maps by assigning permission set licenses, permission sets, and permission groups. - Configure Salesforce Maps Global and Permission Group Settings
Global preferences apply org-wide, and permission group settings apply only to the users in each permission group. Configure both before rolling out Maps to your users. - Getting More from Salesforce Maps with the Enhanced User Experience
Unlock speed and performance when you deliver the enhanced Salesforce Maps framework. With it, your sales reps save time when they plot high-volume data including ArcGIS Online layers and complex shape layers. Reps also get access to a modern and robust list view experience. - Prepare Your Data for Salesforce Maps
Define which records to visualize on a map and configure the address and coordinate fields. - Customize Salesforce Maps
Customize the map experience for your field users. Control which buttons and actions are available, add overlays, and integrate other data sources. - Configure Salesforce Maps Schedule
Maps Schedule works through the Salesforce Calendar and integrates with the same calendar-sync options that your org already uses. - Validate Your Salesforce Maps Deployment
Run end-to-end checks before you go live to confirm that Salesforce Maps features work correctly. - Salesforce Maps Troubleshooting
Resolve common Salesforce Maps issues with this quick reference. - Salesforce Maps Go-Live Checklist
Verify production readiness across five checklist categories: pre-launch readiness, testing and validation, training and documentation, change management, and ongoing maintenance. - Embed Salesforce Maps Within Partner Sites
Support partner selling efforts when you include Salesforce Maps in your Experience Cloud sites. The added context of embedded maps helps partners identify sales opportunities and generate routes to them from shared customer data. - Salesforce Maps Setup Reference
Learn about settings and options so that Salesforce Maps works for your reps and managers the way you intend.