---
schema_version: "1"
id: f85960e58913b8db7ab2c51330c86d548abcba9c36fc53a1e844b103ac312fb9
title: Validate Your Salesforce Maps Deployment
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/salesforce_maps_setup_validate_deployment.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.salesforce_maps_setup_validate_deployment.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 07245701258e0835e56c99e594b1b7b0b26a0725083bc9e6a7fc29ce13dbab97
description: Run end-to-end checks before you go live to confirm that Salesforce Maps features work correctly.
products:
  - Sales
  - Salesforce Maps
release: "264"
---
# Validate Your Salesforce Maps Deployment

Run end-to-end checks before you go live to confirm that Salesforce Maps features work correctly.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Lightning Experience</strong> and <strong>Salesforce Classic</strong></td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d12404e72">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d12404e72 ">To validate deployment:</td>
          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d12404e72 ">Customize Application</td>
        </tr>
      </tbody>
    </table>

## Admin Pre-Launch Checklist

Complete each validation step before you go live.

1. Verify access. Confirm that a licensed test user can open Salesforce Maps.
    - Confirm that the test user has the correct permission set license.
    - Confirm that you assigned the corresponding permission set.
    - Confirm that the user is in a permission group.
    - Confirm that Maps and Location Services is on.
    - Confirm that Salesforce Maps loads without errors.
2. Confirm plotting. Confirm that records from a configured base object appear on the map.
    - Confirm that you configured at least one base object.
    - Confirm that address and coordinate fields map correctly.
    - Confirm that records have geocodes.
    - Confirm that markers appear in the expected geographic locations.
    - Confirm that record details appear when you click a marker.
3. Verify layers. Confirm that a Corporate marker layer and a shape layer load.
    - Confirm that the Corporate marker layer is visible to test users.
    - Confirm that marker layer filters apply correctly.
    - Confirm that the shape layer renders with the correct boundaries.
    - Confirm that layer styling, such as colors and icons, appears as you configured it.
    - Confirm that users can turn layers on and off.
4. Test features. Test Click2Create and Check In and Check Out.
    
    **Click2Create:**
    
    - Confirm that the Click2Create button appears in the button set.
    - Confirm that the field set includes the required fields.
    - Create a Lead or Account from the map.
    - Confirm that the record includes the correct data.
    
    **Check In and Check Out:**
    
    - Confirm that the Check In button appears for configured base objects.
    - Confirm that custom disposition prompts appear correctly, if you configured them.
    - Confirm that Salesforce logs a task, event, or Chatter post as you configured it.
    - Confirm that Check Out creates a second activity, if you configured it.
5. Verify routing. Confirm that a route builds, adds stops with mass actions, and optimizes with drive time and mileage.
    - Create a route.
    - Add stops using **Mass Actions** from plotted markers.
    - Click **Optimize**, and confirm that the route shows the optimized sequence.
    - Confirm that drive time and mileage calculations appear.
    - Save the route.
    - Confirm that you can reopen the saved route.
6. Confirm security. Confirm that routing role security behaves as intended and that debug logs are off.
    - If you select routing role security, confirm that users see only the routes in their role hierarchy.
    - If you leave routing role security cleared, confirm that users can see all routes.
    - Confirm that **Debug Logs** is cleared, unless you are troubleshooting with Support.
    - Test folder permissions for Corporate and Personal layers.

## End-User Validation Checklist

Have pilot users test core workflows.

1. Verify login and access. Confirm that the end user can log in and open Salesforce Maps.
    - Confirm that Salesforce Maps appears in the App Launcher or navigation menu.
    - Confirm that Salesforce Maps loads without permission errors.
    - Confirm that all configured buttons are visible.
2. Plot assigned accounts. Confirm that the user can plot their assigned accounts.
    - Confirm that the user can select and plot a marker layer.
    - Confirm that markers appear in the expected area.
    - Confirm that record counts match expectations.
3. Build a route. Confirm that the user can create and optimize a route for the day.
    - Confirm that the user can add stops to a route.
    - Confirm that the **Optimize** button works.
    - Confirm that the route appears with turn-by-turn directions.
    - Confirm that the user can save the route.
4. Log activity. Confirm that the user can check in at a customer location.
    - Confirm that the Check In button appears.
    - Confirm that the disposition form prompts for required fields, if you configured it.
    - Confirm that Salesforce logs the activity to the record.
    - Confirm that the user receives confirmation.
5. Search for locations and records. Confirm that the user can find locations and records.
    - Confirm that the search bar returns points of interest.
    - Confirm that search returns records.
    - Confirm that search results open the location on the map.
6. Test Maps on a mobile device, if you use mobile. Confirm that the user can access core features on a mobile device.
    - Confirm that the Salesforce mobile app is installed and that the user can open Maps Mobile from it.
    - Confirm that layers appear on the mobile device.
    - Confirm that Check In works from the mobile device.
    - Confirm that the current location appears correctly.

## Next Steps

After both the admin and end-user validation checklists pass, you're ready to proceed with rollout.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-salesforce_maps-264-0-0-production-enus/2addcda4-01f0-4f47-83c5-f499a45bf555/images/icon_tip.png)

Tip Start with a small pilot team, resolve issues discovered during validation, and then roll out to the wider organization in phases.