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Salesforce Maps
SF Maps allows you to see customer data in context of location — not in rows and columns. Plot accounts, opportunities, and any Salesforce object on an interactive map. Surface insights and select only what's relevant. Quickly highlight top-performing accounts, filter newest prospects to follow up on, and select contacts by titles in an user-defined area. SF Maps is a tab in Salesforce that may sometimes be hidden under the more tab if you do not see it in your tabs. You will be automatically logged in once you open the tab. To create a route: Once logged in, a map will be shown of your territory. Open your saved reports by clicking Saved on the left navigation screen. Then click corporate. Click Account Executives- Reports. Select the report you’d like to view on your territory map. Use the filters and zoom features to decide what accounts you’d like on your route. Filters are checkboxes on the left side navigation screen and zoom can be done by clicking around on the map in front of you to view different area. You can also use the plus and minus buttons on the side of the screen. You can add a location your a route by clicking it on your maps, clicking Actions, and click Add to Route.
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