Sales Cloud34 tasks
Configure Salesforce Maps
Get Salesforce Maps working for field teams: accounts plotted, marker layers visible, routes and schedules usable, and the Maps component placed where reps work.
Method
How MeshMesh does it
- Licenses the Maps users and geocodes the accounts so they can be plotted.
- Creates marker layers in a dedicated folder, and fixes layers that do not show up.
- Builds a pre-planned route with waypoints and linked events, plus a settings group.
- Traces scheduling errors to their cause. In one case it found a missing CalEventLookup record behind "Cannot Save Events to Schedule" and created that record programmatically.
- Places a Maps component inside a custom Lightning app built for a demo.
- Runs automated checks and publishes a UAT checklist.
Territory work often comes up alongside Maps. The next capability to read is Configure Enterprise Territory Management.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.