Maps ‘Map It’ Button
Users can now select a record as an “Anchor” and plot it on an existing map. For example, a sales rep has an appointment with Vision-e, an account in Fairfield, NJ. While out in the field, this rep would like to visit other accounts in the same city. From the Vision-e Account record, the rep can click the Map it button.
When this Maps button is clicked, the rep will be taken to a selection screen that contains all Maps that he or she has access to, that were created from the same object as the record they originated from – in this case, all Account Maps. In this example, the sales rep wants to see all Banking Accounts in Fairfield, NJ, so that map is selected.
Once the map is opened, the “Anchor” record will display as a black pin on the map with the info window already open. All other pins on the map are those that meet the Map’s original criteria. From this point, the rep can map out his or her day by utilizing the Trip Planner feature.
Now users can see how easy it is to go from a record within their Salesforce to then navigate to an already existing map within their Maps mapping solution tool, focusing in on that exact record
If your Salesforce Administrator wishes to add this to your Salesforce Organization, please follow these steps:
8. Copy and paste the appropriate link listed below into the text area based upon the object in which you’re adding the Maps button. Be sure to edit the link so that it matches your Salesforce instance. Click Save.