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.

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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.

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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.

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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:

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3.  Enter Maps as the Button Label and Name

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4.  Change the Display Type to Detail Page Button

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5.  Change the Behavior to “Display in existing window without sidebar or header”

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6.  Content Source should remain URL

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9. Add the newly created Maps button to the Custom Button section of the Page Layout

 a) Navigate to the Page Layouts section of the object in which you’re adding the button and click Edit on the desired Page Layout.

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 b) Click on the Buttons list and drag your new Maps button to the Custom Buttons section of your page layout.

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 c) Click Save.

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