What is Salesforce Maps

Salesforce Maps / Map Anything helps with Data Visualization, Scheduling and Routing, and Lead Generation to Optimize your Sales Processes by bringing together an interactive map and Salesforce data.

The fantastic thing about the ability to visualise your data in this way is that your Sales Team are able to plan their time so much more efficiently by scheduling their Client Site visits based on location, visit time, traffic and even weather! That’s before mentioning if they are short on time the can easily re-prioritise visits based upon Salesforce data to for example plan visit based on high revenue based upon their current location.

What can you do with Salesforce Maps

Combing your Salesforce Data with Maps! Well let’s take a look:

  • Route Planning – check in and check out of meetings, continuously optimise your routes to ensure maximum efficiency as well as identifying points of interest and rep tracking.
  • Territory Planning – optimise and identify territories to allow reps to focus on what they need to be doing.
  • Connect to your Data – out in the field? Not a problems Maps is mobile ready and your reps can access your org data whenever they need to in order to help them sell more.

Learning Salesforce Maps

To get you started there is (as always) a Trailhead Module that will help you understand the Salesforce Maps Basics.

This will help you understand the basics but there is so much more to learn and in turn take advantage of. If you navigate to the Salesforce Maps video tutorials you will be able to watch easy to follow guides that assist you in really understanding what Salesforce Maps is capable of.

Salesforce Maps Certification

At the time of writing there is a Salesforce Maps Accreditation Certificate that is available to be taken by Salesforce Partners who are interested. This accreditation consists of completing a 60 question exam with 90 minutes consisting of questions relating to the configuration, creating routes and schedules as well as the capabilities of Salesforce Maps. It is recommended that you not only study the online videos at Map Anything but also install Salesforce Maps in your org to get a hands on experience.

Details about the Exam:

  • 60 multiple-choice/multiple-select questions
  • 90 minutes allotted to complete the exam
  • 65% is the passing score

I am pleased to say that I passed my Salesforce Maps Exam and have obtained my accreditation.