Salesforce Maps
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Salesforce Maps
Salesforce Spring
salesforcedocs
Last updated January
Copyright Salesforce Inc All rights reserved Salesforce is a registered trademark of Salesforce Inc as are other
names and marks Other marks appearing herein may be trademarks of their respective owners
CONTENTS
Salesforce Maps
Salesforce Maps for Field Reps
Salesforce Maps for Managers and Administrators
Get Technical Support for the Salesforce Maps Portfolio
SALESFORCE MAPS
Increase customer conversions improve revenue and drive pipeline and lead generation Help field
reps plan for customer visits when they spend less time on the road and more time building
relationships Design strategic sales and service territories that integrate with Salesforce and external
systems
Salesforce Maps for Field Reps
Spend more time building customer relationships and less time on the road Salesforce Maps
help you sell to and serve customers better optimize schedules and routes for inperson and
virtual visits and find new business
Salesforce Maps for Managers and Administrators
Get your sales and service teams to spend more time building customer relationships and less
time on the road Salesforce Maps and Salesforce Maps Advanced help your teams sell to and
serve more customers in less time and optimize routes for inperson visits
EDITIONS
Available in both Salesforce
Classic not available in all
orgs and Lightning
Experience
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions
Get Technical Support for the Salesforce Maps Portfolio
Remove roadblocks and reduce downtime when you route your requests directly to support engineers who specialize in Salesforce
Maps Salesforce Maps Advanced and Territory Planning
Salesforce Maps for Field Reps
Spend more time building customer relationships and less time on the road Salesforce Maps help
you sell to and serve customers better optimize schedules and routes for inperson and virtual
visits and find new business
Visiting More Customers in Less Time
Increase sales when you build and maintain customer relationships based on optimized account
visits Improve sales productivity by acting on specific accounts directly from the legend in
Salesforce Maps Fill gaps in schedules with nearby opportunities and create efficient routes
EDITIONS
Available in both Salesforce
Classic not available in all
orgs and Lightning
Experience
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions
Finding New Business Using Salesforce Maps Data
Meet and exceed managements sales and service goals as you generate leads and discover
untapped and underserved markets Expand into new locations identify who can benefit from
your products and services and fill scheduling gaps while youre on the road Salesforce Maps
provides property business and demographic data that gives you a competitive advantage for crushing sales and service goals
Salesforce Maps
Visiting More Customers in Less Time
Visiting More Customers in Less Time
Increase sales when you build and maintain customer relationships based on optimized account
visits Improve sales productivity by acting on specific accounts directly from the legend in Salesforce
Maps Fill gaps in schedules with nearby opportunities and create efficient routes
Plan Visits and Perform Actions for Multiple Records Simultaneously
Meet and exceed customer expectations with timely visits scheduled for multiple accounts at
a time Manage records in a marker or polyline layer using mass actions conveniently from the
plotted legend in Salesforce Maps Determine which accounts to take action on while viewing
them on the map Marker colors and shapes update immediately when you initiate single or
mass action changes
EDITIONS
Available in both Salesforce
Classic not available in all
orgs and Lightning
Experience
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions
Visualize and Set the Focus for Records That Require Attention
Select key records on the map and perform mass actions for them from a list that appears in
the legend Identify records using shape color and opacity options that keep you focused on whats important now in Salesforce
Maps
Plan Visits and Perform Actions for Multiple Records Simultaneously
Meet and exceed customer expectations with timely visits scheduled for multiple accounts at a
time Manage records in a marker or polyline layer using mass actions conveniently from the plotted
legend in Salesforce Maps Determine which accounts to take action on while viewing them on
the map Marker colors and shapes update immediately when you initiate single or mass action
changes
Open a marker or polyline layer
Display markers according to the field you want to work with such as industry or annual revenue
Rightclick a marker row The row you click is highlighted for easy identification Actions you
take on that marker apply to all records included within it
EDITIONS
Available in both Salesforce
Classic not available in all
orgs and Lightning
Experience
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions
USER PERMISSIONS
To access Salesforce Maps
Salesforce Maps
Salesforce Maps
Visiting More Customers in Less Time
Visualize and Set the Focus for Records That Require Attention
Select key records on the map and perform mass actions for them from a list that appears in the
legend Identify records using shape color and opacity options that keep you focused on whats
important now in Salesforce Maps
Open a marker or polyline layer
Click Select Markers and then select markers using Ctrl key shortcuts
EDITIONS
Available in both Salesforce
Classic not available in all
orgs and Lightning
Experience
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions
USER PERMISSIONS
To access Salesforce Maps
Salesforce Maps
Salesforce Maps
Finding New Business Using Salesforce Maps Data
View the list of records and select an action that you want to take
Set appearance options so that you identify selected records and reduce opacity for unselected ones
Finding New Business Using Salesforce Maps Data
Meet and exceed managements sales and service goals as you generate leads and discover untapped
and underserved markets Expand into new locations identify who can benefit from your products
and services and fill scheduling gaps while youre on the road Salesforce Maps provides property
business and demographic data that gives you a competitive advantage for crushing sales and
service goals
Types of Data That Broaden Your Reach
Gain insight into markets that can benefit from your products and services directly in Salesforce
Maps Rely on trusted property business and demographic data from providers such as ATTOM
and DatabaseUSAcom
EDITIONS
Available in both Salesforce
Classic not available in all
orgs and Lightning
Experience
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions
Examples of Growing Your Business Using Salesforce Maps Data
Generate leads accounts and opportunities using the property business and demographic
data available in Salesforce Maps Draw inspiration from realworld examples and adapt them for your own business requirements
For added context overlay other available data including ArcGIS weather trends
Requirements for Using Salesforce Maps Data
Get access to Salesforce Maps and its data set your goals and interpret the data on the map Later you generate leads or accounts
from that data and determine whether marketing campaigns can help you and your team reach your goals
Considerations for Using Salesforce Maps Data
Set your expectations for working with property business and demographic data Salesforce Maps data comes from numerous
trusted data providers such as ATTOM and DatabaseUSAcom
Salesforce Maps
Finding New Business Using Salesforce Maps Data
Generating Leads and Identifying New Markets on a Map
Sell to and provide services for property owners and businesses Generate leads in Salesforce using property and business data
without timeconsuming data entry Determine which locations meet your demographic requirements for business expansions and
recruitment efforts in Salesforce Maps
Types of Data That Broaden Your Reach
Gain insight into markets that can benefit from your products and services directly in Salesforce
Maps Rely on trusted property business and demographic data from providers such as ATTOM
and DatabaseUSAcom
When you plot data from trusted data sources on a map you increase your chances of reaching
and exceeding your sales and service targets Choose from property business and demographic
data that helps you determine where to focus your efforts
EDITIONS
Available in both Salesforce
Classic not available in all
orgs and Lightning
Experience
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions
Available Data
Examples of Whats Included
Property
Property owners and their mailing addresses
Numbers of rooms
Loan positions and outstanding balances
Material compositions HVAC systems and property features
Property tax assessments
Business
Company details such as employee count contact names phone numbers and mailing addresses
Estimated business expenses for utilities rent legal services and office equipment
Industry codes
Totals and ranges for annual sales
Demographic
Income brackets
Age ranges
Salesforce Maps
Available Data
Finding New Business Using Salesforce Maps Data
Examples of Whats Included
Levels of education
SEE ALSO
Fields for Business Data USA
Fields for Property Data USA
Examples of Growing Your Business Using Salesforce Maps Data
Generate leads accounts and opportunities using the property business and demographic data
available in Salesforce Maps Draw inspiration from realworld examples and adapt them for your
own business requirements For added context overlay other available data including ArcGIS
weather trends
Property Data Examples
Branch into new areas and find customers who identify with your goods and services when
you focus on owners of properties that have certain characteristics using Salesforce Maps
property data Add potential business opportunities to Salesforce as prospecting accounts
Business Data Examples
Focus on prospective customers nearest to your established ones Find businesses with specific
characteristics and fill gaps in schedules while youre on the road using Salesforce Maps business
data Add business prospects to Salesforce as prospecting accounts or leads
EDITIONS
Available in both Salesforce
Classic not available in all
orgs and Lightning
Experience
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions
Demographic Data Examples
Expand your business into untapped and underserved communities and diversify your recruiting efforts among key populations
using Salesforce Maps demographic data Concentrations of your search results appear on a map and help you identify where to
focus your energy
Property Data Examples
Branch into new areas and find customers who identify with your goods and services when you
focus on owners of properties that have certain characteristics using Salesforce Maps property data
Add potential business opportunities to Salesforce as prospecting accounts
In Salesforce Maps create data layers using property data from ATTOM and filters that you define
Complement your prospecting efforts when you include helpful details for contacting property
owners in marker popups For example include owner names addresses and any other relevant
details
EDITIONS
Available in both Salesforce
Classic not available in all
orgs and Lightning
Experience
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions
Salesforce Maps
Finding New Business Using Salesforce Maps Data
Plot the data layer on the map which shows properties based on the filters that you definedAfter you identify prospects choose whether
to create prospecting accounts in Salesforce or add those prospects to your schedule and routes
These examples illustrate how different businesses can use property data available in Salesforce Maps for identifying new sales and
service prospects
Example
Property Data That Helps Identify New Prospects
Expand into new geographic
areas and markets
An alarm systems company explores options for branching into other territories The company
identifies properties with
At least three bedrooms
Owner occupancy
Available home equity greater than
Identify customers who need
your products and services
A landscaping company digs for nearby prospects whose properties match criteria that includes
properties
Whose lot square footage is greater than
Salesforce Maps
Example
Finding New Business Using Salesforce Maps Data
Property Data That Helps Identify New Prospects
Within specific postal codes
Categorized as commercial or residential
Market to specific property
owners
A roofing contractor provides roofing repairs to a community recently struck by hailstorms An
ArcGIS data layer shows affected areas on the map The properties in those areas that result in the
best leads include ones with
Roofing materials consisting of wood shake ceramic tiles and composition shingles
Available home equity greater than
Square footage of at least
Business Data Examples
Focus on prospective customers nearest to your established ones Find businesses with specific
characteristics and fill gaps in schedules while youre on the road using Salesforce Maps business
data Add business prospects to Salesforce as prospecting accounts or leads
In Salesforce Maps create data layers using business data from DatabaseUSAcom and filters that
you define Complement your prospecting efforts when you include helpful details for contacting
business contacts in marker popups For example include contact names addresses and any other
relevant details
Plot the data layer on the map which shows businesses based on the filters that you defined
EDITIONS
Available in both Salesforce
Classic not available in all
orgs and Lightning
Experience
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions
Salesforce Maps
Finding New Business Using Salesforce Maps Data
After you identify prospects choose whether to create leads or prospecting accounts in Salesforce or add those prospects to your
schedule and routes
These examples illustrate how different businesses can use business data available in Salesforce Maps for identifying new sales and
service prospects
Example
Business Data That Helps Identify New Prospects
Sell to businesses closest to your A property management company wants to grow their business in nearby industrial parks Businesses
established customers
that the companys leadership wants to focus on include
Specific words in their company names NAICS codes and SIC codes
At least employees at the corporate level
Identify buildings by size
business type and layout
An emerging HVAC contracting firm identifies potential sales and service opportunities for businesses
with
Square footage of at least
At least employees
Business types that include specific NAICS codes
Fill scheduling gaps along your
route
A sales rep for a medical supply company makes the most of her route and identifies nearby
businesses
That include specific words in their company names NAICS codes and SIC codes
Whose offices are within a mile radius of her location
Demographic Data Examples
Expand your business into untapped and underserved communities and diversify your recruiting
efforts among key populations using Salesforce Maps demographic data Concentrations of your
search results appear on a map and help you identify where to focus your energy
In Salesforce Maps you create data layers using the Demographic Context USA data source and
filters that you define
EDITIONS
Available in both Salesforce
Classic not available in all
orgs and Lightning
Experience
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions
Salesforce Maps
Finding New Business Using Salesforce Maps Data
Plot the data layer on the map which shows concentrations of households who earn income based on the display options that you
specify
After you identify concentrated areas determine where to focus your efforts
These examples illustrate how different institutions and businesses can use demographic data available in Salesforce Maps for identifying
populations and areas of interest for business and recruitment expansion
Example
Demographic Data That Helps Identify Populations and Areas of Interest
Diversify your recruiting efforts
A college wants to increase applications in lower socioeconomic areas Factors that matter to the
college board include
Annual household income
Children by age range
Graduation rates among parents
Salesforce Maps
Finding New Business Using Salesforce Maps Data
Example
Demographic Data That Helps Identify Populations and Areas of Interest
Provide products and services to A regional agricultural supply company considers expanding to another location within an mile
underserved communities
radius of its flagship store The companys leadership considers ZIP codes and
Annual household income up to
Household size
People employed in agriculture and related trades
Identify specific populations
A residential care provider investigates locations for opening a facility in a county that has high
concentrations of
People age
Households earning at least annually
Requirements for Using Salesforce Maps Data
Get access to Salesforce Maps and its data set your goals and interpret the data on the map Later
you generate leads or accounts from that data and determine whether marketing campaigns can
help you and your team reach your goals
When you plot data from trusted data sources on a map you increase your chances of reaching
and exceeding your sales and service targets Choose from property business and demographic
data that helps you determine where to focus your efforts
EDITIONS
Available in both Salesforce
Classic not available in all
orgs and Lightning
Experience
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions
What to do
How
Get License
If you dont have a license for Salesforce Maps discuss your options with a Salesforce account executive Your
account executive can help you determine whether it makes sense for you to purchase
Salesforce Maps as an addon to Sales Cloud Service Cloud or an industryspecific offering such as Financial
Services Cloud Healthcare Cloud or Manufacturing Cloud
Retail Execution in Consumer Goods Cloud which comes standard with Salesforce Maps
