Plot data from salesforce.com
This article describes how to import Salesforce data into Map Business Online. Related article: Save data selection in Salesforce campaign.
Map Business Online can import data directly from Salesforce. That means you don’t need to export Salesforce records in Excel file first and then import that file in Map Business Online.
Installing Map Business Online
- Begin by installing and setting up Map Business Online package in your Salesforce organization. To do that navigate to Map Business Online listing on Salesforce AppExchange. Click ‘Get it Now’ button and follow instructions that you will be provided.
- Once you have the package installed, select Map Business Online from Salesforce application menu.
- When you run Map Business Online for the first time, you will be asked whether you want to register new Map Business Online account or use an existing account. Make your choices and follow provided instructions. Once connection between your Salesforce and Map Business Online accounts is successfully setup, you can follow the steps below to plot and visualize your data from your Salesforce organization.
- Click ‘Plot data’ icon on Map Business Online main toolbar.
- On ‘Select data’ page choose ‘Select data from Salesforce’ and click ‘Next’. If the Salesforce option is not available then most likely you didn’t setup Map Business Online to Salesforce connection. Please refer to ‘Installing Map Business Online’ instructions above.
- Select type of records you want to plot: accounts, contacts, leads or opportunities. Choose filter options if desired.
NOTE: some record types may not be accessible if you don’t have permissions to work with them in your Salesforce organization.
Click ‘Next’ to proceed to next page.
- If you plot accounts or contacts and selected to plot sales data then you will be offered a number of sales calculation options. Actual sales are calculated by summarizing closed & won opportunities whereas potential sales are calculated from not closed opportunities. Finally click ‘Plot’ to start plotting data on map.
- Plotting data may take some time depending on number of records in your data and speed of Internet connection. Click ‘Done’ to see your data on map.
- You can plot multiple datasets on a map. Initially each dataset gets a name formed from record type name and dataset creation date for you to easily distinguish data imports.
- Select any location on map and click ‘green form’ icon to open record details page in popup Salesforce window.
- For contacts and leads you can search data records on map inside radius, polygon, or drivetime and export these records into a Salesforce campaign. For example, use this feature to create email marketing list of your customers who live within 5 miles of your new store. Please refer to this link for more details: Save data selection in Salesforce campaign.
- You may want to change dataset properties such as symbol or name. Access dataset properties from Map & Data window. To open Map & Data window if it is not already visible just click Map & Data tab centered on the left side of map.
- Move mouse pointer over dataset name in Map & Data window and click gear icon that will appear to open ‘Manage map and data’ dialog.
- Once inside ‘Manage map and data’ dialog move mouse pointer over dataset name and click pencil (edit) icon that will appear. Enter new dataset name and click ‘Change name’ button.
- Change dataset symbol if necessary. You can also modify dataset symbol by clicking it in Map & Data window.
- To turn on or off callouts for your data on map first select ‘Callouts’ vertical tab in ‘Manage map and data’ dialog. Then click ‘Show callouts’ or ‘Hide callouts’ button (button will appear depending on current callouts state).
- To show/hide data on map check/uncheck ‘Visible’ box. You can also do that from Map & Data window.
- To remove dataset click icon with cross symbol. To remove all datasets from map click ‘Remove all’ button.
- You may want visualize product sales by customer location. Please refer to this link for details: Color code dataset locations with circles.
- You can also show product sales by ZIP code. Please refer to the following link for more information: Color code map by ZIP codes, counties, or states.