Google Maps provide a cool feature where you can create your own map, import map features like places, lines, and shapes from spreadsheets/CSV, KML files, and some other supported formats. This feature can be used to Plot data from Salesforce on the google map. Data from reports can be imported into the map to display the records on the map canvas.
In this post, we’ll plot the contacts on the map.
Step 1: Create a report which will act as the data source for the map
I’ve created a report on Contacts, make sure to pull the address fields into the report. Add necessary filters and save.
Step 2: Export the Report as a CSV
Step 3: Create a New Google Map instance
Log on to Google using your Gmail account or signup if you don’t have one already. visit https://www.google.com/maps/d/ and click “Create New Map”. You will get the following screen (the default country loaded will change based on your current locale settings).
Step 4: Import the Salesforce report data into the map
Click import in the panel on the left side of the screen (rename the layer name to match the type of data imported). Select the CSV exported from Salesforce report. On the popup listing the fields from the CSV, select all the address fields.
Click continue, on the next screen select the field that you want to use as the Title for the items plotted on the map and click finish.
This will plot the records with a valid address on the Google Map. The final result would look something like this:
You can import data for multiple reports on the same map, just add new layers on the existing map, and import the report data on the new layer. This feature of google maps provides the Salesforce user to have better visualization of where the contacts, leads, prospects are located. The end user can use this to plan the next marketing event, the next trip to meet new prospects.
Hope you like the post.