Search records within distance and create appointments on map – Salesforce

Salesforce

With the Salesforce Maps integration, you can search for records within a certain distance of your current location and create appointments on the map itself.

    • This is a great way to increase efficiency when working in the field, as you can quickly find nearby records and schedule appointments without having to switch between apps.
    • To use this feature, first make sure that you have the Salesforce Maps app installed. Then, please open the app and click on the menu icon in the top-left corner. From there, select “Search Records” and then enter in the object type that you want to search for. Finally, set the desired distance and tap “Search.”
    • If there are any records within the specified distance, they will be displayed on the map. You can then tap on a record to view its details, or tap on the “New” button in the bottom-right corner to create a new appointment for that record.
    • With the Salesforce Maps integration, you can search for records within a certain distance of your current location and create appointments on the map itself. This is a great way to increase efficiency when working in the field, as you can quickly find nearby records and schedule appointments without having to switch between apps.
    • To use this feature, first make sure that you have the Salesforce Maps app installed. Now, open the app and tap on the menu icon in the top-left corner. From there, select “Search Records” and then enter in the object type that you want to search for. Finally, set the desired distance and tap “Search.”
    • If there are any records within the specified distance, they will be displayed on the map. You can then tap on a record to view its details, or tap on the “New” button in the bottom-right corner to create a new appointment for that record.
    • This is a great way to increase efficiency when working in the field. As you can quickly find nearby records and schedule appointments without having to switch between apps.
    • To use this feature, first make sure that you have the Salesforce Maps app installed. Then, open the app and tap on the menu icon in the top-left corner. From there, select “Search Records” and then enter in the object type that you want to search for. Finally, set the desired distance and tap “Search.”
    • If there are any records within the specified distance. They will displayed on the map. You can then tap on a record to view its details, or tap on the “New” button in the bottom-right corner to create a new appointment for that record.
    • This is a great way to increase efficiency when working in the fieldA as you can quickly find nearby records and schedule appointments without having to switch between apps.
    • To use this feature, first make sure that you have the Salesforce Maps app installed. Now  open the application and select on the menu icon. From there, select “Search Records” and then enter in the object type that you want to search for. Finally, set the desired distance and tap “Search.”
    • If they have any records within the specified distance. They will displayed on the map. You can then tap on a record to view its details, or tap on the “New” button in the bottom-right corner to create a new appointment for that record.
    • This is a great way to increase efficiency when working in the field, as you can quickly find nearby records and schedule appointments without having to switch between apps.
    • To use this feature, first make sure that you have the Salesforce Maps app installed. After installation open the app and start the app’s menu icon in the top-left corner. From there, select “Search Records” and then enter in the object type that you want to search for. Finally, set the desired distance and tap “Search.”

    Conclusion:

    The Salesforce Maps integration is a great way to increase efficiency when working in the field, as it allows you to quickly. Find nearby records and schedule appointments without having to switch between apps. To use this feature, simply install the Salesforce Maps app and then open it. From there, select “Search Records” and enter in the object type that you want to search for. Finally, set the desired distance and tap “Search.” If they have any records within the specified distance. They will displayed on the map. You can then tap on a record to view its details or create a new appointment.

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