After you have installed the Mapview for Salesforce managed package and set up the necessary permissions in our installation guide, you can access the admin area. The Mapview admin area is where you can set up custom object mapping and configure the app settings.
To access the admin area, tap the apps icon in the top left hand corner of your Salesforce screen and choose Mapview from the list of options.
The App Settings allow you to control the activity log feature for your end users. Admins can control if users have access to log emails, calls, events or take notes. You can also set how many tasks or days before Mapview will automatically sync completed activities. The default for both is set to 1.
Lastly, to be compatible with the new notes feature in Salesforce lightning, Mapview now supports rich text notes. If your team is using rich text notes in Salesforce, make sure to set it to on or end users will not be able to see their notes in Mapview. Click ‘update’ to save your changes.
Metadata mapping is an important step in the customization of Mapview. Correctly configuring the metadata mapping allows for the geo-location of any standard or custom object from Salesforce.
Upon install, the managed package will automatically have configured standard Salesforce objects (account, lead, contact and opportunity) for mapping. You can easily edit/delete these configurations or click ‘New’ to configure a new custom object.
Configuring a New Custom Object
After clicking ‘New’, you will be asked the type of object you wish to configure from your Salesforce org. After you have chosen the object, the rest of the screen will appear.
Step 1: Setting the Object Description
The object description has three fields and the option to choose if the Primary Desc. Field is a name. If you check that it is a name, the Primary Desc. Field will be replaced with First Name and Last Name fields. Below is a description of each field and where it is used in the Mapview app:
Primary Description: the primary description field shows in Mapview when you tap a map pin, open the object list view or the object details window.
Secondary Description: the secondary description field appears below the primary description when you open the object details window or the object list view. The secondary description can also appear if you tap a map pin by editing the settings in Mapview.
PIN Description: this sets the pin type and color that will represent the object on the map.
Step 2: Configuring the Object Mappings
After you set the object descriptions, you will then need to configure at least one mapping to save. There are three ways to map an object: by address, geo-location or the location field in Salesforce.
Map by Address: to use map by address, enter an address label and select the appropriate Salesforce field to match the form field. In the example below, I wanted to map accounts associated with each asset. Therefore, I choose Account.Shipping Street for the Address Line1 and kept choosing the appropriate Account.Shipping fields to consistently map out the rest of the address.
Tip: if you do not choose the same parent field for each form item, the addresses in Mapview may appear in red and not be shown on the map.
Map by Geo-location: to use map by geo-location, enter a label and select the appropriate latitude and longitude fields. In the example below, I choose to map the assets location in the field.
Tip: you can have multiple mappings and filter by the address labels in Mapview.
Map by Location: to use map by location, enter a label and select the appropriate location field from the dropdown menu.
Step 3: Field Selection
After you have done at least one mapping, you will want to select the fields that will appear in Mapview when the object details window is open. Fields that are already mapped in the object description or address will appear in yellow.
After everything is configured, click Save to add the new object. Now the object will be available for the end users to import in the Mapview for Salesforce mobile app.
If you have any questions our customer support team is available to help. Please contact us or contact your account representative to set up an appointment.
Thank you for using Mapview!