Installation Guide: Professional Edition (Lightning Ready)

Getting Started: Admin Checklist

The following three steps are required to use the Mapview for Salesforce managed package. Please make sure you have followed all of the steps outlined in this guide. If you still have questions, contact us at appsupport@thecaseygroup.com.

• Step 1: Install the Mapview managed package
• Step 2: Clone the Mapview user permission sets
• Step 3: Set Field Level Permissions

• Step 4: Set up the task field 'Email'
• Step 5: Edit the task page layout to include all necessary fields
• Step 6: Enable Notes

*The above list is a basic overview of the steps to be taken. Depending on your organization, you may have additional steps to take.

Step 1: Installation

Follow the steps below to install the Mapview for Salesforce managed package.

1. Go to the AppExchange and search for Mapview.
2. Click 'Get it Now'.

3. Follow the installation prompts.

4. Choose 'Install for All Users' and click 'Install'.

Step 2: Permission Sets

Now that you have installed the Mapview managed package, login to Salesforce and follow the steps below to clone the Mapview permission set.

1. In the upper right corner, click the gear icon and choose 'Setup Home'.

2. Then in the left sidebar under 'Administration' open 'Users' -> 'Permission Sets'.
3. Click on the 'Clone' link next to Mapview Permission Set.
 (The Mapview managed package bundles this permission set to simplify the setup process. The permission set is pre-configured to allow the access of necessary Apex and Visualforce pages)

4. Now, if you like, you can change the permission set details such as a new label, api name or description. Please do not edit any of the set permissions as it may disrupt the functionality of the app.

5. When you are finished you should have two permission sets.

Step 3: Field Level Permissions

After you have set up the permission sets for Mapview you will need to set up field level accessibility for the task record. To do this please follow the steps below.

1. Click the setup icon in the top right corner of Salesforce and choose 'Setup Home'

2. On the left hand side bar under 'Platform Tools', open 'Objects and Fields' and choose 'Object Manager'.

3. Here you will see a list of records available to edit. Click on the 'Task' record.

4. Next, scroll and choose 'Type' under 'Fields and Relationships'

5. Now click on 'Set Field-Level Security' and check off 'Visible' next to the user profiles who will use Mapview.

When you are finished you can click 'View Field Accessibility' to check that the user profiles you want to have access to Mapview are shown as 'Editable'.

Step 4: Setup the task field 'Email'

By default in the Professional Edition, the task type 'Email' does not exist. In order for Mapview to function properly, the admin must create the task type 'Email'. To do this, please follow the steps below.

1. Click the setup icon in the top right corner of Salesforce and choose 'Setup Home'

2. On the left side bar under 'Platform Tools', open 'Objects and Fields' and choose 'Object Manager'. Here, scroll down and click on 'Task'.

3. Next, click on the field label 'Type'.

4. Under 'Task Type Picklist Values' click 'New'.

5. Type 'Email' in the edit box and click 'Save' to continue.

Step 5: Edit the Task Page Layout

By default in the Professional Edition, the task fields 'Type', 'Location', 'Completed On' and 'Started On' are added to the task layout. For Mapview to function properly, please add the mentioned fields to the task page layout by following the steps below.

1. Click the setup icon in the top right corner of Salesforce and click 'Setup Home'

2. On the left hand side bar under 'Platform Tools', open 'Objects and Fields' and then navigate to 'Object Manager'.

3.  Scroll down the page and click on 'Task'.
4. Next, scroll down to the section 'Page Layouts' and click on 'Task Layout'.

5. Drag each mentioned field to the page layout under 'Task Information' (any order is fine)

Step 6: Enable Notes

Notes must be enabled for Mapview to work. To enable notes, go to 'Setup' -> 'Notes' -> 'Notes Settings' and make sure the checkbox is selected.

Admin Tips: Best Practices

1. If hidden fields are made visible to API for a given user profile, then the Salesforce admin should advise all users of that profile to delete all imported views of that object and reimport the data in the Mapview for Salesforce app.

2. Mapview for Salesforce will not import a view if there are more than 2000 records. To remedy the situation you can create views with less than 2000 records in Salesforce.
3. If a user changes the view definition of a public or private view definition then Salesforce admin should notify all users to remove all imported data of that view on the object and reimport the view again.
4. 
If a Salesforce record is changed using the edit functionality inside Mapview and the change makes that record to be qualified for some other view then the change will not be effective inside Mapview for Salesforce app until the user refreshes all views of the given object.
5. To ensure data encryption at the device level, users must have a passcode set to enter their device

Next Steps: Review the Admin Screen Guide

Thank you for using Mapview for Salesforce.

If you have any difficulties with installation please contact us.