Metadata Mapping and Preference set up will be completed by the Company Oracle Administrator (COA). Each Company will be assigned a Mapview account manager to assist them through the configuration process, and provide any training or support they wish.
The COA can set up the preferences for the application by selecting the Preferences Tab. This tab allows admins to set logging permissions for users. Admins can turn automatic logging of notes, emails, calls and events on or off. Auto-Sync Activity Count indicates how many updates must accumulate prior to being auto-synced back to the Oracle Sales Cloud CRM. For example, if set to "1" each time an end-user sets up a new task the task will automatically sync to Oracle Sales Cloud. Auto Sync Frequency indicates that if the Auto Sync Count value is not reached within X days all outstanding data will be synced. Most administrators set this value to equal "1."
Metadata mapping is an important step in customizing Mapview to meet the needs of your organization. Correctly configuring the metadata mapping allows for the geo-location of your custom and standard objects in Mapview.
By default all standard objects will be pre-configured. You can edit/delete these configurations by clicking the ‘Edit’ or ‘Delete’ icons. You can also create a new mapping of an object by clicking ‘+.’
After clicking ‘+’, you will be asked to choose an object to be mapped. The objects from the list are pulled from the objects set up in your Oracle Sales Cloud instance. Once you select an object to be mapped, the rest of the set up screen will appear.
Setting the Object Description
The object description associates custom fields and map pins to display in Mapview for Oracle Sales Cloud. The four fields to set up are: Primary Description, Secondary Description, Is This a Name Field, and PIN Description.
Below is a description of each field’s function:
Primary Description Field: is treated like the name of an object. You will see the primary description when you click on a map pin, when you open the contact list view or contacts details window in Mapview.
Secondary Description Field: can be any field you want to see related to an object. For example, by default we have pre-configured the lead objects to have a primary description of ‘First Name, Last Name’ and secondary description of ‘Company Name’. The secondary description is visible in the contacts details window and the contact list view.
Is This a Name Field: check ‘Is This a Name Field’ to use first and last names.
PIN Description: choose from a list of pins to assign to an object.
Maximum number of records to be retrieved: 2,000 is the maximum number of records that can reside in a view or filter.
Mapping an Object
After you set the Object Description, you will then need to set how you want to map the object. There are two ways to map an object: Map by Address or Map by Geo-location. You need to set a least one location, but you can have multiple addresses for one object, such as shipping and billing.
Map by Address
Map by address allows you to map an object using address fields in Oracle Sales Cloud. The first thing you will want to do is set the ‘Address Label’. The ‘Address Label’ field is used by Mapview to differentiate addresses in the contact details window of the app.
Next, choose the address fields you want to use to map the object and click ‘Save’. Make sure to select appropriate corresponding fields or the geo-coding in Mapview may not be accurate. Now, you will see all the added addresses in a list view where you can edit or delete them.
Map by GeoLocation
Map by GeoLocation allows you to map objects that may only have a latitude and longitude instead of an address. Set the address label, choose the appropriate fields and click 'Save'.
Fields Selection List
After you set the object mapping, the next section is selecting the fields to be show in the contacts details window of the app. Fields added through the mapping process will be highlighted because they are necessary for the geo-coding. Select any other field you want to view in the contact details by checking on/off the boxes.
Standard objects are pre-configured for the end-user to import into the app. If the COA or end-user wish to create filters in order to import different views of their data they may do so in the Mapview Gateway.
To add a filter:
- Select “Filters” from the menu and then select the corresponding object.
- Select the “+” to add a new filter.
- Enter the filter name and accompanying logic, for ex. State = NJ. Once saved, the filter will be available in the app.
If you need any assistance configuring your Mapview for Oracle Sales Cloud please contact us.