Salesforce Maps for Field Sales and Service Teams

Managing a field territory without visual tools often leads to inefficient routes, missed opportunities, and wasted travel time. This text-only course teaches you how to leverage location intelligence to plan smarter schedules and visualize your customer data geographically. You will learn how to transform standard CRM records into actionable, map-based insights that keep field operations running smoothly. What you will learn: Understand the core concepts of location intelligence and geographic data inside CRM platforms; Configure map layers to visualize accounts, leads, and service cases based on custom criteria; Build optimized travel routes and daily schedules to minimize windshield time; Use boundary filters and shape layers to define and manage sales territories effectively; Analyze geographic trends to identify underserved markets and high-value clusters. We begin with essential terminology and the foundational mechanics of location data, then move step-by-step through practical mapping scenarios, route planning, and territory management. This course is designed for beginners, sales representatives, field service agents, and CRM administrators who want to master location-based workflows with no prior mapping experience required. Start reading to transform how you view and navigate your business territories.