Salesforce Maps for Location Intelligence and Territory Planning

Are your field sales teams spending too much time planning routes and not enough time closing deals? Geographic context can transform raw customer data into a powerful strategy for driving field productivity and smarter territory management. This text-based course guides you through the foundational concepts of location intelligence and shows you how to turn geographic insights into revenue. You will transition from viewing data in standard lists to mastering geographic visualization, allowing you to plan routes efficiently and design balanced sales territories. Through clear explanations and practical scenarios, you will learn to align your field operations with your broader business objectives. What you'll learn: - Understand the core concepts of location intelligence and geographic data visualization - Configure map layers to filter and display high-value CRM records based on location - Design balanced sales territories that maximize market coverage and reduce travel time - Optimize daily schedules and travel routes for field representatives directly within the platform - Track live field activities and analyze geographic performance trends to make data-driven decisions This course starts with foundational definitions of geographic CRM data before moving into hands-on configuration techniques, route planning, and territory design. You will explore realistic field scenarios to understand how location intelligence improves daily decision-making. This course is designed for beginners, sales operations professionals, and CRM administrators who want to introduce spatial analysis to their teams. No prior experience with mapping software is required. Start reading today to unlock the power of location intelligence for your sales team.