Implementation Guide – Professional / Enterprise / Unlimited Edition
This guide is meant to serve as a reference for an administrator going through the installation and configuration process of MapAnything. This guide does not cover every aspect of configuring MapAnything, only the recommended pieces to get MapAnything up and running smoothly.
1. Installation: This step will walk you through the package installation process of MapAnything.
Install MapAnything: Follow this step to successfully install MapAnything into your sandbox or production environment
2. Configuration: This step will take you through the recommended configuration steps of the MapAnything package.
Geocode Activation: Navigate to the Setup page in Salesforce
Activate Geocode Clean Rules: This will activate the ability to geocode through Salesforce
Base Objects: Navigate to the Base Objects section of the MapAnything Administration page.
Base Object Wizard: Opening MapAnything for the first time will immediately start the Base Object Wizard
Check/Edit Base Objects (Enterprise Editions and above): Build and edit the base object connectors for your data to be mapped within MapAnything
Create Base Objects (Professional Edition): Build and edit the base object connectors for your data to be mapped within MapAnything
Create a Custom Base Object: Build and edit custom base objects to be visualized within MapAnything
Settings: Navigate to the Settings section of the MapAnything Administration page.
General Settings: Choose which general settings to enable for your MapAnything implementation
Assign User Permissions: Select which user/profile(s) get permissions to perform specific functions within MapAnything
3. Administration: This step will take you through the recommended administration steps to prepare your MapAnything implementation.
Add MapAnything as a Tab: This will allow for easy access to MapAnything
Enable MapAnything in Salesforce1: Enable the MapAnything tabs in your Salesforce1 deployment
Manage Your Licenses: Allow end users access to the MapAnything application
Create Folders: Setup the folder structure to house queries for your end users
Create Marker Layers: Build reports for your end users to use inside of MapAnything