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Installation Guide

  • Package Installation
  • Post installation

Admin Guide

  • Access
  • Geographical Object
  • Infowindow and labels
  • Filters
  • Analytics
  • Custom actions
  • Dashboards configuration
  • Related lists
  • Statistics
  • Mobile app configuration
  • Options

User Guide - New Lightning version

  • Presentation
  • Interface
  • Objects
  • Visite Planning
  • Related List
  • Area of Interest
  • Working layers
  • Data explore
  • Record creation

User Guide - Old deprecated version

  • Getting Started
  • Create a map
  • Interface presentation
  • Filters and Actions
  • Visit planning
  • Analytics
  • Dashboards
  • Selection
  • Address Lookup
  • Basemaps
  • Actions
  • Related lists
  • Mobile app

Frequently Asked Questions

  • FAQs
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Objects Creation

Important : The record creation feature is only available in the Salesforce Lightning Context and the Salesforce Mobile App.

From the Map

From the current position, symbolized by the green pin on the map Data Explorer, it is possible to launch the new object creation form in CRM. The list presented by opening the “Create a Record” menu corresponds to the opened layers configurations.

In the below example, four layers are opened:

  • PDV IDF: Configuration on a POS object (custom object)
  • FR Accounts: Configuration on the Account object
  • Distributors: Configuration on the Distributor object (custom object)
  • Pharmas: Configuration on the Pharmacy object (custom object)

Create Record

By clicking on one of the options presented, the creation form opens, in which the address and location information are pre-filled.

Create Record

From the Data Explorer

See the section CRM Enrichment

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