Galigeo for Salesforce Docs
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  • Standard
  • Advanced
  • Starter
  • Releases

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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Data Exploration

Important : This feature only works for french companies.

Click on the icon Data Explorer in the toolbar in order to display the data explorer panel.

SIRENE Database

  • Enter the keyword and click on ENTER in order to launch a search
  • A list of establishments is displayed below and also on the map

Data Explorer

Click on an establishment on the list to display its information sheet (this can also be obtained by clicking directly on a marker on the map)

Data Explorer

CRM Enrichment

If the user is in a Salesforce Lightning execution context, the information sheet contains actions allowing you to create a new lead, a new account or a new contact from the information in the SIRENE database (name, address, contact information).

     
Data Explorer Data Explorer Data Explorer
new Lead New Account New Contact
Important : The creation of these objects are delegated to Salesforce and the creation page layout is the one defined in Salesforce. Galigeo only sent the needed informations.
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