Galigeo for Salesforce Docs
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  • 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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User Interface

General Presentation

The Galigeo Lightning application is the entry point for CRM data visualization. Thanks to it, the user can:

  • View Salesforce objects on the map
  • Define areas of interest
  • Extract records to create working layers
  • Plan routes associated with the data

Galigeo for Salesforce Next Gen UI

Tools

  Galigeo for Salesforce User The toolbar provides access to certain features of the application such as: management of objects displayed on the map, route calculation, view a calendar, explore external data

Data Table

The section at the bottom of the map is a data table containing:

  • All open layers: Salesforce data visualization by tab
  • The list of areas of interest
  • The list of working layers (extraction made from area of interest)

Galigeo for Salesforce Next Gen UI

Map Tools

  Galigeo for Salesforce User The toolbar at the top right of the map allows you to search for an address, locate yourself, draw areas of interest, manage the zoom level and change the basemap
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