End User Usage

1. Create a new template or choose an existing one 1.

   <figure><img src="../../../.gitbook/assets/image (78).png" alt=""><figcaption></figcaption></figure>

2. For a new template, select the Template Type

3. Name your new template

   1. Optional: Select Association Type (Object or Record), and select the subsequent Object or Record 1.

      <figure><img src="../../../.gitbook/assets/image (79).png" alt=""><figcaption></figcaption></figure>

4. Next, create a new layer or click to edit an existing layer 1.

   <figure><img src="../../../.gitbook/assets/image (81).png" alt=""><figcaption></figcaption></figure>

5. To create a new layer, select the object whose records you may want to visualize on map 1.

   <figure><img src="../../../.gitbook/assets/image (82).png" alt=""><figcaption></figcaption></figure>

6. Select field(s) that you'd like to leverage and move them from the left box to the right box 1.

   <figure><img src="../../../.gitbook/assets/image (85).png" alt=""><figcaption></figcaption></figure>

7. Next, add condition(s) and click Verify Query to test the selected conditions 1.

   <figure><img src="../../../.gitbook/assets/image (86).png" alt=""><figcaption></figcaption></figure>

8. Next, select the type of visual: Points of Interest or Connection Lines

   1. For Points of Interest, a user can choose any Icon Type or upload their own (1:1 ratio) 1.

      <figure><img src="../../../.gitbook/assets/image (87).png" alt=""><figcaption></figcaption></figure>

   2. For Connection Lines, select color and mid point icon 1.

      <figure><img src="../../../.gitbook/assets/image (88).png" alt=""><figcaption></figcaption></figure>

9. Next, select the field you want to visualize on the map.

   1. Filter down selection based on record or value

      1. If a record, it will fetch the record and prompt to select the field until the final layer of the record

      <figure><img src="../../../.gitbook/assets/image (89).png" alt=""><figcaption></figcaption></figure>

10. Select the layer’s Hover Interaction and/or Click Interaction: 1.

    <figure><img src="../../../.gitbook/assets/image (90).png" alt=""><figcaption></figcaption></figure>

11. Click Save

Notes/Tips:

1. When placing an interactive map on a page, a user can specify which template to use

2. On any record, the interactive map will try to find the template and apply its settings

3. To change the fields on the hover over, edit the compact layout of the object (Ex. Asset object)

4. To better understand how a map template populates results on an object page, see following priority list:

   1. Template Name - Defined during template creation

   2. Record Id - (record id of page where map is placed)

      1. Can be defined in template creation or else it will automatically get the record id of record where map is placed

5. Salesforce Object - Automatically fetches the Salesforce Object and can't be defined

Video of the steps above can be found here