Mapsly is a standalone software platform that exchanges data with your Salesforce org via its Data API and allows you to log into Mapsly with your Salesforce credentials. Since Mapsly leverages Salesforce API, it requires Salesforce Enterprise plan or higher.
Mapsly extension for Salesforce
You may use Mapsly in a separate browser tab with your Salesforce credentials without installing Mapsly extension from the AppExchange. But optionally, you may install our Salesforce extension from AppExchange - it will create a Mapsly tab that you'll be able to add to your Sales lightning app or use in a standalone Mapsly lightning app in your Lightning Experience.
The extension can be installed prior to signing up for a new Mapsly account or after that.
Note. While we are planning to extend the functionality of our AppExchange extension, at this moment it does not provide any additional features that would not be available when using Mapsly at app.mapsly.com.
Setting up Mapsly without AppExchange extension
Note. You need to be a Salesforce org administrator to complete this guide.
1. Set up your company subdomain in Salesforce
2. Follow Mapsly sign-up wizard at app.mapsly.com
Go to app.mapsly.com and click the Salesforce logo:
A Salesforce login pop-up window will open prompting you to sign into your Salesforce org and grant Mapsly access to your Salesforce data. Confirm to proceed.
When prompted, press the Create new Mapsly account button:
and follow the Mapsly account sign-up wizard.
How to add Mapsly into your Salesforce user interface
Optionally, you may install our AppExchange Mapsly extension by following this guide to add a Mapsly tab to your Salesforce user interface, which will make it easier to log into Mapsly.
Note. Since Mapsly is a standalone single-page web application, it's recommended to keep it open in a separate tab even when added as a Mapsly tab via the AppExchange extension - to prevent reloading it every time the Mapsly tab is opened.
How to log into Mapsly
If you've installed the Mapsly extension from AppExchange, just open the Mapsly tab, and you'll be automatically logged into your Mapsly account.
If you're using Mapsly without the Mapsly AppExchange extension, to log into Mapsly - on desktop or mobile - go to app.mapsly.com, click the Salesforce logo and enter your Salesforce credentials in the Salesforce login pop-up that will open. (The process of logging in is essentially the same as the one described in section #2 of this article.)
How to link your existing Mapsly account to your Salesforce org
Or, if you need to link your existing Mapsly account to this Salesforce org, please follow this guide.
Adding more users to Mapsly
New Salesforce users are added to your Mapsly account with restricted access automatically when they open the Mapsly tab or log into Mapsly with their Salesforce credentials at app.mapsly.com; you don't need to manually add them. Learn more users and Single Sign-On here.
If you'd like to see on the map only standard objects like leads, accounts or contacts, the wizard's instructions are self-explanatory. In more complex scenarios when you'd like to see other objects in Mapsly as well or use coordinates instead of an object's address, please refer to these articles:
- detailed walk-through guide for the sign-up wizard;
- how to add Deals / Opportunities to Mapsly;
- how to properly configure an object's address field (required for Deals/Opportunities and custom objects);
- how to use an object's coordinates stored in the CRM instead of its address in Mapsly (how to skip geocoding for locations that cannot be described by an address or those for which you already have GPS coordinates in your CRM);
- how to restrict access to imported data and control who sees what;
- your records are not showing up in Mapsly?