Guides
FAQ
1How do I download Mapadore?
Remember before you can successfully download Mapadore, your Salesforce Admin needs to set up a Salesforce 'MyDomain' for your organization.
1) Go to the AppExchange search Mapadore and click on "Get it Now."
2) Decide where do you want to install Mapadore
3) Fill the form with your personal information
4) Decide whether to install for Admins Only, All Users, or Specific Profiles
5) Wait to allow the app to upgrade
6) Click done and wait receive the "Upgrade Complete" message by mail
1) Go to the AppExchange search Mapadore and click on "Get it Now."
2) Decide where do you want to install Mapadore
3) Fill the form with your personal information
4) Decide whether to install for Admins Only, All Users, or Specific Profiles
5) Wait to allow the app to upgrade
6) Click done and wait receive the "Upgrade Complete" message by mail
2How do I download the last upgrade?
Mapadore will not automatically upgrade you to the latest version when a release happens. You must go through these steps to upgrade, otherwise you will not have access to the latest features and Mapadore may not be optimized for your organization.
When the latest feature upgrade happens, you'll receive an email notification with instructions. If you've misplaced it, here are the steps to upgrade:
1) Go to the AppExchange search Mapadore and click on "Get it Now."
2) Decide where do you want to install Mapadore
3) Fill the form with your personal information
4) Decide whether to install for Admins Only, All Users, or Specific Profiles
5) Wait to allow the app to upgrade.
6) Click done and wait receive the "Upgrade Complete" message by mail
When the latest feature upgrade happens, you'll receive an email notification with instructions. If you've misplaced it, here are the steps to upgrade:
1) Go to the AppExchange search Mapadore and click on "Get it Now."
2) Decide where do you want to install Mapadore
3) Fill the form with your personal information
4) Decide whether to install for Admins Only, All Users, or Specific Profiles
5) Wait to allow the app to upgrade.
6) Click done and wait receive the "Upgrade Complete" message by mail
3How do I add/remove user to Mapadore?
1) Go to “Setup” and search “Installed Packages” then click on “Manage Licences” of the Mapadore record
2) Click “Add User” or “Remove Multiple Users” and select users you need to add/remove
3) Go to “Permissions Sets” and select “Mapadore Users”. (In case you want to grant admin permissions select “Mapadore Admin”).
4) Click on “Manage Assignments”
5) Click “Add Assignments” or “Remove Assignments” and select users you need to add/remove
2) Click “Add User” or “Remove Multiple Users” and select users you need to add/remove
3) Go to “Permissions Sets” and select “Mapadore Users”. (In case you want to grant admin permissions select “Mapadore Admin”).
4) Click on “Manage Assignments”
5) Click “Add Assignments” or “Remove Assignments” and select users you need to add/remove
1How do I enable ‘On Behalf’ for users?
‘On behalf’ can be enable for everyone in the ‘organization’ or for a specific ‘profile’ or for a specific ‘user’.
1) Enter in Mapadore App from App Launcher menù
2) Select “Setting” tab
3) Choose who you want to enable and switch to yes ‘On Behalf’ option in the “Smart Team Setting” section and click on save
1) Enter in Mapadore App from App Launcher menù
2) Select “Setting” tab
3) Choose who you want to enable and switch to yes ‘On Behalf’ option in the “Smart Team Setting” section and click on save
2How do I enable ‘Smart Team’ for users?
Mapadore can choose from a list of users in a team to find the best one to take an appointment considering their availability, skills, and planned proximity.
Admins must first configure a Public Group with the list of licensed Mapadore users on that team, then assign the Smart Team name in Custom Settings.
1) Go to “Setup” and search “Public Groups” then click on ‘New’
2) Add Mapadore User Licenses to Team
3) Enter in Mapadore App from App Launcher menù
4) Select “Setting” tab
5) Choose who you want to enable and switch to yes ‘On Behalf’ and ‘Smart Fit Teammate’ option in “Smart Team Setting” section.
6) Search your team in the Smart Team group option and click on save
Admins must first configure a Public Group with the list of licensed Mapadore users on that team, then assign the Smart Team name in Custom Settings.
1) Go to “Setup” and search “Public Groups” then click on ‘New’
2) Add Mapadore User Licenses to Team
3) Enter in Mapadore App from App Launcher menù
4) Select “Setting” tab
5) Choose who you want to enable and switch to yes ‘On Behalf’ and ‘Smart Fit Teammate’ option in “Smart Team Setting” section.
6) Search your team in the Smart Team group option and click on save
3How do I create filters in Mapadore?
Filters allow to limit customer proposal in Smart Nearby e/o Next Best Customer.
1) Go to Mapadore/Settings [1] select “Filters” section [2] and add a “New Simple” [3] filter
2) Give a clear and short name to to the filter (It will appear in the user interface), and make your filter for Account and/or Lead
3) Choose your level of scope user then select “Custom Filter” field in “Smart Nearby Settings” section and add the newly created filter from the picklist. You can add the filters also in the “Next Best Customer Settings” section.
If you already have created two or more simple filters, at the step 1 you can select “New Composite” and put it in relation with AND/OR operator.
Give a clear and short name to to the filter, placing the cursor on Account/Lead Value, it depends on the object you want to use for filter and use this shortcut “ctrl+space bar” to enable the picklist of existing filters. Select the which on you want to use and insert by keyboard the logical operator in capital letters.
1) Go to Mapadore/Settings [1] select “Filters” section [2] and add a “New Simple” [3] filter
2) Give a clear and short name to to the filter (It will appear in the user interface), and make your filter for Account and/or Lead
3) Choose your level of scope user then select “Custom Filter” field in “Smart Nearby Settings” section and add the newly created filter from the picklist. You can add the filters also in the “Next Best Customer Settings” section.
If you already have created two or more simple filters, at the step 1 you can select “New Composite” and put it in relation with AND/OR operator.
Give a clear and short name to to the filter, placing the cursor on Account/Lead Value, it depends on the object you want to use for filter and use this shortcut “ctrl+space bar” to enable the picklist of existing filters. Select the which on you want to use and insert by keyboard the logical operator in capital letters.
