The Map

The main map component displays the geographic map. By default, the map is shown in the 2D “Map View,” which provides a simple, flat perspective that’s easy to use. If you prefer, you can switch to the 3D “Satellite View” for a more detailed and immersive experience.

The map component sidebar is where you can quickly access various useful tools. Here, you’ll find the Geocoder shortcut, the Route Planner for mapping out routes between different points, the Area Select tool for highlighting and analyzing regions, and the Heatmap for visualizing data intensity across the map.

On the map, individual locations are displayed as pins.

In areas with multiple locations nearby, they are displayed as clusters indicating the number of locations within each cluster. As you zoom in, these clusters will break apart to reveal individual locations.

Clicking on a point on the map will display the record name, details, and location.

Creating A New Map

There are three ways to create a new map:

1. Importing a List View:

• Quickly create a new map based on an existing list view. The map will show the same object and apply the same filters, displaying only the filtered values on the map.

2. Importing a Report:

• Create a map from a report. The new map will display the same object and use the same filters as the report.

3. Manual Creation:

• Manually create a map by selecting the object and applying filters, allowing customized map setup and criteria.

Create a Map from a List View

To create a map from a list view:

1. Select the object from which to import the list view.

2. Click the "Import View" button in the Map Maker component.

3. Choose a list view from the dropdown menu (the available options depend on the selected object).

4. Click "Load."

The list view name and filters will appear in the Map Maker component, but the map is not created yet.

5. Review and update the map details as needed.

6. When finished, click "Save" to create the map.

A confirmation message will appear at the top of the screen to confirm the map creation.

Creating a Map from a Report

To create a map from a report:

1. Select the object from which to import the report.

2. Click the "Import Report" button in the Map Maker component.

3. Choose a report from the dropdown menu.

4. Click "Load."

The report name and filters will appear in the Map Maker component, but the map is not created yet.

5. Review and update the map details as needed.

6. When ready, click "Save" to create the map.

A confirmation message will appear at the top of the screen to confirm the map creation.

Creating a Map Manually

To manually create a map:

1. Enter a name in the "Map Name" text field in the Map Maker component.

2. Select the object you want to map.

3. Add at least one filter.

4. If needed, add additional filter logic if there is more than one filter.

5. When finished, click "Save."

A confirmation message will appear at the top of the screen, confirming that the new map was created.

Load a Map

To load a map:

1. Click the "Load" button in the Map Maker component.

2. Select a map from the dropdown menu, categorized by object.

3. After selecting a map, click "Load."

Delete a Map

To delete a map:

1. Click the "Load" button in the Map Maker component.

2. Select the map you want to delete from the dropdown menu.

3. After selecting the map, click "Delete."

A confirmation message will appear at the top of the screen to confirm the map has been deleted.

Heatmap

The heatmap feature is a powerful visualization tool that uses color gradients to represent the concentration of data points on a map. This allows you to quickly identify areas with a high density of pins, making it easier to analyze spatial data patterns. The intensity of the color on the heatmap corresponds to the number of pins in a particular area—the more pins, the larger and more intense the heatmap signature. This is particularly useful for visualizing data such as customer locations, sales regions, or service coverage areas, providing a clear and immediate understanding of data distribution and hotspots.

How to Enable the Heatmap:

1. Enable the Heatmap:

•  On the map sidebar, click the heatmap icon.

2. View the Heatmap:

• The heatmap view will be displayed. A dot will appear in the bottom right corner of the heatmap icon to indicate that it is currently active.

3. Disable the Heatmap:

• To turn off the heatmap, click the heatmap icon again.
  

Select An Area

The Select An Area tool allows you to draw shapes on the map to define a specific area that includes map pins, making route planning quick and easy. Pins within the drawn area will be added as stops to the route.

Available Shapes:

• Square
• Circle
• Polygon
• Freehand (using your mouse)

How to Select an Area:

1. Open the Tool:

• Click the Select An Area icon (represented by a hexagon) on the map sidebar.

2. Choose a Shape:

• Select the desired shape or the freehand option.

3. Confirm Selection Mode:

• Once you've chosen your shape, a dot will appear in the lower right corner of the Select An Area icon, indicating that the selection mode is active.

4. Drawing the Shapes:

  - Square or Circle:

• Click near the area you want to select.
• Drag the mouse to draw the shape around the desired area.
• Click again to complete the selection.

  - Polygon:

• Click near the area you want to select.
• Move the cursor to a second point and click to add a vertex.
• Continue clicking to define the shape.
• Double-click to complete the selection.

  - Freehand:

• Click near the area you want to select and hold the mouse button.
• Drag the cursor around the area.
• Release the mouse button to complete the selection.

Finalizing the Selection:

• The selected area will be highlighted on the map.
• Clicking within the selected area will provide options to add the pins in the selected area to a route or delete the area.

Choose View

The map view can be updated using the "Choose View" menu, accessed via the button at the bottom right of the map component.

There are four settings available:

• Map View: The standard view that shows streets, landmarks, and other basic geographical features. It provides a clear and simple representation of the area.
• Satellite: Aerial imagery of the area, showing detailed, real-world photos from above. This view helps users understand the terrain and actual appearance of buildings and landscapes.
• Traffic Conditions: A live update of current traffic flow and congestion on the roads. It uses color coding (e.g., green for smooth traffic, and red for heavy congestion) to indicate traffic speed and density.
• Show Traffic Incidents: Displays real-time information about traffic incidents such as accidents, road closures, and construction zones. This view helps users anticipate and navigate around potential delays.