Vision-e Maps Mapping Software User Guide

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Document
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Version.0
Section
Page
1.0
ManageUserLicenses
3
1.1
GeocodingYourRecords
4
1.2
EnablingCustomObjects
5
1.3
CreateaMap
5
1.4
ImportReport
6
1.5
EditaMap
6
1.6
CloneaMap
7
1.7
DeleteaMap
7
1.8
DrillingDownIntoYourRecords
8
1.9
CustomizingyourInfoWindow
8
2.0
Drawing
9
2.1
ChangeRecordOwners
10
2.2
MassFieldUpdate
11
2.3
ExportaMap
11
2.4
Plotter
12
2.5
DistanceOverlay
12
2.6
MapDisplay
13
2.7
MapStyles
14
2.8
MapVisualizations
14
2.9
CustomizePinColors
14
3.0
Permalinks
15
3.1
MapTabs
15
3.2
CombiningMaps
15
3.3
ShareAMap
16
3.4
MapChatter
16
3.5
DrivingDirections
17
3.6
Roll-Up
19
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3.7
AddCampaignMembers
19
3.8
Maps‘MapIt’Button
20
3.9
Map-BZFST
22
4.0
$VTUPN.BQ-BZFST
22
4.1
DeterminingYourVersionNumber
2
4.2
ActivatingMapsforSalesforce1
23
4.3
UninstallingMaps
23
4.4
FrequentlyAskedQuestions
2
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1.0 ManageUserLicenses
Mapsislicensedbysubscription,thereforeusersmusthaveacurrentuserlicensetoaccessMaps.To
obtainadditionallicensesforyourorganizationpleasecontactusatsupport@Visione.com.
AddingUsers
1 ClickYourName&gt;Setup&gt;InstalledPackages.SelectManageLicensesnexttotheMapsPackage.
2 ClickAddUsers.
3 SelecttheusersyouwishtoaddfromtheAvailableUserslist.Youcanaddoneuseratatimeby
checkingtheboxnexttotheusername,oryoucanaddallusersbyclickingAddAllUsers.
4 Theusersyou’veselectedwillappearintheSelectedUserssection.
5 Onceyou’veselectedalloftheusersyouwishtoadd,clickAdd.
6 YouwillberedirectedtotheMapsPackageDetailsscreen.Theusersyouaddedwillbelistedinthe
LicensedUserssection.
RemovingIndividualUsers
1 ClickYourName&gt;Setup&gt;InstalledPackages.SelectManageLicensesnexttotheMapsPackage.
2 Toremoveindividualusers,clicktheRemovelinktotheleftoftheusernameintheLicensedUsers
section.
3 Apopupwillappearaskingifyouaresureyou’dliketoremovetheuser.ClickOktocontinue.
4 TheUserwillnolongerappearintheLicensedUserssection.
RemovingMultipleUsers
1 ClickYourName&gt;Setup&gt;InstalledPackages.SelectManageLicensesnexttotheMapsPackage.
2 ClickRemoveMultipleUsers.YouwillberedirectedtotheMapsRemoveUsersscreen.
3 SelecttheusersyouwishtoremovefromtheLicensedUserslist.Youcanremoveoneuserata
timebycheckingtheboxnexttotheusername,oryoucanremoveallusersbyclickingRemoveAll
Users.
4 Theusersyou’veselectedwillappearintheSelectedforRemovalsection.
5 Onceyou’veselectedalloftheusersyouwishtoremove,clickRemove.
6 YouwillberedirectedtotheMapsPackageDetailsscreen.Theusersyouremovedwillnolonger
beincludedintheLicensedUserssection.
ReviewCurrentSubscriptionSummary
Youcancheckthestatusofyourorganization'ssubscriptiontoMapsbyreviewingthePackageDetails.
1 ClickYourName&gt;Setup&gt;InstalledPackages.SelectManageLicensesnexttotheMapsPackage.
2 ReviewthePackageDetailstoseehowmanylicensesyourorganizationhassubscribedto,the
numberoflicensesinuseandthedatethelicensesexpire.
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1.1 GeocodingYourRecords
PriortocreatingyourMaps,youwillneedtoensurethatalloftherecordsinyourSalesforcedatabasehave
beengeocoded.Thegeocodeprocesswillconverttheaddressofyourrecordintomap-ablecoordinates,
thatisLatitudeandLongitude.Thisisnormallyreservedtobeaone-timeprocessorwheneveryour
addresseschange.Withthelatestversion,therearetwowaystodothis:
StandardMode:
1
2
3
4
ClickthetabGeocodes.Consultyoursystemadministratorifyoudonotseethistab.
IfyourpageopensinAdvancedMode,clicktheSwitchtoStandardModebutton.
Onceyou’reviewingtheEasyGeocoder,clickStartNowunderStep1:Geocode
WhenGeocodingiscompleteforStep1,clickonStartNowunderStep2:Downloadtocomplete
geocodingforallrecords.You’rethenreadytocreatemaps.
AdvancedMode:
1
2
3
4
5
6
7
ClickthetabGeocodes.Consultyoursystemadministratorifyoudonotseethistab.Ifyouare
viewingtheEasyGeocoder,clickonShowAdvancedModeonthebottomrightcornerofyour
screen.
Next,tobegingeocoding,selecttheoption(s)GeocodeAccount,GeocodeContact,andetc.for
eachobjectdisplayedintheOptionscolumnforMySalesforceObjectsyouwishtogeocode.
YouwillreceiveapopupdialogboxwiththeJobID#assignedtothebulkgeocodingjob.ClickOkto
continue.
UnderMyActiveGeocodingJobs,youwillbeabletokeeptrackofyourgeocodingbyclickingonthe
RefreshStatusbutton.Forbestpractice,continueclickingonRefreshStatustoviewwhichobjects
havesuccessfullybeengeocoded.
Oncethegeocodingforyourchosenobject(s)aredone,clickonDownloadtoSalesforceunderMy
ActiveGeocodingJobs.
TheGeocodeSyncscreendisplaysinformationregardingthelastGeocodingJob.SelectUpdate
SalesforcewithmyGeocodestosynchronizeyourSalesforcerecordswiththeresultsfromyour
geocodeoperation.
ThestatusoftheGeocodingjobwillbeUploadingwhilethesynchronizationistakingplace.Once
thesynchronizationhascompleted,thejobstatuswillbeUploadedandtherecordswillbeavailable
forMapping.
Pleasenote:TheGeocodingprocessmaytakesometimedependingonhowlargeyourdatacountis
withinyourSalesforceinstance.Ifthisprocesstakesquiteawhile,pleasefeelfreetocontactaVision-e
SupportRepresentative.
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1.2 EnablingCustomObjects
MapssupportsgeocodingandMappingCustomobjects.Togeocodeacustomobjectyouneedtoenable
theobjectintheGeocoderanddefinetheaddressfieldsforthatobject.Thestepstodothisareoutlined
below.
1
2
3
4
ClickonthetabGeocodes.Ifyoudonotseethistab,itisnotvisibleonyourprofile.Seeyour
systemadministratorinthatcase.
ClickthebuttonManageCustomObjects.
SelecttheobjectfromthePickacustomobjectdropdownlist.Dragtheaddressfieldstothe
appropriateboxesontherighthandsideofthescreen;thismapstherequiredfieldsforgeocoding
yourrecords.
ReviewandclickSaveMySettingsandyouwillberedirectedtotheGeocodeSummaryscreen.
Yourcustomobjectisreadyformapping.
Keepinmindthatyoustillneedtogeocodetherecordsinyourcustomobject.ClickLaunchCountingJobto
refreshtheaddressesthatneedtobegeocoded.TolearnmoreaboutGeocodingYourRecords,seeSection
1.1GeocodingYourRecords.
1.3 CreateaMap
MapMakerallowsyoutocreatecustommapsusinganystandardorcustomSalesforceobject.Findyour
datausingasimplepointandclickwizards.
1
2
3
4
TocreateaMap,clickontheMapMakertab.SelecttheSalesforceobjectyouwishtomapfrom
theCreateanewmap:drop-downlist.NOTE:Inordertomapacustomobjectyoumustfirst
enableitusingtheGeocoder.Formoreinformationonhowtoenablecustomobjects,seesection
1.2EnablingCustomObjects.
ClickContinuetoproceed.YouhavetheoptionofrefiningyourqueryresultsusingStandard
Salesforcefilteringlogic.Selectthefieldsyouwishtofilter,enterthequeryconditionandthe
valuesoftherecordsyouwishtoappearonyourmap.
Onceyouhaveaddedallofyourfilters,clickContinue.Iftheobjectcontainsmorethanoneaddress
typeyouwillbepromptedtoverifywhichaddresstypetouseforthemap(forexample:Billing
AddressorShippingAddress.)
EnteradescriptiveanduniquenameforyourmapthenclickFinishandSave.Allsavedmapsare
accessiblefromtheSavedMaps:tab.
NOTE:WhenaddingMapFilterskeepinmindthefollowing:
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•
•
•
Youwillonlyseethefieldsthatyouhaveaccesstowhenfiltering.
Youmayselectmultiplevaluesforyourfilteringcriteria.Eachvalueneedstobedelimitedbya
comma(forexample:Industryequalsbanking,other)
Dependingonthefieldtypeselected,theDonditionswillvary.Forexample,textbased
fields
willhaveequaltoornotequaltoconditionswhileintegerordatebasedfieldscanbelessthan,
greaterthan,greaterorequal,etc.
1.4 ImportReport
UsershavetheabilitytocreateamapwithinMapsusingtheImportReportfeature.ThisallowsforaMaps
usertoselectareportthey’vecreatedwithatleastonefilterandgraphicallydisplaythereportasamap
withinourmappingsolutiontool.Inordertodoso,pleasefollowthesesteps:
1.
2.
3.
4.
5.
6.
7.
8.
ClickontheMapMakertab.
SelectthetypeofmapyouwishtocreatefromthedropdownmenuandclickonContinue.
Next,clickontheImportReportbutton.
Oncethepop-upappears,selectthereportyouwishtousefromthedropdownmenuandclickon
ImportFilters.
Onceallfiltersaredisplayed,clickonContinue.
ConfirmwhichAddressTypeyouwanttouseandclickonContinue.
You’llnote,themapnamewillautomaticallybereflectedasthereportname.Youcaneditthemap
nameifyouwantbyclickinginthetextbox.
Whenready,clickonFinishandSavetocompleteyourmap.
Note:Whenselectingyourreport,Mapsdoesnotsupportreportsthatshowmultipleobjectsinone,such
asAccounts&amp;Contactsreporttypes.
1.5 EditaMap
Asyourmappingneedsordatachangesyoumayfinditnecessarytoupdateyourexistingmapsaccordingly.
Youcanquicklyandeasilymakechangestothefilteringcriteriaforanexistingmapfollowingthesteps
outlinedbelow.
1
2
Toeditanexistingmap,clicktheSavedMapstab.SelectthemapfromtheHereareyoursaved
maps:dropdownlist.Inordertoeditmap,youmustbethepersonwhocreatedthemap.You
cannoteditmapsthathavebeensharedwithyou.
Onceyourmaphasfullyloaded,clicktheEdit/DeleteThisMapiconfromthemaptoolbarandclick
EditMapFiltersfromthepopoutmenu.
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4
5
YourMapMakerfilteroptionswillappear.Youhavetheoptionofrefiningyourqueryresultsusing
standardSalesforcefilteringlogic.Youmaywishtoaddanewfieldtofilterbyormodifythe
selectioncriteriaforexistingfilters.Onceyou’vecompletedmodifyingfilteringcriteria,click
Continue.
Ifthemapobjectcontainsmorethanoneaddresstypeyouwillbepromptedtoverifywhich
addresstypetouseforthemap.(Forexample:BillingAddressorShippingAddress)
Ifyouwishtokeepthemapnamethesame,clickFinishandSave.Tosavethemaptoadifferent
name,changethemapname,andthenclickFinishandSave.
1.6 CloneaMap
Mapsletsyoucloneanexistingmap,savingyoutimeandeffortcustomizinganewmapwhenallthatis
requiredisafewsimplemodificationstoanexistingmap.
1
2
3
4
TocloneaMap,clicktheSavedMapstab.SelectthemapfromtheHereareyoursavedmaps:drop
downlist.
Onceyourmaphasfullyloaded,clicktheGeariconfromthemaptoolbarandclickCloneThisMap
fromthepopoutmenu.
Apopupwillappearaskingifyou’resureyou’dliketoclonethismap.ClickYes,Clonetocontinue.
Youwillreceiveaconfirmationthatthemaphasbeencloned.ThemapwillappearintheSaved
MapsdropdownlistasClonedMapNameCloned.
1.7 DeleteaMap
YouhavetheflexibilityinMapstodeleteamapyou’vecreated.Theremaybeoccasionswhenamap
you’vecreatedbecomesobsoleteoryouwanttocreateanewmapwiththesamenamewithdifferent
criteria.
1
2
3
4
5
6
TodeleteaMap,clickonSavedMaps,toopenthemapyouwishtodelete.
SelecttheMapyouwishtodeletefromthedropdownlistandclickLoadMap.NOTE:Amapcan
onlybedeletedbytheuserthatcreatedthemap.
Onceyourmaphasfullyloaded,clicktheEdit/DeleteThisMapicononthemaptoolbar.
Fromthepopoutmenu,clickDeleteThisMap.
SelectYes,Removetodeletethemap.
AfterSelectingYes,Remove,youwillreceiveaconfirmationthatthemaphasbeendeleted.
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1.8 DrillingDownIntoYourRecords
Whenyourmapinitiallyloads,abroadgeographicareawillbedisplayed.Thereareseveralwaystoview
anddrilldownonyourmaptoviewyourrecords.
Clustering:
Thehighestlevelofclusteringonthemapisdenotedbyacaptionboxwithanumberinthecenter.This
representsaclusterofmarkers,whichyoucandrilldowninto.
FromtheMap:
1 Clickonthecaptionboxwiththenumberinthecenter.
2 Themapwillzoomdownandthepinswillappearonthemap.
Thenextlevelofclusteringoccurswhenmanypinsareontopofeachother;whichcouldrepresent
addresseswithinthesamebuilding.
1 Whenclickingonasinglepin,thepinswillexpandintoa“spiderview”breakingoutintoseveral
otherpinsthatsharethesameaddress.
2 Youwillbeabletoselectindividuallocations.
TosearchforalocationonyourmapbyName:
1 FromtheAllRecordstab,enterthelocationnameorpartiallocationnameintheFiltertextbox.
2 Clicktheboxwiththelocationname.Thiswilltakeyoudirectlytothelocationonyourmap.
3 Thepinforthelocationyouselectedwill‘jump’andtheInfoWindowforthelocationwillbe
displayed.
ToviewthelocationrecorddetailinSalesforce:
1 ClickonthelocationpinsothattheInfoWindowpopsup.
2 ClickonViewRecord.
3 Thedetailrecordforthelocationwillopenupinanewtab.
1.9 CustomizingyourInfoWindow
Whenauserclicksonapininacreatedorsharedmap,apopupappearsshowingspecificfieldsaboutthe
pinpoint’srecord.ThispopupwindowiscalledtheInfoWindow.UserscancustomizethisInfoWindowto
includemorefields.Here’show:
1
2
ClickontheEdit/DeletethisMapiconandchooseModifyInfoWindow.
ClickonthedropdownlistwithintheInfoWindowPopupCustomizationwindowtoselectafieldto
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include.
Onceyou’vechosenallthedesiredfields,draganddropeachfieldtochangetheorderthey’re
displayedintheInfoWindow.
ClickontheSavebuttonwhendone.
Pleasenote:AnyfieldsincludedwithinyourInfoWindowwillappearasnewcolumnswithinyourExcel
spreadsheetwhenyouchoosetoExportyourData.Foranyassistanceonknowinghowtoexportfrom
Maps,pleaserefertoSection2.2
2.0 Drawing
Mapshasadrawingtoolthatallowsyoutodrawonyourmapwithapenandcreateunique
geographicboundaries.Asyoudrawonyourmap,theSFHJPOyouhavedrawnissaved
automaticallyandviewablebyusersyouhavesharedyourmapwith.
DrawaNewGeographicBoundary:
1 $MJDLUIFQFODJMCPYJDPOGSPNUIFNBQUPPMCBS&quot;NFOVXJMMBQQFBSXJUITIBQFPQUJPOT
2
$IPPTFUIF3FDUBOHMFPS$JSDMFUPDMJDLBOEESBHUPEFGJOFUIFCPVOEBSZ$IPPTFUIF1PMZHPOUP
DSFBUFDMFBOCPVOEBSZMJOFTPSUIF1BJOUCSVTIUPGSFFIBOEUIFCPVOEBSZ
3
5IFMPDBUJPOTFODBQTVMBUFEXJUIJOUIFESBXOCPVOEBSZBSFMJTUFECZOBNFJOUIF*OTJEF#PVOEBSZ
UBCXJUIMPDBUJPOEFUBJMT'PSJOGPSNBUJPOPOFYQPSUJOHUIFTFMPDBUJPOEFUBJMTSFGFSUP&amp;YQPSUB.BQ
ChangethePenColor:
1
2
3
$MJDLUIFDPMPSCPYMPDBUFEVOEFSOFBUIUIFESBXJOHUPPM Acolorpalettewillopen.
Clickthecoloryouwouldliketodrawwith.
ClickthepencilboxicontoreturntothedrawingtooM.
LabelingaGeographicBoundary:
1
2
3
Onceyou’veESBXOanewboundaryonyourmap,alabelisautomaticallycreatedwithinthat
region.
ToEdittheLabelName,clickinthelabelandapop-upwillappearcalledChangeShapeTitle.Type
intheNewNametonametheGeographicBoundary.
Whendone,clickOk,Save.
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Pleasenote:AsyoucontinuetodrawmorethanoneGeographicBoundaryonyourmap,.BQTwill
automaticallychooseadifferentcolorforyoutouse.Youcancompletetheprevious3steps,ifyouwishto
chooseaspecificcolor.
DrawingaNewGeographicBoundarywithinanExistingDrawnBoundary:
1
AusercandrawseparateGeographicBoundarieswithinanalreadyexistingDrawnBoundaryif
specificpinpointsneedseparateattentionfromtheoverallhighlightedregion.
JoiningGeographicBoundariesonyourMap:
1
2
3
Whenauserwantstojoinmorethanonehighlightedboundary,rightclickonthedesiredboundary
andchooseJoinwithShape.
WhentheAttachtoExistingShapepop-upappears,clickonthedropdownlistforAttachtoShape:
tochoosewhichoftheGeographicBoundariesyouwanttojointhatshapewith.
Oncedone,clickonOk,Saveforjoiningofshapestobefinalized.
ToggleShapeEditor:
AfteraGeographicBoundaryisdrawnonamap,theuserwillhavetheabilitytoedittheshapeofthe
boundaryafterwards.Here’show:
1
2
3
4
5
RightclickontheGeographicBoundaryyouwishtoedit.
ChooseToggleShapeEditor.
Begindraggingtheboundarypoints(whitedots)toedittheshape.
Foreveryedityoudo,anUndobuttonwillappeartocancelyourlatestchange.
Oncedone,repeatStep1andStep2tosaveallchanges.
2.1 ChangeRecordOwners
MapsallowsforausertoreassignRecordOwnersrightfromthecreatedmaps.Inordertodothis,follow
thesesteps:
1
2
3
4
UsetheDrawToolinordertohighlighttherecordsyouwishtochangeowners.
Next,rightclickonthedrawnGeographicBoundaryandchooseChangeRecordOwners.
OncetheNewOwnerAssignmentpop-upappears,clickonthedropdownlisttoviewwhichuser
youwishtobethenewownerforthosehighlightedrecords.
Finally,clickonYes,TransferNowbuttontocompletethisaction.
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2.2 MassFieldUpdate
WithMaps,usershavetheabilitytodoamassfieldupdatetoanyrecordsontheirmap.Inordertodothis,
pleasefollowthesesteps:
1
2
3
4
5
UsetheDrawTooltohighlighttherecordsyouwishtodoafieldupdate.
Next,rightclickonthedrawnGeographicBoundaryandchooseMassFieldUpdate.
OncetheMassUpdatepop-upappears,selectthefieldfromthedrop-downtoupdateandreplace.
Whenthefieldischosen,typeintheNewFieldvalueyouwishtoupdatewith.
ClickonYes,UpdateNowwhendone.
2.3 ExportaMap
Spendlesstimeplanningandcreatinglistsusingthefreeformdrawingtooltoquicklycreateatargetlist
fromyourMaps.Thistoolalsomakesagreatterritorymanager;simplydrawtheboundariesforaterritory
andexportthelisttoassignownershipoftherecords.FormoreinformationonusingtheDrawingtoolsee
section1.8Drawing.
1
Usethefreeformdrawingtooltodrawaboundaryonyourmapencapsulatingthelocationsyou
wishtoexport.Formoreinformationonusingthefreeformdrawingtool,clickhere.Thelocations
withintheboundarywillbelistedundertheInsideBoundarytab.
2
ClickExporttoExcel.ChooseOpenwithExcelorSaveFile.ClickOk.
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2.4 Plotter
Userscanmanuallyinputapinpointontheirmapusingthisfeature.Plotterpinpointscanbeusefulin
planningoutyourtripusingtheTripPlanner,searchingaradiusaroundyourcurrentlocation,andetc.A
plottercanbeusedtofindaspecificaddress,zipcode,city,andsoforth.Inordertodo,followthesesteps:
1
2
3
ClickonthePlottertabintheMapMakerbox.
TypeinanaddresstodisplayonthemapandclicktheADDbutton.
YourmapwillautomaticallyzoomintowherethePlotterpinpointisdropped.
Pleasenote:IfauseronlyaddsazipcodeorCity/StatefieldasthePlotteroption,thepinpointwillbe
droppedinthecenterofthatzipcodeorcity’sgeographicboundaryonthemap.
2.5 DistanceOverlay
ProximityOverlayallowsyoutomapoutlocationsthatarewithinacertaindistanceofanylocationona
map.
CreateaProximitySearch:
1
2
3
Clickanypinonyourmaptoestablishananchorpoint.Theselectedpinwill‘jump’.
FromthepinInfoWindow,clicktheRadiusbutton.
Acircleappearsonthemapwitharedpininthecenterofthecircle.Thedefaultradiusis
1.00km/0.62mile.
IncreaseorDecreasetheProximityRadius:
1
2
$MJDLUIFSFEBSSPXTPOUIFSBEJVTDJSDMFBOEESBHUPSFTJ[F
&quot;QPQVQNFTTBHFXJMMBQQFBSXJUIUIFOFXSBEJVTEFUBJMT
ChangeLocationoftheDistanceOverlay:
1
2
Dragtheredpinwiththeblackdottoanewlocationonthemap.
Thecenterpointwillbeautomaticallygeocoded,informingyouofthenewlocation
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2.6 MapDisplay
ThisfeatureincorporatedintoMapsgivesuserstheabilitytochoosehowtheMapappears.Oneclick
changestheMapDisplaytoRoad,Aerial,Satelliteorevenstreetlevelview.
ChangeMapDisplaytoRoad,AerialorSatelliteview:
1
2
3
ClickMapDisplaySettingsonthemaptoolbar.
ClicktheMapDisplayyouwishtoviewfromthepopoutmenu.
Yourmapviewisrefreshedwiththemapdisplayyou’vechosen
ShowStreetLevelView:
1
2
Dragthepersoniconlocatedatthe lower rightcornerofyourmaptothelocationonthemapyou
wishtoview.
Thestreetlevelviewforthelocationisdisplayed.
ExitStreetLevelView:
1
2
Clickthearrowintheupperlefthandcornerofthestreetlevelviewwindow.
Yourmapviewisdisplayed.
Note:Ifthestreet(s)whereyou’relookingtodrag-n-droptheMapsStreetViewaregrey,thismeansthat
GoogleMapsdoesnothavestreetviewimageryforthatlocation.
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2.7 MapStyles
AnotherfeatureincorporatedintoMapsistheabilitytochoosedifferentMapStyles.Thisfeatureallows
userstocustomizehowtheircreatedmapslook.
1
2
3
Tocustomizeyourmapwithdifferentstyles,clickontheEdit/DeletethisMapbuttonandchoose
ModifyMapStyle.
OncetheModifyMapStylepopupappears,clickonthedropdownlistinordertochooseanystyle
youwish.
ClickontheCLOSEbuttoninordertoimplementthatstyletoyourmap.
2.8 MapVisualizations
Mapsallowsuserstoviewlive,uptodate,TrafficPatterns,Weatherforecasts,andHeatmapvisualizations
ontheirmaps.
1
2
3
Toaddthesevisualizationstoyourmap,clickontheMapDisplaySettingsicon.
Next,choosewhichVisualizationyouwanttoaddtoyourmapbycheckingtheboxnexttothe
option.
Inordertoremovethesevisualizations,followthepreviousstepsanduncheckthebox.
2.9 CustomizePinColors
EachorganizationhasitsownwayofusingSalesforceincludingtheuseofcolortodifferentiatedata.With
Maps,youhavetheabilitytocustomizeupto25pincolors.Foreaseofusewerecommendlimitingpin
customizationsto5-10colorspermap.
1
2
3
4
5
Tocustomizepincolorsforamap,clicktheSavedMapstab.SelectthemapfromtheHereareyour
savedmaps:dropdownlist.Inordertocustomizethepincolorsforamap,youmustbethe
personwhocreatedthemap.ClickLoadMaptoloadthemap.
ClickCustomizeColorsfromthemaptoolbar. Select Markers.
ClickAddanewcolorrule+.
YoucancustomizeyourmappincolorsusingstandardSalesforcefilteringlogic.Selectthefield(s)
youwishtocustomizethepincolor.Thenentertheconditionandvalue(s).
Youcanalsorearrangetheorderofthepincolorrulesbydragginganddroppingthegreydotted
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boxaroundtherule.ClickSaveonceyouhavecompletedyourcustomizations.
Onceyouhavecustomizedyourpincolors,thepinsonyourmapwillautomaticallyupdateandyou
canviewthefilterlogicandcustommarkercolorsontheMapLegendtab.
3.0 Permalinks
ThePermalinkfeatureallowsyoutocreateandbookmarkapermanentURLforanymapyou’vecreated.
YourmapwillautomaticallyloadwithallofyourcustomizedsettingswheneverthePermalinkisloaded.
Youcanthensharethislinkwithotherusers.
1
2
3
4
TocreateaPermalinkforamap,clicktheSavedMapstab.SelectthemapfromtheHereareyour
savedmaps:dropdownlist.Inordertoshareamap,youmustbethepersonwhocreatedthemap.
ClickLoadMaptoloadthemap.
Onceyourmaphasfullyloaded,clicktheGeocodingSettingsicononthemaptoolbarandselect
GetPermalink.
AwindowwillpopupwiththeURLlinktothemap.
3.1 MapTabs
Mapshasapowerfulfeaturethatallowsuserstohavemultiplemapsopenatonetime.Eachmaploads
intoit’sowntab,allowingyoutoswitchbetweenmapsbysimplyclickingthetabforamap.Thismakesit
easytocompareyourAccounts,Leads,Opportunitiesandmoreside-by-sideinatabbedview.
1
2
3
ClicktheSavedMapstab.SelectthemapfromtheHereareyoursavedmaps:dropdownlist.
YourMapviewwillincludeallloadedmaps,eachwithanamedtab.
Tocloseamap,clickthe‘x’onthetop,rightcorneroftheTab.
Pleasenote:RepeatStep1forallthemapsyouwishtoopen.Youcanopenmapsthatyouhavecreatedas
wellasanymapsthathavebeensharedwithyou.
3.2 CombiningMaps
TheCombinedMapViewcondenseseverymapthatisopenintoonemap.TheCombinedMapView
inheritssettingsfromtheothermapssothatyourcustomizedsettingsareretainedinthecombinedview.
Thisisparticularlyusefulforviewingmultipleobjectsononemap,suchasAccountsandLeads.
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2
LoadthemapsyouwouldliketoappearintheCombinedMapView.
Whenmorethanonemapisloaded,theCombinedMapViewappearsautomatically.
NOTE:TheMapSettingsfortheCombinedMapViewcannotbeeditedand/orremoved.TheCombined
MapViewtabwillonlyappearwhenyouhaveopenedmorethanonemap.
3.3 ShareaMap
MapSharingisapowerfulfeatureallowingcollaborationbothamongteammembersandacrossdifferent
departmentsthatrelyonthesameinformation.Itprovidesaconsistentmethodologyforgeographically
organizingSalesforcedataandpreventsduplicationofeffort.
StandardMode:
1
2
3
4
ToshareaMap,clicktheSharedUserstab.
Next,clickontheClickhere to manage sharinglinkbelowyourSalesforcephoto.
Apopupwillappearonyourscreenthatwillallowyoutoselectusersyouwouldliketoshareyour
mapwithbytypingouttheirnames.
AfterclickingSave,apopupwillinformyouofyoursuccessfulshare.YourSharedUserstabwill
displayalluserssharingyourmap.Sharedusers,bydefault,haveRead-Onlyaccesstoyourmap(s).
AdvancedMode:
1
2
3
4
5
6
7
ToshareaMapclicktheSharedUserstab.
Next,clickontheClickherelinkbelowyourSalesforcephoto.
Apopupwillappearonyourscreen.ToaccesstheAdvancedModeforsharing,clickonthelink
statingClickhereforAdvancedMode.
YouwillthenbenavigatedtotheSharingDetailpageofyourmap.ClickontheAddbutton.
Youcanaccesswhoyouwishtoshareyourmapwithfromthedropdownmenu.
Onceyourdesiredoptionshavebeenaddedtothe‘ShareWith’list,youcanthenedittheAccess
LevelgrantedtothembyselectingReadOnlyorRead/WriteabovetheSavebutton.
Whendone,clickonSave.
Note:YoucanonlysharemapswithMapslicensedusersinyourSalesforce.comOrganization.
3.4 MapChatter
EachMaphasitsownuniqueMapChatterinstancethatisavailabletoanyuserthemaphasbeenshared
with.Toaccessthisfeature,followthesesteps:
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2
LoadtheMapyouwishtocollaborateonusingMapChatter.
TheMapChattertabwillreadMapChatter@MapName.MapChatterincludesstandard
SalesforceChatterfeaturessuchas:
a. Post–addandsharecommentsornewinformationregardingtheMap
b. File–attachafiletoyourpostfromyourdesktoporfromSalesforce
c. Link–postarelatedURLlink
d. Poll–createasurveypollthatuserscanvoteontodetermineopinionsamongusers.
3.5 DrivingDirections
Createturn-by-turndrivingdirectionsandoptimizeyourtraveltimeusingtheTripPlanner.Asyoubuild
yourtravelitinerary,yourmapupdatesdynamicallywithyourrouteplananddrivingdirectionsareaddedto
theTripPlanner.Youcaneasilyrearrangedestinationsinyourtravelitinerarybydragginganddropping
locations.
AddingaNewLocationtoyourTravelItinerary:
1
2
3
Clickthepinonyourmapforthelocationtobeaddedtoyourtravelitinerary.Theselectedpinwill
‘jump’.
FromthepinInfoWindow,clicktheDirectionsbutton.
YourlocationwillbeaddedtotheTripPlannerandadestinationpointwillbeaddedtotheroute
planonyourmap.
AddingNewLocationstoyourTravelItineraryUsingtheDrawToolFeature:
1
2
3
Chooseyourstartingpointbyfollowingthethreestepsabove.
ClickontheDrawToolbutton.HighlightyourGeographicBoundaryonthemaparoundthe
pinpointsyouwishtovisitinyourtrip.
Whentheboundaryhasbeendrawn,clickontheAutomobileiconontheboundary’sborder.This
willautomaticallypopulateyourTripPlanneritinerarywithallofthepinpointsintheshape.
ModifytheOrderofyourTravelItinerary:
1
2
FromtheTripPlanner,draganddropthedestinationsintheorderyouwishtovisitstartingfrom
lefttoright.
TherouteplanonyourmapandDrivingDirectionswillbeautomaticallyupdatedbasedonyour
changes.
PrintDrivingDirections:
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2
3
4
FromtheTripPlanner,clickPrintfromtheMyTravelDestinationssection.
Aseparatebrowserwindowwillpopupwithapreviewofyourdrivingdirections.
Useyourbrowser’sPrintfunctiontoprintyourdrivingdirections.
Yourdrivingdirectionswillbeprinted.
GoogleView
1
2
ClickontheGoogleViewbuttonbelowyourTripPlanneritinerary.
ThiswillautomaticallytransferyourplannedroutefromMapstoGoogleMapsonyourbrowser.
E-MailDrivingDirections:
3
4
ClickontheEmailbuttonbelowyourTripPlanneritinerary.
Thiswillgenerateanautomatice-mailtobesenttothee-mailaddressyouhavelistedwithinyour
Salesforceuserprofile.
ClearyourTravelDestinations:
1
ClickontheClearbuttonbelowyourTripPlanneritinerarytoremovealldestinationpoints.
LogaNewEvent:
1
2
3
4
FromtheTripPlanner,clickthelinkCreateNewEventfromtheDrivingDirectionssection.
ThestandardSalesforceNewEventwindowwillopeninaseparatetab.
EnterthedetailsoftheeventandclickSave.
TheeventisaddedtoyourSalesforcecalendar.
LogaNewTask:
1
2
3
4
FromtheTripPlanner,clickthelinkCreateNewTaskfromtheDrivingDirectionssection.
ThestandardSalesforceNewTaskwindowwillopeninaseparatetab.
EnterthedetailsoftheeventandclickSave.
ThetaskisaddedtoyourSalesforcecalendar.
RouteOptimizationfortheTripPlanner:
TotherightofMyTravelDestinations,theOptimizedTravelStopsinformstheuserthatthelistedroute
includesthemosttimeefficientorderofthechosenstops.Theoptimizedstopsareprioritizedbasedon
yourstartandendlocations,displayingthetotaltimesavedabove.
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3.6 Roll-Up
Roll-Upallowsforuserstodisplayroll-updatainsideoftheirGeographicBoundaryshapesdrawnontheir
map(s).Tobegin,followthesesteps:
1
2
3
4
5
6
7
UsetheDrawToolfeaturetohighlightaspecificareaonyourmaparoundpinpointsyouwishto
highlight.ForassistanceonhowtousetheDrawTool,pleaserefertoSection1.9.
Oncetheboundaryhasbeenhighlighted,clickontheRoll-upbuttonnexttotheAllRecordsand
InsideBoundarytabsonthebottom,rightcornerofyourscreen.
Next,clickontheNewShapeRollupbutton.TheRoll-UpFormulaEditorpopupwillthenappear.
ProvideyourRoll-UpwithauniquenameintheRollupNametextbox.
ThefirstdropdownlistwillprovideyouwithavailableSalesforceFieldstoincludewithinthe
formula.
TheOutputFormatdropdownlistwillprovideyouwithoptiononhowtheoutputresultscanbe
displayedwithinyourRoll-Up.
Somesimpleformulasinclude:
•
•
8
TodisplaytherecordcountwithintheGeographicBoundary’slabelforthehighlighted
region,typeincountwithintheFormulatextboxandclickSAVE.
TodisplayAnnualRevenue,choosetheAnnualRevenuefieldwithintheSalesforceField
dropdownandclickInsertField.ClickSavetofinalizethisformula.
AusercanchoosetoturnONorturnOFFtheRoll-UpswithintheirGeographicBoundariesby
clickingtheswitchnexttotheRoll-UpnameundertheRoll-Uptab.
3.7 AddCampaignMembers
Mapsuserscansavetimee-mailingtheirLeadsorContactsindividuallybyaddingthemtoanalready
existingemailmarketingcampaignyou’vebuiltwithinyourSalesforce.comOrganization.Inordertodoso,
pleasefollowthesesteps:
1
2
3
4
5
6
ClickontheSavedMapstabandselectaLeadorContactmap.
Oncethemaphasloaded,highlightagroupofpinsonyourmapusingtheDrawToolfeature.
Next,right-clickonthehighlightedregionandselectAddCampaignMembers.
Apopupwillthenappear.Fromhere,clickontheCampaignNamedropdownmenuandselectthe
emailcampaignbuiltwithinyourSalesforce.
Youwillthenbeabletoselectthestatusfortherecordsbeingaddedtothecampaign.
ClickonAddmembersnowinordertofinalizetheseactions.
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3.8 Maps‘MapIt’Button
Userscannowselectarecordasan“Anchor”andplotitonanexistingmap.Forexample,asalesrephasan
appointmentwithVision-e,anaccountinFairfield,NJ.Whileoutinthefield,thisrepwouldliketovisit
otheraccountsinthesamecity.FromtheVision-eAccountrecord,therepcanclicktheMapitbutton.
WhenthisMapsbuttonisclicked,therepwillbetakentoaselectionscreenthatcontainsallMapsthathe
orshehasaccessto,thatwerecreatedfromthesameobjectastherecordtheyoriginatedfrom–inthis
case,allAccountMaps.Inthisexample,thesalesrepwantstoseeallBankingAccountsinFairfield,NJ,so
thatmapisselected.
Oncethemapisopened,the“Anchor”recordwilldisplayasablackpinonthemapwiththeinfowindow
alreadyopen.AllotherpinsonthemaparethosethatmeettheMap’soriginalcriteria.Fromthispoint,the
repcanmapouthisorherdaybyutilizingtheTripPlannerfeature.
NowuserscanseehoweasyitistogofromarecordwithintheirSalesforcetothennavigatetoanalready
existingmapwithintheirMapsmappingsolutiontool,focusinginonthatexactrecord.
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IfyourSalesforceAdministratorwishestoaddthistoyourSalesforceOrganization,pleasefollowthese
steps:
1
2
3
4
5
6
7
8
FromtheSalesforceSetuppage,navigatetotheButton,Link,andActionssectionoftheobjectin
whichyouarelookingtoaddthenewbutton.
ClickNewButtonorLink
EnterMapsastheButtonLabelandName
ChangetheDisplayTypetoDetailPageButton
ChangetheBehaviorto“Displayinexistingwindowwithoutsidebarorheader”
ContentSourceshouldremainURL
LinkEncodingshouldremainUnicode(UTF-8)
Copyandpastetheappropriatelinklistedbelowintothetextareabasedupontheobjectinwhich
you’readdingtheMapsbutton.BesuretoeditthelinksothatitmatchesyourSalesforceinstance.
ClickSave.
Here’saSampleLinkfortheMapsbutton:
YourSalesforceInstance
ObjectVariableRecordID
ObjectAPIName
https://ifspmaps.cs14.visual.force.com/apex/MyMap?recordId={!Account.Id}&amp;object=Account
LinksforStandardObjects:
AccountObject-https://ifspmaps.xxxx*.visual.force.com/apex/MyMap?recordId={!Account.Id}&amp;object=Account
LeadObject-https://ifspmaps.xxxx*.visual.force.com/apex/MyMap?recordId={!Lead.Id}&amp;object=Lead
ContactObject-https://ifspmaps.xxxx*.visual.force.com/apex/MyMap?recordId={!Contact.Id}&amp;object=Contact
OpportunityObject-https://ifspmaps.xxxx*.visual.force.com/apex/MyMap?recordId={!Opportunity.Id}&amp;object=Opportunity
AssetObject-https://ifspmaps.xxxx*.visual.force.com/apex/MyMap?recordId={!Asset.Id}&amp;object=Asset
CampaignMemberObject-
https://ifspmaps.xxxx*.visual.force.com/apex/MyMap?recordId={!CampaignMember.Id}&amp;object=CampaignMember
EventObject-https://ifspmaps.xxxx*.visual.force.com/apex/MyMap?recordId={!Event.Id}&amp;object=Event
TaskObject-https://ifspmaps.xxxx*.visual.force.com/apex/MyMap?recordId={!Task.Id}&amp;object=Task
SampleLinkforCustomObject:
HumanResourceObject-
https://ifspmaps.xxxx*.visual.force.com/apex/MyMap?recordId={!Human_Resource__c.Id}&amp;object=Human_Resource__c
xxxx*=YourSalesforceInstance
9
AddthenewlycreatedMapsbuttontotheCustomButtonsectionofthePageLayout
• NavigatetothePageLayoutssectionoftheobjectinwhichyou’readdingthebuttonand
clickEditonthedesiredPageLayout.
• ClickontheButtonslistanddragyournewMapsbuttontotheCustomButtonssectionof
yourpagelayout.
• ClickSave.
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4.1 DeterminingYourVersionNumber
ToensurethatyouarerunningthelatestversionofMaps,youmayneedtoverifytheversionnumber
currentlyinstalled.Todeterminetheversionnumber:
•
•
ClickYourName&gt;Setup&gt;InstalledPackages.
TheversionnumberisdisplayedintheVersionNumbercolumn.
4.2 ActivatingMapsforSalesforce1
UsersworkingwithMapsnowhavefullmobilecapabilitiesinaccessingtheircreatedandsharedmaps
throughtheSalesforce1applicationontheirmobiledevices.Priortodoingso,pleasefollowthesestepsin
ordertoactivateMapsonSalesforce1:
(PUPZPVS4BMFTGPSDF4FUVQQBHF
$MJDLPO.PCJMF&quot;ENJOJTUSBUJPO
8IFOUIFQBHFJTEPOFMPBEJOHDMJDLPO4BMFTGPSDF/BWJHBUJPOCFMPXA.PCJMF&quot;ENJOJTUSBUJPO
$IPPTF.BQTGSPNUIFA&quot;WBJMBCMFMJTUBOEDMJDLUPBEEUIF.BQTPQUJPOJOUPh4FMFDUFEh-JTU
0ODF.BQTJTVOEFSUIFA4FMFDUFEMJTUDMJDL4BWF
0OZPVSNPCJMFEFWJDFPQFOUIF4BMFTGPSDFBQQMJDBUJPOBOEDMJDLPOUIFSFMBUFEMJTUJDPOPOUIF
UPQMFGUDPSOFSPGUIFTDSFFO
3FGSFTIUIFMJTUCZESBHHJOHZPVSGJOHFSUJQGSPNUPQUPCPUUPN.BQTXJMMBQQFBSCFMPXA&quot;QQT
Note:IfyouareinaGroupEditionSalesforceOrganization,MapsforSalesforce1isnotavailable.
4.3 UninstallingMaps
YouneedtobeauserwithSystemAdministratorprivilegestouninstallMaps.
1
2
3
ClickYourName&gt;Setup&gt;InstalledPackages.SelectUninstallnexttotheMapsPackage.
ReviewtheimpactofuninstallingtheMapspackage.
Scrolltothebottomofthescreenandchecktheboxtoconfirmthatyouwanttouninstallthis
packageanddeleteallassociatedcomponents.ClickUninstall.
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4.4 FrequentlyAskedQuestions
1
CanIinstallMapsinmySandbox?
Yes,sandboxissupported.
2
Whateditionsaresupported?
Developer,Professional,Group,Enterprise,UnlimitedEditions.
3
Howmuchdoesitcost?
Mapsislicensedbysubscription.PleasecontactaVision-erepresentativeforpricinginformation.
Makesuretoaskaboutanydiscountsorpromotionsavailableatthetime.
4
DoyouhaveHeatmaps?
Yes.Youcanaccessthisfeatureunderyourmap’sVisualizations.RefertoSection2.9intheHowto-Guide.
5
CanIshareamapwithauseroutsideofSalesforce?
ThePermalinkfeatureallowsforyoutocreateaURLLinkassociatedtothecreatedmapinorderto
distributeoutsideofSalesforce,butonlylicenseduserswillbeabletoviewthemap.
6
IsanyofmysensitiveinformationsavedonserversoutsideofSalesforce?
No.MapsisanativeVision-eAppandonlyusesyourSalesforcedata.Nodataisstoredonservers
outsideofyourSalesforceorg.
7
HowmanygeocodesamIallowedtoutilizeduringmytrialperiod?
Thereisnolimitontheamountofdatayoucangeocode.
8
HowmanygeocodesamIallowedwhenIsignup?
Youcangeocodeanunlimitednumberofrecords.However,largevolumeusersinexcessof
100,000recordsshouldcontactusforcoordinationtoexpeditetheprocess.
9
Howlongdoesittaketogeocode?
Thelargerthenumberofrecordsneededtogeocode,thelongeritmaytake.Pleasebepatient
duringthisprocess.PleaseconsultaVision-erepresentativeifthisprocesstakesalongtime.
10 Arecustomobjectssupported?
Yes.
11 CanIsaveamapforeveryonetosee?
YoucansaveamapandshareitwithotherlicensedMapsusers.YoucanalsocreateaPermalink
thatwillallowyoutosharealinktothemapwithotherlicensedMapsusers.
12 Ideletedamapbymistake,howdoIgetitback?
Deletedmapscanberestoredfromyourrecyclebin.
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13 WhatiPadcanbeusedwiththeMapsApp?
TheiPad2orlater.
14 DoesMapsrequiretheiPad?
/P.BQTJTGVMMZGVODUJPOBMJOBOZCSPXTFSEFTLUPQPSMBQUPQ5IF.PCJMFJ1BE&quot;QQJTOPU
SFRVJSFE
15 IsthemapsiPadAppsecure?
TheMapsAppusesSalesforce.comOAuthforasecureconnection.YoualsosetaPasscodetohelp
protecttheAppcontents.WhenaSalesforceUserlicensebecomesinactive,theywillbe
automaticallyloggedoutofSalesforcethedatabasewillbedeletedfromtheiPad.TheAppcanbe
reusedwithanotherActiveSalesforceaccount.
16 HowlongdoesittaketosetupMapsontheiPad?
TheMapsappinstallsfastandeasy.ThetimeittakestoimportyourdataonyouriPadwillbe
dependentonthenumberofrecordsandyourInternetconnection.Agoodinternetconnectionwill
import50,000recordsin20minutes.
17 HowmanyaccountscanIhaveontheiPadApp?
150,000orless.Ifyouhaveover150,000,werecommendyouuseyourbrowserandSalesforce
Touch.http://www.salesforce.com/sales-cloud/touch.jsp
18 AreyouSalesforcepartners?
Yes.WeareundercontractasapprovedSalesforceISVPartners
19 AreyouSecurityCertified?
Yes.Ourpubliccorporateclientsmaintainoursecuritymanualonfile.WeareofficiallySecurity
CertifiedunderSarbanesOxleyrequirementsandrenewoursecuritycertificationannually.
20 AreyouSalesforceCertified?
Yes.WehaveemployeesonstaffwithSalesforceAdministratorandDeveloperCertifications.
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Notes:
Vision-e
________________________________@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@
Visit us on theSalesforceAppExchange:
Apps
%PXOMPBEPVSJ04BQQTGPSUIFJ1IPOFBOE J1BECZWJTJUJOH
UIF&quot;QQ4UPSFBOETFBSDIJOHGPSiJO'JFME4BMFTQSPw
'PS(PPHMF1MBZTFBSDIGPS7JTJPOFF$PBDI
PS4DBOGPS4BMFTGPSDF
AdditionalSupport
______________________________________________________________________________________________________
Contactus:
E-mail: [email protected]
TollFree:(888)611-2679
8FCTJUFXXXWJTJPOFDPN
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