Since Salesforce Maps cannot natively combine time-based visit data with geographic marker information in unified reports, you need a workaround solution that consolidates these separate datasets.
Here’s how to create comprehensive reports that exceed native Salesforce Maps capabilities while maintaining automated data synchronization.
Use Coefficient as your primary workaround solution
Coefficient specializes in creating workaround solutions for Salesforce reporting limitations. It serves as an external consolidation platform that can import from both temporal and spatial data sources simultaneously, then establish relationships that Salesforce Maps cannot create natively.
How to make it work
Step 1. Configure imports from visit tracking and geographic objects.
Set up imports from visit tracking objects (check-in times, duration data) and geographic objects (territories, marker layers) using Coefficient’s object import functionality. This pulls both temporal and spatial datasets into your spreadsheet simultaneously.
Step 2. Build relationships using common identifiers.
Use VLOOKUP or INDEX/MATCH formulas to connect time-based data with geographic assignments through fields like Rep ID, Territory ID, or Location coordinates. This creates the unified view that Salesforce Maps cannot provide.
Step 3. Implement automated duration calculations.
Use Formula Auto Fill Down to automatically calculate visit duration as new check-in data syncs. Create formulas like =B2-A2 (checkout minus check-in time) that apply to new rows during each refresh cycle.
Step 4. Create comprehensive geographic analysis with pivot tables.
Build pivot tables showing visit patterns by territory, region, or marker layer category. Analyze rep performance metrics alongside territorial context, historical trending by geographic region, and field service activity with territorial assignments.
Step 5. Schedule automated refresh for ongoing operational use.
Set up hourly or daily data updates to maintain current information without manual intervention. Your workaround reports stay synchronized with Salesforce Maps activity automatically.
Get comprehensive field service time tracking analysis
This workaround provides capabilities that exceed native Salesforce Maps reporting, delivering combined temporal and spatial analysis with automated synchronization for ongoing operational use. Build your comprehensive territory reports today.