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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Yes, you can extract and combine Salesforce Maps check-in data with marker layer information using external reporting tools, but most solutions require complex API development work.
Here’s how to accomplish this data extraction without technical development using a no-code approach that delivers superior results.
Use Coefficient for no-code Salesforce Maps data extraction
Coefficient serves as the ideal external reporting tool for consolidating Salesforce Maps data without requiring API expertise. Unlike custom development approaches, you can extract and merge this information in minutes rather than development cycles with Salesforce integration.
How to make it work
Step 1. Set up imports for check-in and visit data.
Configure imports from your visit tracking objects (Visit__c, Check_In__c) to pull check-in/check-out records with timestamps, duration calculations, and user visit logs. Include geographic coordinates and location details for comprehensive rep activity reporting.
Step 2. Import territory assignments and marker layer attributes.
Create additional imports from territory management objects to capture marker layer information, including territory colors, geographic boundaries, and layer categories. Pull related account and contact information for complete context.
Step 3. Apply filters for specific analysis needs.
Use Coefficient’s AND/OR filter logic to pull data for specific time periods, geographic regions, or rep territories. This lets you focus your analysis on relevant segments without importing unnecessary data.
Step 4. Calculate visit duration and performance metrics.
Create calculated columns using Formula Auto Fill Down to automatically compute visit duration, territory coverage metrics, and rep performance indicators. These formulas apply to new data during each refresh cycle.
Step 5. Schedule automated data refreshes.
Set up refresh schedules from hourly to weekly to maintain current data without manual intervention. Your external reports stay synchronized with Salesforce Maps activity automatically.
Get comprehensive spatial-temporal data analysis
This approach eliminates complex API development while providing superior data consolidation capabilities that exceed Salesforce Maps’ native reporting constraints. Start building your comprehensive territory dashboards today.
