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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.”
Salesforce Maps stores time tracking data and geographic marker layers in completely separate objects, making cross-object reporting impossible within the platform’s native framework.
Here’s why this architectural separation exists and how to work around it for comprehensive territory analysis.
The platform treats temporal and spatial data as distinct dimensions
Salesforce Maps separates these data types because visit tracking focuses on chronological events while marker layers prioritize geographic visualization. The platform lacks built-in relationship mapping between time-based visit logs and territorial assignments, preventing the unified reporting you need for comprehensive Salesforce analysis.
How to make it work
Step 1. Import both datasets using Coefficient as your consolidation tool.
Coefficient can pull from multiple Salesforce objects simultaneously, importing visit tracking records from check-in objects and marker layer information from territory objects. This bypasses Maps’ architectural limitations entirely.
Step 2. Establish relationships using common identifiers.
Once both datasets are in your spreadsheet, use fields like User ID, Territory ID, or Location coordinates to connect time-based data with geographic assignments. VLOOKUP and INDEX/MATCH formulas work perfectly for this.
Step 3. Create calculated fields for comprehensive analysis.
Build formulas for visit duration alongside territory marker colors and layer attributes. You can now analyze patterns like average visit time by territory color or rep performance across different geographic regions.
Step 4. Set up automated refresh scheduling.
Configure hourly or daily data updates to maintain current information without manual intervention. Your unified reports stay synchronized with Salesforce Maps activity automatically.
Build the geographic data consolidation Maps can’t provide
This approach delivers integrated reporting capabilities that overcome Salesforce Maps’ architectural separation, giving you comprehensive spatial-temporal analysis for better field service management. Create your unified territory reports today.
