How to create custom formula fields for check-in duration that display on Salesforce Maps markers

using Coefficient excel Add-in (500k+ users)

Learn how to calculate check-in duration fields and explore options for displaying custom data on Salesforce Maps markers with practical workarounds.

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While you can’t directly make custom duration fields display on Salesforce Maps markers through external tools, you can calculate duration fields and potentially export them back to Salesforce for marker display.

Here’s how to handle the duration calculation and data preparation aspects, plus alternative approaches for comprehensive visit analysis.

Calculate duration fields and export back to Salesforce using Coefficient

Coefficient can help with duration calculations and data preparation, though displaying custom fields on Maps markers depends on Salesforce Maps’ native capabilities. The platform typically shows limited predefined fields on markers, and custom calculated fields may not be supported for direct marker display in Salesforce .

How to make it work

Step 1. Import check-in and check-out data for duration calculations.

Pull your visit tracking data from Salesforce Maps objects, including check-in times, check-out times, and related visit information. This gives you the raw data needed for duration calculations.

Step 2. Calculate visit duration using Formula Auto Fill Down.

Create a formula like =B2-A2 (checkout time minus check-in time) to calculate visit duration. Coefficient’s Formula Auto Fill Down feature automatically applies this calculation to new rows during data refreshes.

Step 3. Export calculated duration back to Salesforce custom fields.

Use Coefficient’s Scheduled Exports feature to push your calculated duration fields back to custom fields on relevant Salesforce objects. This creates standardized duration data that Salesforce Maps might be able to reference for marker display.

Step 4. Test marker display capabilities within Salesforce Maps.

Check if Salesforce Maps supports displaying your custom duration fields on markers. This depends on Maps’ native field display capabilities, which may be limited to predefined field types.

Step 5. Build comprehensive external dashboards as an alternative.

Create detailed visit analysis reports that include duration calculations alongside territory and marker information in external dashboards. This provides the analytical value of duration metrics without marker display constraints.

Get the duration analysis you need

While direct marker display may be limited, this approach provides comprehensive visit duration analysis with automated calculations and the potential for Salesforce integration. Start calculating your visit duration metrics today.

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