Salesforce Map
Seer Hong Hor
September 12, 2025
Delivering Growth – in Asia and Beyond.
Page 1
Agenda
1 Salesforce Map
2 How to install Salesforce app
3 SF SAP Integration
Page 2
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3 Salesforce Map
Page 3
Salesforce Map
Salesforce Map allows user to see customers in X radius based on the current location or
based on a chosen customer as the center point.
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Efficient Route Proximity-Based Selling Improved Customer
Planning Opportunities Experience
2
If a salesperson has meetings Customers within a radius By knowing which accounts
in a specific location, knowing might share similar market are nearby, reps can combine
3 which other accounts are conditions, distributors, or visits and offer more personal,
nearby allows them to plan competitors. frequent engagement without
additional visits. added cost
Identifying them
This minimizes travel time and geographically helps spot
cost, while maximizing face-to- cross-sell, upsell, or cluster-
face interactions in a single based campaigns.
trip.
Filter to show customers that: Open customer in Google Map
• Have In Progress Opportunity
• Have Installed Product
• Have not visited for more than a year Create a Visit directly
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Where to find the Salesforce Map
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3
2
2
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What is in Salesforce Map?
1
Red Icon shows the location of your
You can search the customer you want customers based on your filter
as the central point to view the nearby
2 customers.
The blue dot is your central point.
Adjust the radius from the central point By default, it’ll be your current
3 here. This will filter and show you only location. It can also be the
the customers within the radius from organization you chose as central
your central point. point.
You can filter your customers you want
to see based on these filters.
This shows you the full list of customers
Press here once you have confirmed all based on your filter.
your filters.
Press here if you want to remove all
your filters.
Page 6
How do you use it?
You can choose to open the organization
detail by clicking at the map or choose from
the list.
Then you choose what action you want to
take.
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How do you use it?
1 3
Open in Maps
Set as Center
You can Open in Google Map for direction.
You can set the customer as center point
Origin from the center point, to the chosen
of map.
customer’s address
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2
Create Visit
You can create a visit activity directly for
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planning your activity or recording your View People
activity. Default visits scheduled for 30 You can view who are the contacts
mins but you can change it when you close available, and you can call the person
your visit based on the actual time spent. directly.
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Call your customer from mobile
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3 2
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Salesforce in browser
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Page 10
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3 How to install Salesforce app
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How to install Salesforce app
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You can download the Search for Salesforce Install the Salesforce Your Salesforce Type: Login via your DKSH
Salesforce App via App account should be tec- email address and
Apple App Store, or linked to your Microsoft dksh.my.salesforce.com password.
Google Play Store account.
Use the Custom
Domain for login.
Page 12
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3 SF SAP Integration
Page 13
SF-SAP Customer Integration
1
SAP Customer Master Data Salesforce Organization Master Data
2 Hourly
Sold-to party New Address Sold-to party
Customer who place the order Update Address Customer who place the order
3 Payment Terms
Ship-to party Ship-to party
The recipient of the goods When Needed The recipient of the goods
Credit Limit
Bill-to party Credit Exposure Bill-to party
The party to whom the invoice sent The party to whom the invoice sent
Payer Payer
The entity responsible for paying the The entity responsible for paying the
invoice invoice
Master data consistency is the first step for smooth integration between different systems. Page 14
Why is it important for Order Handling?
Advantage End-to-end process integration Manual creation of Sales Order
Disadvantage
Required Seamless Order to Cash process Risk of having wrong data due to
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manual input
Reduce order processing time
Manual communication with order
2 Less manual data intervention processing team
3 SAP Sales SAP Delivery
Opportunity CPQ SF Order
Order Order
Sales can see all addresses in SAP Manual input address Who is the customer Wrong delivery destination
Can choose address in CPQ Manual communication with order
Where is the delivery destination Increase logistic cost
processing team
Improve credit management Who we need to invoice Late delivery
Reduce order processing time
Who is paying Customer dissatisfaction
Improve work efficiency
Page 15
Why is it important for Servicemax?
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Ship-To Ship-To Locations
• The recipient of the goods • The recipient of the goods • Address where Installed
2 Product is located
20894
3 Order Product (Sales Quote) Installed Product
• Equipment customer place order • Equipment with Serial Number
Also auto create
installation WO
Installation: 3179
Service Product (Service Work Order Paid service: 11963
Quote) • Service Job to assign to
• Services quoted to customer engineer
E.g. repair, adhoc services • Installation, Repair, PM, etc
872
Service Contract Product Service Contract
(Service Contract Quote) • Service contract with contract
• Service Contract quote to period, and entitlements.
YTD Record Created # customer
Page 16
How it will look like (in CPQ and Order)
Address Overview: Choose Ship-To:
Choose Sold-To: Update address manually:
Page 17
Thank you for your attention
Delivering Growth – in Asia and Beyond.
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