ProsperVue

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FAQs

How do I search for locations and records?

There are two places where you can search:

  • Left Panel
  • Bottom Panel

 

In the Left Panel, there’s a search box at the top. You can search Salesforce records, cities, states, landmarks like airports and convention centers. The location search works worldwide. When you search a location or a landmark and select it, the map will jump to that location. So when we select “Dallas, TX, USA” here, the map will jump and re-center over Dallas:

Left Panel Search

 

In the Bottom Panel, there’s a Search box at the top. You can search fields for the object’s records. In this example, the Accounts object. You can search obvious fields like Account Name. Also, you can use search as a way to filter accounts that appear on the map. Here, we typed “Trucking” to bring up all records in that Industry. Those are the pins that appear on the map. All pins from other industries disappeared. This is a trick to focus on certain data.

 

Bottom Panel Salesforce Object Search

 

Search has auto-complete that anticipates what you’re searching for, so sometimes you don’t have to type the whole word.

How do I change the objects and fields I see?

Your Salesforce Admin sets the objects and fields you see. If you need to see additional data in ProsperVue, check with your Salesforce Admin.

How do I see the details of a record on the map?

Place the cursor over the pin, and a pop-up box will appear with some details about the record. Then, click on the pin, and more information will appear in the Left Panel.

 

Record Details Pop Up

 

If you want to see the entire Salesforce record, place your cursor over the Name field in the pop-up box. It will turn into a hyperlink. Click on the link and the entire Salesforce record will open in a new window.

 

Open Entire Record

How can I see distance from a location? Like distance of a Lead from an Account?

You can open ProsperVue directly from a record like a Lead or an Account by clicking on the ProsperVue button at the top:

Open ProsperVue from a Record

ProsperVue will place a red pin – the ProsperVue icon – on the map where the record is located. In the Bottom Panel, all records are in order of geographic distance from this red pin. This is how you can easily see which records are closest to the pin. Distance is shown in miles. This is useful when you want to reference Accounts that are near a Lead.

Distance

In this example, most distance is showing 0 because the closest Accounts are all less than 1 mile from the Lead. But you can see Samurai Sams Teriyaki Grill is 1 mile from the Lead. (Hmmm wonder if they ever go there for lunch?) The distance will depend on how much data you have. If your Leads and Accounts are more spread out geographically, you might see 20, 50 or 100+ miles here.

How do I draw a geofence?

In the left toolbar – the “blue bar” – mouseover the polygon shape and a geofence selection will appear. You can choose a circle, rectangle or custom-drawn geofence. Choose the shape that fits your needs. Do you need a radius of 20 miles around a location? Do you need to draw a custom shape along a major travel route, like 3 miles on either side of a freeway?

 

How to Choose Geofence Shape

 

Here we chose the polygon and drew a custom shape:

 

Custom Geofence in Salesforce

 

Then, click inside the geofence and the “Mass Select Options” pop-up box appears. The options available depend on permissions set by your Salesforce Admin. They can include: Add to Campaign, Export to CSV, Change Owner. So, all records in the geofence could be added to a campaign or exported to CSV file. A handy territory management option is drawing a geofence to assign Salesforce records to users.

 

Actions After Drawing Geofence

How do I add records to a campaign?

There are two ways to add records to a campaign:

  • Add records that appear on the map
  • Add records in a geofence

Add records that appear on the map

If you want to add all records on the map to a campaign, click the target icon in the left toolbar:

 

Add to Campaign from Toolbar

 

You will see a list of all records in the map view. You can move forward with all records here, or you have the option to remove some by unchecking the box on the far left. If the list is long, you might need to scroll down to the bottom to reach the Next button.

 

Records from Map in Campaign List

 

Click the Next button.

 

Next Step Add to Campaign

 

Then, you can add the records to an existing campaign or create a new campaign:

 

Add to Campaign Step 2

Add records in a geofence

If you want more precise targeting, you can add only some of the records on the map to a campaign.

First, draw a geofence around the records you want to add to a campaign. In the left toolbar – the “blue bar” – mouseover the polygon shape and a geofence selection will appear. You can choose a circle, rectangle or custom-drawn geofence. Choose the shape that fits your needs. Do you need a radius of 20 miles around a location? Do you need to draw a custom shape along a major travel route, like 3 miles on either side of a freeway?

 

How to Choose Geofence Shape

 

Here we chose the polygon and drew a custom shape:

 

Custom Geofence in Salesforce

 

Then, click inside the geofence and the “Mass Select Options” pop-up box appears. The options available depend on permissions set by your Salesforce Admin. If you need to use the Add to Campaign feature but do not see it, check with your Salesforce Admin.

 

Actions After Drawing Geofence

 

Click on the target icon. You will see a list of all records in the geofence. You can move forward with all records here, or you have the option to remove some by unchecking the box on the far left. Click the Next button.

 

Add to Campaign Step 1

 

Then, you can add the records to an existing campaign or create a new campaign:

 

Add to Campaign Step 2

Why do I get an error message when I click on blue Action Buttons like Event Calendar, Google Search & LinkedIn?

Turn off any ad blockers and pop up window blockers.

 

The Action Buttons are trying to open new pop up windows. You likely have web browser or ad blocker settings to prevent pop ups. Look at your web browser and ad blocker settings. Enable pop up windows or ads to show on Salesforce.

 

Error Message When Clicking on Action Buttons

 

If you’re using Chrome, see the tiny red square over the web browser icon? It’s telling you that pop ups are blocked on this page. In this example, we have AdBlock Plus installed, and that is blocking the pop up windows.

 

Error Message and Solution

 

You might also get a message from Salesforce. Click Open, and then the website you clicked – like LinkedIn − will open.

 

Once you allow pop up windows on Salesforce in browser or ad blocker settings, you should not get this second message again.

 

Salesforce Permission Message

Use Cases

See at-risk accounts on the map

Here’s a blog post that shows the steps to filtering, sorting and seeing at-risk accounts on the map: How to find at-risk accounts in Salesforce.

 

It’s possible you may need to work with your sales and marketing managers and Salesforce Admin to get the right data in Salesforce to support this use case. You will need at-risk indicator data. And, you can further enrich sorting if you have data that will identify most valuable customers.

Add records to list views

You can add records to list views from within ProsperVue. This is useful if you want to add records like Accounts or Leads in a specific geographic area to a list view, with a geofence.

 

Find relevant nearby accounts for social proof & reference selling

See our blog post that shows how to use ProsperVue to find the most relevant nearby accounts in Salesforce for reference selling.

Salesforce Nearby Accounts

Install & Configure

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If your question isn’t answered here, ask us at [email protected]