field trip salesforce appexchange

Journey of a Salesforce Geek

How to: field trip by ringlead.

If you have ever found yourself saying that you have too many fields on an object or maybe that you have duplicates on that object, then this is the How-To for you. Field Trip is a free App from the AppExchange designed to allow you to see which fields are used and how often by Object.

Field Trip allows you to filter the usage through SOQL queries if you want to see something more specific.

The example I am going to walk through today is checking out how to see how many fields are in use on the Opportunity object, with the goal in mind of being able to reduce the number post analysis.

First things first, you will need to install Field Trip from the App Exchange. Once that process is complete, continue on with the steps below.

• Go to App Launcher and click Field Trip

• Click Save and Analyze
• You will receive an email when the analysis is done. The amount of time will vary based on how many records and how many fields you have

Analysis Part 1:

• Click on the name of the completed Field Trip analysis to take you to the record page

Analysis Part 2:

• I also recommend filtering out packages you know you are keeping as those are fields you cannot remove

• Once you have the report can you clearly see which fields are actively being used.
• This will make your decision-making process about what to get rid of much easier

A couple notes. When you are looking at the custom fields, anything that is a formula that is set to pretty much always fill will have a Populated on % of 100%, so do not be fooled by this if you want to examine your formula fields. If you noticed from my Filters above, I only left custom fields, this is because Salesforce does not allow you to delete Standard fields; therefore you do not need to show the stakeholder who will be making the decision these extraneously.

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If you want the results of FieldTrip by 3-6x faster check out this video https://vimeo.com/337998691

If the field does not appear on any Page Layouts will it still be included in the Field Trip?

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Brian Cline

Solution Architect skilled in Salesforce, NetSuite and JavaScript Development

Analyzing salesforce field usage.

Over time, Salesforce orgs get more and more complicated especially when a consultant, admin or developer leaves the organization with their knowledge of the system. It’s even possible that the organization won’t be able to remember why fields are required, or why a certain object exists or if a feature is actually in use.In my blog article Decluttering Your Salesforce Org , I discuss a lot of other reasons why an org might become cluttered.

Analizing Field Usage Manually

In most editions of Salesforce, there’s a button that can be clicked that’s labelled “Where is this used?” when looking at a custom field. For the most part, this is a fine way to look at a single field because it can look at the following places:

• Validation Rule ( only Active! )
• Formula field
• Visualforce page
• Apex trigger
• Email templates ( Only Salesforce Classic & text-based! )
• Flow (query)
• Lightning component markup (attr)
• Process Builder (criteria)
• URL button (formula)
• Lightning page (related list single)
• Lookup filter (lookup and master detail)
• Report (column, filter)

As you can see, there are some missing things. For example, it’s not all email templates, it’s potentially missing API integrations, and there are other fringe cases not covered (joined reports aren’t covered, only reports accessible to the user are searched, etc).

Doing this on mass for every custom field would take quite a while in any older orgs. When I worked at eWAY, we had dozens of fields on a lot of the standard objects and had our own custom objects that also had dozens of fields.

The other issue with this approach is we don’t actually know how often the field is getting filled. It’s a fair guess to say if it’s required it’s 100% of the time, but that means a chunk of the data is likely wrong because people didn’t always have the info they needed at the time so they chose something.

If a field isn’t required, it’s unlikely to get data in it unless staff know exactly what the purpose of the field is. We really need to know what percentage of the time is a field filled out.

Using AppExchange Products To Determine Field or Object Usefulness

There are a number of freely available AppExchange products that can be used to measure field or object usage and do it at the root level so we can look at all of the fields in an object in one easy to use report. Field App and Field Footprint are two apps in particular that are incredibly useful and powerful for doing this.

Field Trip can be installed from the Salesforce AppExchange and allows you (an Administrator or Developer) to measure the usage of fields and determine whether to keep the field or not.

It will take quite a while to run but will then allow you to run reports on standard or custom objects and look at the usage of particular fields. I recommend running it on a full sandbox and then running it against production.

Field Footprint

Field Footprint was created and maintained by Salesforce Labs it looks like it’s on it’s way to being discontinued as it’s now only available via links. It’s faster than Field Trip but doesn’t necessarily provide as much information.

Removing Fields

Instead of deleting the field right away, I recommend slowly removing it from page layouts and then restricting the usage through security rules and then eventually removing it.

Related Posts:

Brian is a software architect and technology leader living in Niagara Falls with 13+ years of development experience. He is passionate about automation, business process re-engineering, and building a better tomorrow.

Brian is a proud father of four: two boys, and two girls and has been happily married to Crystal for more than ten years. From time to time, Brian may post about his faith, his family, and definitely about technology.

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Clean up your Salesforce fields with this free tool

Excel as a Salesforce Administrator

by Amanda Bailey

At some point in a Salesforce Administrators career, they will inherit an existing and already customized Salesforce instance. It can be very exciting to start digging around in the custom objects and code, putting on a thinking cap and working through how the customizations all work together and how the business uses the tool. The downside to this excitement is that often times they will also uncover a hidden mountain of technical debt that leadership probably doesn’t know about and that the previous owners were too busy to deal with. This is especially likely with older orgs, especially if the previous managing team didn’t keep up with releases or the implementation of new functionality.

Technical debt can range anywhere from three fields with the same name, duplicate issues , code that has been commented out but not removed or apps that are no longer active but still installed.

In this post, we are going to focus on field usage, how to analyze this information and the benefits of keeping it clean. Luckily, there is a free app, which can simplify this potentially daunting task.

Qandor’s Field Trip is a free tool on the Salesforce AppExchange that is incredibly simple to use and can empower admins and reveal what fields the team is using. Working through the fields is easier with Field Trip Analysis’ that run against specific objects. Running this analysis gives insight into the following:

• Identify and remove fields that aren’t used
• Make important fields required
• Clean-up Page Layouts
• Identify what data your users think is valuable

Thanks to this tool, it doesn’t take long to analyze objects and provide usage percentages (the % that the field has been populated out of all of the records) and the number of records that the field is populated on. They have a Quickstart Guide that outlines how the tool works but I have also provided simple steps on how to run an analysis with the tool.

How to Run an Analysis:

Understanding the analysis.

Once the analysis is completed, the admin needs to review the results to identify any issues. In the example provided below the amount of records is listed with the number of records that the specific field has been populated on. If there is a large discrepancy between the two, this means that the users are not populating the field. The “Populated On (%)” column identifies the percentage of records that the field has been populated on.

If the information is considered extremely important and only 10% of the records have the data populated, the admin should take note that the field might need to be changed to required .

The “Custom” column identifies if the field is a standard or custom field, which could be used as a filter to narrow down the results. Including the “Required” field allows the admin to identify the number of required fields compared to the number of fields on the object listed in the “Fields” column.

Why Field Maintenance is Important

Admins are the data gatekeepers for Salesforce users; it’s our responsibility to understand the information going into the tool and what the information means. This is why it’s important to remove excessive fields that aren’t being used. If you have 300+ fields on the lead object, it will be very difficult to understand the purpose of every field.

Another issue is that the more information the reps see on the page layout the less likely they will be to fill-in any information .

In my experience, when users see too many fields they become frustrated and default to populating only required fields. Without context, they might even populate incorrect information or select the first option in a picklist just to have the field completed causing garbage-in, garbage-out data situations.

Clean data is a primary concern for businesses because they are using this information to make strategic decisions. If the information that is incorrect then the business could be making incorrect decisions. With big data taking a foreground in the past couple of years leaders know that they need numbers to enforce decisions and those numbers need to be accurate. This is where the admin needs to be a data steward and ensure that what they can control (page layouts, required fields, removal and addition of fields) is brought to the attention of those leaders.

Making Recommendations

Although this might seem like the easiest part of the cleanup, administrators need to take into consideration that every business unit believes their fields are crucial. Depending on the company, the business unit might have fought for an extended period to get the fields added into the tool so the suggestion of removing them could be frustrating. I would suggest the following prior to making recommendations:

• Create a presentation that displays the options (including the population %): a. Remove the field altogether b. Hide the field for now from all Profiles and then remove it after a period of time c. Change which fields are visible on the Page Layout for specific profiles d. Leave the field where it is
• Talk to the field owners to verify you have a firm understanding of what the field should be providing them
• Review the object’s fields to see if there are any fields that hold the same information or that can be combined
• Speak with leadership to understand who has the final decision of what happens with the fields
• Have the following data points ready: a. Total fields on the object b. Total required fields on the object c. Percentages for the fields that are populated

Be prepared, keep an open mind and let the management team know that this cleanup is crucial to protecting the data moving forward.

I suggest adding the Field Trip analysis to your monthly or bi-monthly audits to stay up-to-date and prevent large cleanup efforts. The first run-through will take some time depending on the number of custom fields in the instance but afterwards it will be easier to maintain. With the maintenance and understanding of the org it will also become easier to understand future releases and how they will work in the tool. The more an admin is aware of the business rules and how they are applied to Salesforce the easier cleaning up other types of technical debt will be as well.

Have you inherited an existing or mature org that needed quite a bit of clean up? Where did your technical debt journey start? Did you use any tools to help make it easier?

Is this app still free?

Hello Nimisha. It is still free. Check this out: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003HSXEEA4

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How to Find Unused Fields in Salesforce Using ZoomInfo Field Trip?

• Post author: Cloudanalogycrm
• Post published: February 27, 2023
• Post category: Salesforce
• Post comments: 0 Comments

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Introduction

Have you ever hoped you could eventually achieve that attractive, clutter-free page layout? Unpopulated attributes and fields in Salesforce org cause ambiguity, deviate reports, and complicate basic administrative tasks. We have the ZoomInfo Field Trip App Exchange tool to reduce this complexity.

This blog post will provide insights on ZoomInfo Field Trip, features, highlights, and steps to install Field Trip and use Field Trip in Salesforce.

What is ZoomInfo Field Trip?

Field Trip enables you to analyze any object’s fields, giving you ideas and improvements into how much proportion of the records (or a subset of your records) have a specific field populated.

You can run reports on your Salesforce standard and custom fields to better understand which fields are important for your organization. Through Field Trip, we can analyze the field usage percentage of the particular field and explore the sub-field through SOQL query. Field Trip makes the process of analysis of your fields – quick and painless.

Features of  ZoomInfo Field Trip

• It is optimized for Lighting Experience. 
• Provide Reliability and Performance as it is 100 % built on the Lightning platform.
• Support organs that are enabled for Person Accounts.
• Compatible with some editions only, like Enterprise, Developer, Force.com, etc.
• Org limits do not bind apps, tabs, and objects.

Highlights of Field Trip 

• Discover Unusual Fields

Run and save reports easily to find which fields can be removed – to improve the overall health of your Salesforce data.

• Develop your ZoomInfo Data Quality Score

Your ZoomInfo Data Quality Score is calculated based on the fill rate and weight of the object’s fields. ZoomInfo provides default weights for your fields, but they can also be completely customized.

• Analyze any Object’s Field

Expand the audit of your fields beyond Leads, Contacts, and Account Objects.

Now, we have come to the steps to install Field Trip in Salesforce.

Steps to Install Field Trip in Salesforce

• From the App Launcher, go to AppExchange.
• Search for ZoomInfo Field Trip.

• Click get it now.
• Click install for all users.
• You can search for a Field Trip in the installed package.

Steps to Use Field Trip in Salesforce

• From the App Launcher, search and click Field Trip app.

• Click Add Remote Site link button on the page.

• A Remote Site Setting page will appear.

• Click Save.
• Again go to the Field Trip app
• Click the new Field Trip.

• Enter any name in the field.
• Enter the name of the object API.

• Click Save and Analyze.
• You will see a job status page.

• Now, click back to Field Trip.
• A new Field Trip page will appear.
• Go to the related tab on that page.

• Click View All.
• A list view page will appear.

• From here, you can see the field usage percentage.
• Now, go back to the Field Trip page, and you will see the data quality score of the associated account.

As we have many fields unused in our layout, it’s typical to modify the fields traffic in page layouts with the help of Field Trip. 

The unpopulated fields in Salesforce org need to be clarified, deviate reports and complicate basic administrative tasks. ZoomInfo Field Trip, an App Exchange tool, reduces these complexities. 

We can analyze the field usage, like which field is used the most and which is used the least in our org. We can also see the percentage of field usage. Through Field Trip, we can analyze the field usage, and we can also modify page layouts more easily. 

Do you need a clutter-free page layout by reducing complexities created by unpopulated fields in Salesforce org and analyzing field usage? The highly competent, certified experts at Cloud Analogy , one of the best Salesforce Consulting Companies ,  are all set to guide you on how to install and use ZoomInfo Field Trip. We offer cost-efficient Salesforce Consulting services to grow your business in various ways and act as your trusted Salesforce consulting partner. Connect with our adept and certified team at Cloud Analogy and start your project today.

Sachin Arora

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Monday, august 18, 2014, salesforce #cleanup with field trip.

• Quickstart Guide

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About 10 mins

Learning Objectives

Follow along with trail together, introduction, search for a solution, filter search results, explore the appexchange home page, extend salesforce products, meet industry needs, find solutions for every salesforce installation.

• Challenge +100 points

Find Your Way Around AppExchange

After completing this unit, you’ll be able to:

• Search for and filter solutions.
• List the factors that influence personalized recommendations.

Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series.

(This clip starts at the 11:06 minute mark, in case you want to rewind and watch the beginning of the step again.)

AppExchange is a flourishing marketplace, with tens of thousands of listings and new ones added regularly. It’s good to have ample choice, but not to get bogged down in it. 

Maria Jimenez is a Salesforce admin for Ursa Major Solar, Inc., a solar components and systems supplier. Maria knows her way around AppExchange. Her advice: When you’re looking for the best solution, a little planning goes a long way.

First, Maria logs in to AppExchange. That’s a smart move. Logged-in users are rewarded with personalized recommendations based on job role, industry, and more.

Personalization works best when your community profile is up-to-date. To manage your profile, visit the Trailblazer Community .

The Ursa Major team wants to streamline order fulfillment. They’re happy with their fulfillment vendor, but dream of a day when they can ship orders and track packages from within Salesforce. This is a common business challenge, and Maria is confident that she can find a solution on AppExchange. 

AppExchange customers who have a well-defined idea of what they need start with search.

Maria opens a web browser, logs in to AppExchange, and positions her cursor in the search field. AppExchange lends a helping hand by displaying a list of her recently visited pages. To see details, she can select an item from the list.

None of Maria's recent items fit her needs because she’s looking for something new. She submits search terms and is rewarded with a list of relevant results. 

The search results page groups solutions by type, with types listed in alphabetical order: Apps, Bolt solutions, and so on.

With a simple search, Maria went from thousands of possible options to hundreds. That’s a lot of results—to be honest, a few too many. Finding the right solution is still like finding a needle in a haystack. She needs to get rid of the haystack by applying search filters. Filters tell the search engine, “Show me this, but don’t show me that.”

You can filter results by:

• Business need
• Solution type
• Supported Features
• Salesforce Editions

By default, all filters are selected. That explains why Maria’s search returned so many results. She deselects the filters she doesn’t need, leaving only Apps, Enterprise, and English checked. She clicks Apply Filters, and the search results page updates to display a shorter, easier-to-digest list of results—English language apps for Enterprise Edition. 

Maria quickly finds some apps that are a good fit and is off to share the details with her team.

During some down time between meetings, Maria returns to AppExchange. She scrolls through the home page to find recommendations tailored for admins and the products that Ursa Major uses. 

Let’s take a deeper look.

Pick Up Where You Left Off

It can take more than one AppExchange visit to find what you need. As long as you’re logged in like Maria is, when you’re in the middle of an ongoing search for a solution or consultant, check out Pick Up Where You Left Off.

Maria sees a summary of her most recently viewed listings: this section acts like sticky notes reminding her of what she’s looking for and the business problems she’s trying to solve.

Popular for Your Role, Industry, or Salesforce Products…

As an Admin, Maria is interested in data and tools that make her life easier. So she’s thrilled to see a section with app recommendations specific to her role. 

Maria makes a note to tell her colleagues about this: her Ursa Major developers, sales reps, and business managers see content specific to their roles. If they combine all of those recommendations into their Salesforce implementation … how efficient and amazing that will be.

As Maria continues to scroll, she sees additional types of personalized recommendations, including suggestions specific to Ursa Major’s industry and products.

Trending Today

Trends reflect what’s popular in the moment. Wearable tech and chatbots are current technology trends. On AppExchange, the trending solutions are the ones with the most customer installs. 

Maria reviews this section and finds a personalized list of most-installed solutions. 

If we could time travel back to the San Francisco apartment where Salesforce started, we’d see a group intent on building a CRM platform to transform how companies run their businesses. That platform is the foundation that our other products, such as Sales Cloud, Service Cloud, Marketing Cloud Engagement, and CRM Analytics, run on.

AppExchange solutions not only extend the platform, but also extend Salesforce products. When you need a solution to pair with a specific product that you use, check the Product Collections tab. That’s where you find recommended solutions that fulfill your business needs.

Every industry has unique needs. The capabilities of a healthcare clinic are different than those of media outlets. To find solutions designed for your industry by industry experts, visit the Industry Collections tab.

Solutions are available for these industries:

• Communications
• Financial services
• Healthcare and life sciences
• Manufacturing
• Professional services
• Real estate
• Travel, transportation, and hospitality

Navigate to an industry collection page to view solutions for that industry.

Salesforce installations can be complex, utilizing the best of multiple clouds and features. Ursa Major’s installation is a prime example: it includes Commerce Cloud, B2C Commerce, Tableau, Sales Cloud, and Data Cloud. So Maria knows that to complete all of the tasks on her and her colleagues’ lists, she must consider a combination of AppExchange solutions by type, product, and industry.

Remember how Maria and her team want to streamline order fulfillment? To do that, she’s looking for B2C Commerce solutions that provide Ursa Major with a cleaner front end and that coordinate with her backend systems. She also needs data solutions that improve the quality and speed of data delivery, and provide executive data visualizations to report on fulfillments at all levels of the business.

In her search on AppExchange, Maria considers:

B2C Commerce solutions. B2C Commerce cartridges and headless integrations extend Ursa Major’s Salesforce environment. Maria views the AppExchange Commerce Cloud product collection to check out these easy-to-install solutions.

Data Cloud solutions. Maria discovers data enrichment, data activation, and data strategy apps in the AppExchange Data Cloud product collection . These solutions will improve Ursa Major’s data quality and accuracy.

Tableau Accelerators. Tableau Accelerators, prebuilt dashboards and reports that extend Tableau’s functionality, will enhance Ursa Major’s Tableau usage. Maria browses the Tableau Accelerators product collection on AppExchange.

Next, we explore how to apply different solution types to business challenges. 

• AppExchange Blog Post : 14 Customer Tips to Find the Right AppExchange Solutions
• Salesforce Blog Post : Introducing a Smarter AppExchange: A More Intelligent Salesforce Store
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What Is Salesforce AppExchange and How Can I Use It?

Read our starter’s guide to the AppExchange, including what it is, how it delivers value , and how to get started.

Silvia Dragonetti

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Salesforce Customer 360 is the world’s number one customer relationship management (CRM) platform . We have solutions to match any organisation size, industry, and business structure. But what if you could take that CRM and make it even better? That’s where AppExchange comes in. AppExchange is the most trusted enterprise cloud marketplace of apps and experts for your business needs. It has recently celebrated 10 million installs, and more than 91% of Salesforce customers have at least one app integrated within their CRM solution. 

What can I find on AppExchange?

If you have a problem to be solved, or a question to be answered, chances are there is an app or expert on AppExchange that will help to meet your needs. There are thousands of pre-built and customisable apps tailored to specific industries, departments, and use cases. It’s not limited to apps either. On AppExchange, you can also discover:

• Components that allow you to build apps and customise pages
• Pre-built solution packages
• Salesforce Labs apps — a collection of free apps built by Salesforce employees
• Trailblazers from around the world in our dedicated Trailhead Community groups
• Certified Salesforce consultants to help you with integrations and implementations

How do I use AppExchange?

Regardless of whether you have a specific problem, or you’re simply curious about what’s out there, the AppExchange homepage is a good place to start. From there, you can check out curated collections of apps and experts , find a list of consultants ready to create a bespoke fix for you, check out the trending apps, or read customer stories for inspiration. If you’re a return visitor, AppExchange provides recommendations based on who you are and what you’ve browsed in the past. 

Of course, if you have a particular question in mind, a comprehensive list of solutions is only one search away.

Head to Trailhead  to learn how you can make the most of AppExchange.

AppExchange partners share their stories

With its thriving ecosystems of partners , AppExchange provides solutions as unique as the problems they’re solving. Below, we’ve shared just a handful of the many success stories we’ve seen from AppExchange partners. For more inspiration, you can take a look at the AppExchange customer stories .

Knowesis helps a large Thai bank transform its customer engagement

Based in Singapore, and with offices across APAC and beyond, Knowesis specialises in providing a centralised real-time view of customer attributes. It partnered with Salesforce to deliver key capabilities a large Thai bank needed to adopt Salesforce Marketing Cloud for campaign management.

Throughout the customer journey, Knowesis processes data from the bank’s core systems, allowing it to monitor customer transactions and provide personalised offers in real-time. 

Through this partnership with Knowesis, the bank was able to: 

• Enhance its customer experience by reacting in real-time
• Engage with customers through next-generation digital channels
• Maintain capabilities provided by its legacy campaign management system, especially key governance features
• Implement behavioural tracking, offer management, and a granular contact policy

Read more about Knowesis and their ready-to-use plug-in activities for Marketing Cloud Journey Builder .

Blufy helps schools, universities, and training centres manage their operations

Blufy is part of ‘TechMatrix’, a top tier Salesforce partner with a strong focus on education. Blufy is a student- and school-management platform built natively on Salesforce. It provides a ready-to-use, subscription-based platform for education institutions to manage student engagement, school operations, and CRM related areas. 

It has helped its customers, including schools across Singapore, to:  

• Automate multi-centre school operations, including class and sessions scheduling, and attendance and assessment tracking
• Publish courses and programs, and capture enquiries and applications directly into their CRM systems via configurable web forms
• Streamline revenue management by automating billing and invoicing based on various fee and payment plans
• Improve student engagement via self-service student and parent portals for class schedules, fee payments, student requests, etc.
• Calendaring and resource management to allocate teachers, rooms, and other resources to classes via a drag-and-drop interface
• Real-time insights into business performance for decision making

You can find out more about Blufy’s Student & School Management Platform on AppExchange .

eBest provides digital transformation services for the consumer packaged goods industry

For the past 22 years, eBest has been serving world’s top Consumer Packaged Goods (CPG) brands across more than 30 countries. It specialises in RTM (route-to-market) digital transformation IT services, optimising their customers’ retail execution and further increasing sales.

With a presence in Asia, Europe, Middle East, and Latin America, it is devoted to providing agile services and innovative products to enable customer success.

eBest has worked with a major soft drinks company in Asia, using its eBest iMarket and iMentor Solutions. The eBest Mobile platform integrated with their customers’ SAP and business intelligence systems to provide a fully automated sales operation to better control business outcomes.

Supervisors at that company gained real time insights to proactively address market issues and ensure 100% sales call completion.

Take a look at eBest’s automation, route plan, retail execution, and order management solution on AppExchange .

Trailhead offers the perfect introduction to using AppExchange. To learn how you can make the most of the marketplace, take a Trail .

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Silvia is based in London and she is part of the AppExchange Marketing team. She works with Salesforce partners in EMEA and APAC regions to continue to grow the Salesforce Ecosystem. Silvia is also a CIM qualified marketing professional with seven years of experience in B2B marketing, with a focus ... Read More on events, demand generation, and sales enablement. Traveling — discovering new things, food, and cultures — is Silvia's biggest passion.  

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Mapping and Routing for Salesforce: The Field Teams Guide

By eamonn faherty, posted in territory management, sales software / tools, featured.

All field teams know the importance of getting their mapping and routing right. Planning their schedule and driving their route everyday is a time consuming part of the job. To be efficient, field teams need to prioritize their time as they move around the map, and have a well planned route to all the locations they visit in a week. 

Modern apps can make this process way better, but for field teams who are looking to get started with a new app, the process can seem daunting at first. When you search for mapping or routing software that works with Salesforce on the AppExchange or the internet, there are literally hundreds of different app options available. 

In this blog, we’re going to take a detailed look at some of the mapping and routing app categories that are available on the Salesforce AppExchange

As you start learning about the options available, the first step is to understand the different categories of Apps and what they do. Then you can dive deeper into the apps in that category to pick the best one for your needs. 

Here is a breakdown of the different categories of mapping and routing apps that work with Salesforce:

So what is the best mapping and routing app? 

That question isn’t so straightforward, because the answer depends on what you want to do. 

Because there are at least five different types of apps that do different things , you need to choose one from the correct category. 

For example, some of these apps are aimed towards reps who spend the majority of their time in the field , driving from location to location visiting customers. Others are geo analytics apps that leverage Salesforce data to make decisions . Other map apps do other valuable things like manage a fleet of trucks, build and balance territories, or route leads to the correct rep .

There has been some excellent analyses done on the mapping and routing space already. 

For example, SalesforceBen has put together a detailed breakdown of the apps by category on the top Mapping and Routing Apps for Salesforce . This analysis does a deep dive on the different apps that are available to field team s and neatly categorizes them to help them understand the products before committing to a purchase. 

Another analysis, done by MatrixPlace, helps field teams better understand Sales Mapping, Routing, and Territory Management Apps . This analysis isn’t specific to the Salesforce Ecosystem like the SalesforceBen analysis is , but it covers a lot of the same companies. 

Buyers guides like this can be of great benefit for field teams as to the untrained eye, a lot of these apps appear to be quite similar. However there are stark differences in what the apps are built to do and who the app was built for as can be seen here:

• Mapping and Routing for Field Teams

GeoAnalytics / Territory Balancing and Design

Org charts and account mapping, fleet management, tms, and dispatch, lead routing and assignment, ​mapping and routing for field teams.

Field teams working in industries like construction, home services, medical devices, pharmaceuticals, solar, real estate , and many others, know the massive role mapping and routing play in their day-to-day operations. 

Mapping and routing their territories with the help of an effective piece of software takes care of the litany of problems that comes with doing these tasks manually. Critical tasks like route optimization can allow field teams to visit more customers, improve processes, and prioritize their work based on its level of importance.

By automating your mapping and routing needs, field teams can save valuable time by reducing the time they spend in their cars. Reps with access to mapping and routing software on their mobile device in the field can accomplish 20% more every day.

When evaluating solutions for field teams, it's important to look closely at the mobile experience. It's worth noting that many apps listed on the AppExchange also tend to offer free trials, which allow reps in the field to get a feel for the software before they make any commitment to purchase. This reduces risk and ensures you’re getting the best app for your team’s workflow.

As these apps are used on mobile devices, they can not only be found on the Salesforce AppExchange, but also in marketplaces such as the Apple App Store and the Google Play Store . Reviews found on those platforms can be informative because an app that has ten reviews on the AppExchange may have hundreds of reviews on the Apple App Store, so those platforms are a great way to learn about which app will be the best fit. 

The leading app on the Salesforce AppExchange in the ‘Mapping and Routing for Field Teams’ category is Badger Maps . 

Badger Maps is a mapping and routing app designed specifically for field teams. It allows field reps to automatically plan, route, and maximize their time in the field by cutting down driving time by 20%.  Being able to create a route with multiple stops can allow field teams the opportunity to easily plan for the week ahead. By having their routes planned out in advance, reps are able to spend more time with their customers.

Reps save an average of 8 hours a week from better planning, becoming more focused and organized, and driving more efficient routes. The time savings can be used on productive sales activities, which has resulted in the average team of 10 Reps selling $936k more the year they start using Badger Maps.

"After getting Badger Maps, weekly meetings per rep jumped from 12 to 20. This led to a 22% increase in annual revenue."

Brad Moxley

Business Development Manager, Cutter & Buck

Field teams that use Badger Maps can also mobilize their CRM , allowing them to access and update relevant customer information directly from the field. 

This enables field teams to sync and leverage the data in their CRM, all from their mobile device.  

Badger Maps can integrate with leading CRMs such as HubSpot , Microsoft Dynamics , Salesforce , Zoho , NetSuite , Insightly , and many more.

By integrating Badger Maps with your CRM, reps working in the field can visualize all of their data on an engaging and interactive map . This will show them exactly where their customers are and how best to prioritize them. 

If you work in the field and are looking to make the most of every day on the road, the best mapping and routing tool is Badger Maps. Sign up for a free trial today and take your performance to the next level!

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By defining geographical areas, field teams are able to create territories that they can then organize their workflows around. Designing, building, and balancing these territories is the primary function of a GeoAnalytics tool. 

Often the responsibility of the sales operations team, building and rebalancing territories for the sales team can be a painful annual chore, but with the software available today, the design and optimization of territories can be done quickly and efficiently. 

In addition to building and balancing territories, GeoAnalytics tools in Salesforce can bring more capabilities to users across the whole organization. Users on the sales, operations, executive team, and marketing teams are enabled to make better decisions leveraging their geographic data to gain powerful customer insights. Users can focus and prioritize their efforts efficiently, optimize their outreach, and increase engagement. 

Analyzing Salesforce data in a visual mapping environment can help teams target better, boost lead conversion, increase appointments made, grow deal size, and drive overall productivity.

A big part of successfully closing a deal is having a solid plan. Understanding who the decision makers are in a company, how they relate to one another, and what role they play in deal making, is a critical part of building that plan. 

With the right tools at their disposal, salespeople can better understand the relationships at their prospects company and implement ways to be better able to sell to that account strategically.

Organization Charts and Account Mapping tools help field teams succeed by helping them track and maximize their prospects, key accounts, and complex enterprise relationships.

By visually mapping their accounts, field teams can see relationships holistically and make strategic decisions based on actionable insights derived from these tools. 

When you are selling with a team, meaning that more than one person is interacting with the prospect, it can be especially useful to have an org chart app that allows you to effortlessly collaborate with other team members. Having a centralized location where different salespeople can modify the structure of an organization can improve visibility , allowing everyone involved to see clearly the in and outs of every account. 

This can shorten sales cycles as it can help field sales teams uncover when there is a key part of the deal making process that would otherwise have been missed.

Fleet management solutions allow businesses to dispatch and manage their vehicle fleet. This can include capabilities to monitor, track, route, dispatch, and create detailed performance reports about your vehicles and drivers. In addition, managers can compare drivers, build quotes, partner with carriers, and manage loads. 

These apps often include mobile components and interface with vehicle systems to support on-the-go updates and communications surrounding changes. This enables managers and employees to work together for maximum efficiency in delivery operations. 

Using fleet management apps, managers can efficiently dispatch the right assets, track that they have the right inventory, as well as ensure that the dispatched employees are properly trained to solve the problem they’ve been assigned to. Managers can also track safety violations and exceptions across the fleet such as speeding, appropriate use of lights, aggressive driving, and lack of seat belt wearing. Additionally, managers can use geo-fencing for real time visibility into when vehicles arrived at sites.

Needless to say, fleets being run efficiently can reduce hiring costs and no shows. Managers using these apps can boost fleet productivity by tracking arrival and delivery times and by knowing that payments were made correctly and for the right amounts. Automating reporting can keep everyone on the same page. 

As these apps track mobile assets, they are often found in marketplaces like the Apple App Store and the Google Play Store in addition to being found on the Salesforce AppExchange. The reviews found on these platforms are also a useful resource when evaluating this space.

Lead Routing and Assignment tools match new leads to the correct account record in a CRM and then route those leads to the correct salesperson according to a business´ territory mapping. This enables businesses to get a more comprehensive picture of leads and engagement within their account-based strategy, as well as follow up with captured leads at a quicker rate. 

In addition, this allows app users to make their team more productive by sending leads and cases to the best person for the job.

On the surface, assigning the right lead to the right rep seems simple. But because of complex, ever changing, and overlapping territories, it can be challenging for sales operations teams to do this consistently and without exceptions. 

Confusion around the ownership of a lead or account has the potential to create friction in a sales team. But with capabilities like skill based assignment, territory based assignment, workload balancing, urgency prioritization, complex routing rules, weighting systems, and automatic lead reassignment , administrators can ensure that the correct lead is routed to the correct rep at the correct time. 

Another area where routing leads correctly can be critical is with companies that go to market through distributor partners. Some partners are better equipped to serve certain verticals, prospect sizes, or product lines. Routing apps can route leads to the best channel partner, distributor, dealer, rep, or agent resulting in a real uplift in sales.

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With so many different types mapping and routing tools to choose from on the Salesforce AppExchange, it's vital you do your research beforehand to get the tool that's most suited to your specific needs. 

The best thing you could do to get started is to book a demo or free trial with some of the tools you feel will be the best fit for your business. That way you can get a clear understanding of what a solution has to offer you.

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