Sharing Salesforce Map Folders
Salesforce Maps is a powerful way to view your customers or constituents by location or even within a radius of your primary location. (If you are new to Salesforce Maps, we outline Salesforce Maps capabilities here.)
When you have sales reps on the move, Salesforce Maps is a valuable tool. But what happens when you build a custom folder, under the Corporate directory for your reps with just the right list view for the data they need, but they can’t see it. You can, but it’s not there when your reps open the plot’s list view. Little quirks like this can be frustrating as an admin and for your sales reps.
So, try this solution.
On the folder you are share, click the 3 dots and choose “Edit Permissions”
2. Make sure only Read, Create and Modify are selected.
Now, try logging in as one of your sales reps or the user you are sharing this folder with. We found this solution fixed the issue and the list view was just as it was created to be.
If you are still having issues, Cloud 9 Consulting can help.
