For Salesforce
Help articles on the setup of eSpatial in Salesforce
Getting Started
- Install eSpatial in your Salesforce Org
- User Creation and Management
- Salesforce - Add Users
- Salesforce - Remove Users
- Salesforce - Assigning Permissions in eSpatial
Adding Data
Interacting with Data
- Salesforce Actions from Points
- Salesforce Actions From Polygons
- Access/Modify Existing Salesforce Datasets
Territory Manager
- Create Geography Based Territories in Salesforce
- Create Account/Point Based Territories in Salesforce
- Salesforce Syncing and Publishing in Territory Alignments
- Updating additional territory fields in Salesforce