How To Generate Heat Map in Salesforce
What is a heat map?
A heatmap is a graphical representation of data that uses a system of color-coding to represent different values. Heatmaps are utilized in various kinds of analytics but are most commonly used to show user behavior on specific web pages or web page templates.
Generating a Heat Map in Salesforce
Are you attempting to search out where your top clients or possibilities are found geographically? Being able to see this information during a heat map can help you to discover your top objective clients, oversee an area realignment, increment headcount during a specific territory, and bunches of other use cases. this content will rethink the best approach to create a geographic heat map by utilizing Salesforce Account Data, particularly, we’ll be utilizing only the postcode information of accounts.
Creation of Google Fusion tables
To start with this, you have to follow some steps:
- create an account on google and get started with a Drive.
- Click on the New button in the left section of google drive
- Select the more option in the new tab, and then go to connect more apps and select Fusion tables as shown in the below image.
Salesforce Report Exporting
You can get that information by making a report in Salesforce, select the Account Report type, and pull out any pertinent information inside the channels. In the segments of your report, determine ‘Postal district’ as one of the information focuses that we need to trade. The Zip Code information will permit us to plan with the assistance of Fusion tables and the Google Maps API. When your report is made, how about we trade the report as a .CSV.
Now let’s upload this data to Google’s Fusion Tables
By default the set country is the United States, you can change the country easily, just hover the cursor over the header menu, you will see the change option, from there you can change the country easily.
Now you can see the Zip Code column is referred to as location, in the map Country tab select Zip as the location, Once this is selected, the fusion table will start Geocoding for you. After Geocoding you can see the result same as in the below image.
Now the heat Map is ready! You are effectively ready to change the range and the darkness of the guide from this choice, making urban areas bigger or more obscure should you like. It seems most of our example Customers are situated in Tampa, Atlanta, Philadelphia, Toronto, and New York. In the event that our motivation was to envision what urban communities we’d need to have an asset area close, this heatmap without much of a stretch fills that need.