ClaudSkills / Sales / crm-systems

Salesforce Maps Setup

Category: Sales  ·  Sub-category: crm-systems
tool:salesforcetype:integration
Use when configuring Salesforce Maps (formerly MapAnything) — territory planning, route optimization, live tracking, geo-grid visualizations, and check-in/check-out workflows for Sales or Service field reps not on Field Service. Covers package installation order (Maps + Maps Advanced + Maps Routing/Live Tracking add-ons), the MapsTerritoryPlan / MapsAdvancedRoute / MapsLayer object family, base-data syncs (Geocoding and Routing services), and integration with Sales and Service Cloud records. Triggers: 'Salesforce Maps setup', 'MapAnything migration', 'territory planning by polygon', 'route optimization for sales reps', 'live tracking field reps', 'plot accounts on a map', 'check-in to the closest account'. NOT for Field Service Lightning territory and scheduling (use admin/fsl-scheduling-optimization-design and data/fsl-territory-data-setup) — Maps and FSL are different products. NOT for Consumer Goods Cloud retail visit planning (use admin/consumer-goods-cloud-setup) — RoutePlan/Visit objects are CG-specific. NOT for Tableau / CRM Analytics geo charts.

What this skill does

Salesforce Maps Setup is a community-contributed Claude Code skill in the crm-systems sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/salesforce-maps-setup/ and loads when your prompt matches the skill's trigger.

When to invoke it: Use when configuring Salesforce Maps (formerly MapAnything) — territory planning, route optimization, live tracking, geo-grid visualizations, and check-in/check-out workflows for Sales or Service field reps not on Field Service. Covers package installation order (Maps + Maps Advanced + Maps Routing/Live Tracking add-ons), the MapsTerritoryPlan / MapsAdvancedRoute / MapsLayer object family, base-data syncs (Geocoding and Routing services), and integration with Sales and Service Cloud records.

Who uses this skill

The Salesforce Maps Setup skill is built for sales development reps, account executives, revenue operations teams, and customer success managers. It is part of the open ClaudSkills registry, a community-curated catalog of 56,000+ capabilities you can install for Claude Code — the Claude CLI agent.

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/salesforce-maps-setup
curl -L https://claudskills.com/skills/salesforce-maps-setup/SKILL.md \
  -o ~/.claude/skills/salesforce-maps-setup/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/salesforce-maps-setup/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/salesforce-maps-setup/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\salesforce-maps-setup\SKILL.md on Windows. See the full install guide for step-by-step instructions.

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

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