AX - Map

Overview

AX - Map is a Lightning App Builder component that displays your Salesforce records as interactive location markers on a map on record pages, app pages, and home pages.

Use it to visualize any records with location data—whether stored as addresses or latitude/longitude coordinates. Users can click markers to view record details, search and filter locations, and navigate directly to records on the map.

Perfect for territory planning, customer proximity views, asset tracking, service areas, or any scenario where geographic context helps users understand their data.

Getting Started

Use this simple tutorial to learn the basics of the Map component and start building your use cases.

Key features

Data Integration: Retrieves records from any Salesforce object as map markers.
Flexible Locations: Uses addresses or coordinates for marker placement.
Interactivity: Supports clickable markers, filters, search, and restricted map controls.
Customization: Dynamic titles, descriptions, and styled headers.
Dynamic Bindings: Leverages {{Record.FieldApiName}} for context-aware displays.
Visual Options: Card-style display and UI control toggles for tailored UX.

Component Comparison

This is a streamlined version of the Map component designed for quick implementation in Lightning App Builder's drag-and-drop interface. If you need more advanced options like custom marker styling, marker click actions, advanced map controls, custom popup designs, or specialized geolocation features, consider using the Map component in Dynamic Components for complete customization capabilities.

Use Cases

Account Page: Map related Contacts, offices, or site visits.
Opportunity Page: Visualize store or partner locations for deals.
Custom Object Page: Display service locations, delivery points, or project sites.
Sales Territory Dashboard: Show active Accounts or Leads by region with filters.
Service Operations Overview: Plot technician routes or case locations.
Event Planning View: Map event venues or marketing zones.

Configuration

Add the Map component to a Lightning Record Page in App Builder and configure via the Properties Panel.

Properties

Label

Type

Default

Required

Description

Object Api Name

String

—

API name of the Salesforce object used to retrieve records displayed as map markers. Examples: Account, Lead, Custom_Object__c.

Filter

String

—

SOQL WHERE clause used to filter which records are shown on the map. Example: Status = 'Active' or Region__c = 'West'.

Order By

String

—

Field API name used to sort the records before display. Example: Name or LastModifiedDate.

Maximum Number of Records

Integer

—

The maximum number of records to retrieve and display as markers on the map. Helps manage performance and avoid clutter.

Title Field Name

String

—

Field API name used as the title for each marker. Examples: Name, Subject, or Title__c.

Description Field Name

String

—

Field API name used as the description for each marker. Examples: Description, Summary__c, Details__c.

Street Field Name

String

—

Field API name for the street address of a record. Example: BillingStreet, ShippingStreet.

City Field Name

String

—

Field API name for the city portion of the address. Example: BillingCity, ShippingCity.

Postal Code Field Name

String

—

Field API name for the postal or ZIP code. Example: BillingPostalCode, MailingPostalCode.

State Field Name

String

—

Field API name for the state or province. Example: BillingState, ShippingState.

Country Field Name

String

—

Field API name for the country. Example: BillingCountry, ShippingCountry.

Latitude Field Name

String

—

Field API name for the latitude coordinate (used when address fields are not provided). Example: Latitude__c.

Longitude Field Name

String

—

Field API name for the longitude coordinate (used when address fields are not provided). Example: Longitude__c.

Filter Fields

String

—

Comma-separated list of field API names displayed in the filter panel for user-driven filtering. Examples: Region__c,OwnerId,Type.

Metric Aggregation Fields

String

—

Show Search

Boolean

false

If true, displays a search bar above the map for keyword search on supported fields.

Disable Default UI

Boolean

false

If true, hides default map UI controls such as zoom buttons and street view toggle.

Disable Double Click Zoom

Boolean

false

If true, disables zooming via double-click.

Disable Dragging

Boolean

false

If true, disables the ability to move the map by dragging.

Disable Scrollwheel Zooming

Boolean

false

If true, disables zooming with the mouse scroll wheel.

Header - Title

String

—

Text displayed as the main title in the component header. Example: “Service Locations” or “Customer Map.”

Header - Caption

String

—

Subheading text displayed below the header title to provide context. Example: “Showing active accounts” or “Filtered by Territory.”

Header - Icon Name

String

—

SLDS icon name (e.g., standard:address) displayed beside the header title. Example: utility:map for geographic views.

Header - Show Number of Records

Boolean

false

If true, displays the total number of items in the map at the top of the component.

Action - Show More Details Panel

Boolean

false

If true, enables a side panel that displays additional record details when a row is selected, providing deeper context without leaving the page.

Action - Full Screen

Boolean

false

If true, displays a button that allows users to expand the data table to full screen, improving visibility for large datasets or detailed analysis.

Action - Enable Record Create

Boolean

false

If true, displays a button that allows users to create a new record in the map.

Display as Card

Boolean

true

If true, displays the map inside a styled card container for better visual presentation in dashboards or record pages.

Use Case Examples

Example 1: Account Contacts Map

Scenario: Display a geographic view of all contacts related to an account, showing their mailing addresses on an interactive map with role-based filtering for territory management.

Steps

Navigate to Lightning App Builder

Edit your Account record page

Drag the AX - Map component onto your page layout

Configure Data Source

Set Object Api Name to Contact
Set Filter to AccountId = {{Record.Id}} (shows contacts related to current account)

Configure Marker Information

Set Title Field Name to Name (displays contact names on map markers)
Set Description Field Name to Title (shows job titles in marker details)

Configure Address Fields

Set Street Field Name to MailingStreet
Set City Field Name to MailingCity
Set Postal Code to MailingPostalCode
Set Country Field Name to MailingCountry

Enable Search and Filtering

Check Show Search for keyword searching
Set Filterable Fields to Title (allows filtering by contact roles)

Customize Header

Set Header Title to Contacts for {{Record.Name}} (dynamic header with account name)
Set Header Icon Name to standard:contact
Check Disable Dragging to prevent accidental map movement

Save & review

Result: An interactive map showing contact locations with role-based filtering and clickable markers that provide contact details, perfect for territory planning and relationship management

Example 2: Accounts Map Overview

Scenario: Empower your sales team with a geographical overview of your company's accounts.

Navigate to Lightning App Builder

Edit your Account record page

Drag the AX - Map component onto your page layout

Configure Data Source

Set Object Api Name to Account

Configure Marker Information

Set Title Field Name to Name (displays contact names on map markers)
Set Description Field Name to Title (shows job titles in marker details)

Configure Address Fields

Set Street Field Name to BillingStreet
Set City Field Name to BillingCity
Set Postal Code to BillingPostalCode
Set Country Field Name to BillingCountry

Enable Search and Filtering

Check Show Search for keyword searching
Set Filterable Fields to Industry (allows filtering by account industry)

Customize Header

Set Header Title to Accounts Overview
Set Header Caption to World map
Set Header Icon Name to standard:account
Check Disable Dragging to prevent accidental map movement
Check Show more details panel to activate a side panel when users click on a record
Check Enable record create to let your users create accounts directly from the map

Save & review

Example 3: Service Locations Dashboard

Scenario: Create a comprehensive dashboard view of active service locations using GPS coordinates, with regional filtering and search capabilities for operational management.

Prerequisites: This example assumes you have created a custom Service Location object (Service_Location__c) with custom fields including Status__c (picklist for Active/Inactive), Latitude__c and Longitude__c (number fields for GPS coordinates), and Region__c (picklist or text field for geographic regions).

Steps

Navigate to Lightning App Builder

Edit your Service Dashboard page

Drag the AX - Map component onto your page layout

Configure Data Source

Set sObjectApiName to Service_Location__c (or your custom object name)
Set filter to Status__c = 'Active' (shows only active service locations)

Configure Location Information

Set titleFieldName to Name (displays location names on map markers)
Set latitudeFieldName to Latitude__c (uses stored GPS latitude coordinates)
Set longitudeFieldName to Longitude__c (uses stored GPS longitude coordinates)

Configure Dashboard Display

Check displayAsCard for professional container styling
Leave disableDefaultUi unchecked to keep standard map controls (zoom, street view)

Enable Search and Filtering

Check showSearch for keyword searching across location names
Set filterableFields to Region__c (allows filtering by geographic regions)

Configure Marker Interaction

Set markers to display location details when clicked

Save and test the dashboard functionality

Result: A professional dashboard map showing active service locations with regional filtering, search capabilities, and detailed location information accessible through interactive markers

Key Considerations

Location Fields: Use address fields for geocoding or lat/long for precision; ensure at least one set is mapped.
Dynamic Bindings: Leverage {{Record.FieldApiName}} for filters/headers on Record Pages.
Performance: Set limit for large datasets; test filters to avoid overload.
Map Controls: Disable dragging/zooming for static views; keep UI for interactive dashboards.
Interactions: Bind marker data (e.g., ID via titleFieldName) for navigations or flows.
Accessibility: Ensure clear titles/captions; test marker clickability with keyboards.

Troubleshooting Common Issues

No Markers Shown: Verify sObjectApiName, filter, and location fields (address or lat/long); check permissions.
Bindings Fail: Confirm {{Record.FieldApiName}} context; test in Record Page preview.
Filters/Search Missing: Enable showSearch/filterableFields; map relevant fields.
Map Not Interactive: Check disableDragging/disableDefaultUi are Off; test permissions.
Marker Overlap: Use limit to reduce markers; consider clustering in Screen Flows.
Layout Issues: Adjust Style Panel for size/margins; test card display on mobile.

Need More Advanced Features?

This App Builder version provides essential mapping functionality with simple configuration. For advanced capabilities like custom marker designs, interactive click actions, and specialized geolocation workflows, explore the Map component in Dynamic Components for more customization options.

Last updated 1 month ago

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