ArcGIS integration has been an increasingly important part of our workload: bringing the power of place to non-GIS platforms. In this blog post we will discuss work we have been doing integrating ArcGIS Online with Salesforce.
ArcGIS-Salesforce Integration: Finding Customers
Our discussion will focus on bringing ArcGIS and Saleforce together to provide the ability to map customers based on filters. The target users are sales staff.
Those familiar with Salesforce will know VisualForce:
Visualforce is the component-based user interface framework for the Force.com platform. The framework includes a tag-based markup language, similar to HTML. Each Visualforce tag corresponds to a coarse or fine-grained user interface component, such as a section of a page, or a field.
The ArcGIS Online component of this integration sits within the VisualForce framework, leveraging iFrames. The application itself is a web app; designed to be used on any device: PC, laptop, smartphone and tablet. There are 3 core parts to the app:
- Login – This is the sign in for ArcGIS Online (leveraging the Esri named user model)
- Settings/Import – Allowing users to set the data import and map filters in the app: industry, sales rep etc. Then applies formatting and geocodes the data.
- Map – Pins are added to the map showing the location of customers. Tap a pin and a pop up shows individual client information. The data on the map can be reset using the filter widget.
The application is designed to support the Esri named user model. Thus users will need to log in to access maps and apps hosted in ArcGIS Online subscription.
We need to pull customer data from Salesforce, so we can add it to a map. This process involves formatting the data correctly, then importing. The user has the option in this screen to configure the data and what is exported by selecting checkboxes. The import button then formats, geocodes and brings the data into ArcGIS.
The map page automatically displays the loaded customer data. A pop up provides information about each customer. Every customer is displayed by default. The filter widget on the left side allows individual sales rep data to be displayed. Customers can also be mapped by name or industry.
This is a first phase implementation. Much can be done through this type of integration: Salesforce and ArcGIS are very powerful when combined in this way. Contact us for more information.
Read our free white paper ‘ArcGIS Deployment Guide’, which provides a road map for getting started and moving forward with ArcGIS Online.
Author: Matt Sheehan
Matt Sheehan is a Principal at WebMapSolutions. Matt evangelizes GIS and location intelligence around the world through keynotes, articles, tweets and his books.