Show custom records on the map by service date

An administrator can enable each custom record type separately. Open its list page and Customize page, then turn on Show on map. Choose Address field and, if stored separately, Postal code field and City field. Choose Service date field to filter by the date a service visit is due. Save with Save.

Open Map and choose the record type in the object selector. An administrator can locate records that have not yet been placed. Addresses are matched against the local address register; an address that cannot be matched remains unplaced so you can correct it.

Set the service period to see only visits due within those dates. Click a pin to see the record's address, service date and customer, then open the record for its full details. The map helps you compare nearby visits; it does not automatically schedule them or choose a route.