Wednesday, September 14, 2016

Geocoding - Summer 16

Few days back (OK may be months, but who is counting) salesforce came up with Automatic Geocoding. This feature (no points for guessing what it does) allows you to geocode your address fields automatically.

Any limitations?
Like with any new feature Automatic Geocoding is only supported on limited fields such as
  • Billing Address on accounts
  • Shipping Address on accounts
  • Mailing Address on contacts
  • Address on leads

OK, How to get started?
Actually its quite simple:

  1. To enable this just go to Setup, search for ‘Clean Rules' in quick find and click on Clean Rules from the resulting setup.  
  2. Edit one of the four available rules.
  3. Review, Save and Activate. 
  4. Repeat Step 2 and 3 for other rules (if required).
Clean all records setup option


Where and how is this information stored?
Geocodes are added to the pre-existing latitude and longitude fields on accounts, contacts, and leads. Along with latitude and longitude information this feature populates the accuracy field also. Geocoding accuracy is populated as a selection list which has 11 values



Note:
By default, geocode and accuracy fields aren’t visible on records
Geocodes do use data.com technology, but you don't require data.com licenses to use it. So don't sweat.

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