Geopointe

Custom Map Object Setup

Geopointe can map nearly every Salesforce object, and that includes your custom objects. While we’ve set up the popular Salesforce objects to be preset and ready to use, you will need to prep custom objects and the less common Salesforce objects. This tutorial will walk you through the process of:

  • Creating fields to prepare your objects to become map objects
  • Creating a Map button for those object records
  • Creating a Map Records button for those object list views
There are three different ways of mapping a custom object: Off Record, On Record, or Referencing. The most common will likely be Off Record, but we'll help you with the instructions for each below.

Don't know which one to pick? Check out the main Map Objects doc for a definition of each.

Off Record

If you were to try and setup a custom object, this error message would prevent you from doing so:

This error comes up because the app could not locate its lookup reference field. For preconfigured objects, it’s placed there automatically; other objects you need to create it yourself. Here’s a brief walkthrough of those steps.

 

Go to your Salesforce Setup and navigate down to App Setup (in some Salesforce UIs, this can also be called Build). From here it depends whether you’re setting up a standard or custom object on where you go to create the lookup field. For Custom Objects, go to Create | Objects and open your object (do not edit it). For Standard Objects, expand the Customize item, select the corresponding Object, and navigate to Fields.

Scroll down to the Custom Fields and Relationships section and click New.

Select “Lookup Relationship” and click Next.

Select “Geocode” from the Related To drop down and click Next.

Enter in a Field Label (Geocode would be fine) which typically populates the Field Name. You don’t need to change anything else on this screen. Click Next.

Leave the field as visible and editable to all Profiles (there’s no need to lock anything down because they’ll only see Geopointe if they have a license). Click Next.

The next page allows you to add the Geocode field to your page layout. If you’re using Enterprise or Unlimited editions of Salesforce, this step is unnecessary unless you want it visible. Keep the box checked if you are on Group or Professional. Like standard objects, having this field on the layout is how Geopointe has the ability to communicate with the object. Click Next.

Do not add any related lists for the field. Unchecked those boxes and click Save.

Once you have completed these steps, a new custom field like this should appear below the standard fields:

Navigate back to the Geopointe Setup tab and try configuring the custom object again. Walk through the basic steps of creating a map object. When you reach the address portion, you’ll notice that nothing has been populated for you.

Add your address fields by clicking [change]. More information on selecting these fields can be found in the Map Objects overview.

What now?

Take some time to integrate your custom map object with Salesforce, by creating custom buttons and embedded maps.

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On Record

The directions for On Record geocoding for a custom object are no different than any other object, and you can follow the directions on our main set up doc. The video of those directions is below.

Remember, On Record geocoding stores the lat/long values on the parent record instead of via a look-up field. It also saves you storage space over the Off Record method.

 

What now?

Take some time to integrate your custom map object with Salesforce, by creating custom buttons and embedded maps.

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Referencing

The directions for Referencing a custom object to another mapped object is no different than any other object, and you can follow the directions on our main set up doc. The video of those directions are below.

As a reminder, referencing another Map Object allows you to use the geocodes already created for another object. If you are going to use an address accessed via a look-up field, this is likely the setup you will want.


 

What now?

Take some time to integrate your custom map object with Salesforce, by creating custom buttons and embedded maps.