Map Objects - Off Record Geocoding
This documentation walks you through creating a Map Object using Off Record Geocoding. If you are unsure if this is the correct setup type for you, please return to the main Map Object document.
Before starting these steps, let's make sure you have all the fields you need, otherwise you may have to refresh the page multiple times and re-do your work.
Geopointe needs to store coordinates data from our geocoding service. For Off Record geocoding, we only need a Geocode look-up field to get started, and you may not need to create one. Here's a guide to help you determine if you need to create a field:
What fields do I need to create before I begin?
• For Accounts, Contacts, Leads, Cases, or Opportunities - Nothing
• For lesser-used standard objects or custom objects - A look-up field pointing to the Geocode object
• For a second map object on any Salesforce object - Another look-up field pointing to the Geocode object
Don't know how to create a look-up field? We have a video to help you, as well as our full documentation on Custom Map Object setup.
This video will walk you through the basic steps. Detailed instructions and clarifications are outlined below.
Create Your Map Object
Once you have the necessary fields ready to go, it's time to create the map object.
In Geopointe Setup, click the Map Objects tab, then New Map Object.
**Note: Before you start, if you have workflows or triggers that are dependent on the Last Modified Date, the initial geocode will change it. You may want to deactivate those before you do this.
1. Select a Salesforce Object for MappingSelect a Salesforce Object from the drop down. Once you've done so, the page will populate with the rest of the form.
Display Name: What will be shown to your users on the map. (Most often, this will be the name of the object (e.g. Account, Opportunity, Lead). However, if you need to map multiple addresses per object, you may want to be more specific, such as Account - Billing or Property - Physical.)
API Name: The system's identification of the Map Object. (If you hit tab after typing the display name, it should auto-populate.)
2. Where are the address fields located?In this section, select the first option: The address fields are on this object.
3. Define the name and address fields Geopointe should use.Here is where you match Geopointe up to your address information. The only required field is the name. Filling in all address fields (Street, City, State, Zip, and Country) will ensure the best result, but if you only have a partial address on your records, you do NOT need to point to every field.
For many Salesforce objects, these values may be pre-populated, as shown above. If they are not, or you need to adjust them, click on [change] to edit. It will bring up a drop down and allow you to select a new field.
If you store custom latitude and longitude fields on your records—either in conjunction with or instead of an address—you can point to those instead. If you do not, leave them blank.
4. Where should Geopointe store the Geocode results?
Choose Off Record. The Geocode Lookup Field should be pre-populated for you. If this is your second map object for the same Salesforce object, you may need to choose a different one in the drop-down.
5. Advanced OptionsThe rest of the options on this page are rare, only used in specific use cases.
Map Object Filter: Allows you use SOQL filters to limit what records will be geocoded. For example, you may want to prevent unqualified leads from mapping that you are no long actively working, or you have a record type that does not need to be mapped.
Geocode Batch Size: Sets the batch size for the Geocoder on this object; the batch size determines how many records are evaluated in a single batch. 100 is the default. Lower this value if your system has triggers that require a smaller batch size.
When you're done, click Save! The geocoder will now evaluate addresses, record coordinates data, and place them on the map.
All of the steps above apply to the first, second, third, etc. map object you create for your Salesforce object. The video below will help you walk you through creating a second look-up field for that object.