Add Record Detail Information To Pop-up Window 

    Learn how to add record detail information to the pop-up window when the user clicks on a pin on the map

    The Map feature of Ascendix Search allows a map to be used as part of your search criteria and also plots search results on the map after a search is executed.  When installed the map is enabled for the Contact and Account objects. Make sure to enable Salesforce geocoding to be able to use the map search.

    Ascendix Search - A Map With Customized Record Details

    To add record detail information to the pop-up window when the user clicks on a pin on the map follow these steps:

    Step 1. From Setup select Object Manager

    Step 2. Click on the object label in which you want to add record detail information

    Ascendix Search - Salesforce Object Manager

    Step 3. Click on the Field Sets tab

    Step 4. Click the New button

    Step 5. Enter fields as following:  Fields Set Label - Ascendix Search Map Popup, Field Set Name - Ascendix_Search_Map_Popup, Where is it used? - In the Ascendix Search when the user clicks on a pin on the map 

    Ascendix Search - Creating New Field Set in Salesforce

    Step 6. Click the Save button

    Step 7. Drag and drop fields that you want the user will see in the pop-up window to the In the Field Set section. Please note that related objects fields are not supported

    Ascendix Search - Defining a Field Set

    Step 8. Click the Save button

    That's it! Now your map is configured!  Did you know that you can change the size, color, shape of the pushpins on a map? Check a how-to guide here.

    Further Reading