Geocoding Configuration For Custom objects

    Learn how to configure geocoding for custom objects in Ascendix Search


    Geocoding is an optional feature that allows users to generate location information for each record using the GoogleAPI service.   

    Let's say you want to set up geocoding for the Account object. Follow the steps below to make configurations: 

    1.      Go to Object Manager.

    2.      Find and select the object for which you want to configure a Geocoding.

    3.      Create custom Text fields. For example: Country, State, City, Street Name, Building Number, and Postal Code.

    4.      Create a Geolocation field.

    5.      From Setup, enter Flows in the Quick Find box, and then select Flows. 

    6.      Click the New Flow button in the top right corner.

    7.      In the New Flow window choose the Record-Triggered Flow, and then click the Create button.

    8.      In the Configure Start dialog choose the Account object.

    9.      For Trigger the Flow When select “A record is created or updated”.

    10.   For Condition Requirements select “FormulaEvaluates to True”.

    11.   Insert the following code in the Formula field by replacing the _Country_, _State_, _City_,_StreetName_, _BuildingNumber_, _PostalCode_values with the API values of your custom address fields created in step 3.

    Template: 

    ISNEW() || 
    ISCHANGED({!$Record._Country_}) || 
    ISCHANGED({!$Record._State_}) || 
    ISCHANGED({!$Record._City_}) ||  
    ISCHANGED({!$Record._StreetName_}) || 

    ISCHANGED({!$Record._BuildingNumber_})||
    ISCHANGED({!$Record._PostalCode_})  

    In our case: 

    ISNEW() ||  

    ISCHANGED({!$Record.Country__c})||   

    ISCHANGED({!$Record.State__c}) || 

    ISCHANGED({!$Record.City__c}) || 

    ISCHANGED({!$Record.Street_Name__c})||  

    ISCHANGED({!$Record.Building_Number__c})||

    ISCHANGED({!$Record.Postal_Code__c})

     

    12.   Click the Check Syntax button under the Formulafield to make sure there are no errors in the formula.

    13.   For When to Run the Flow for Updated Records select “Every time a record is updated and meets the condition requirements”.

    14.   For Optimize the Flow for select “Actions and Related Records”.

    15.   Click Done.

    16.   Click on Add Element.

    17.   Select Action.

    18.   In the New Action window in the Action search box start typing and then select Search Geocode.

    19.   Enter a Label and API Name (required) for the new action, and provide a Description (Optional).

    20.   For Set Input Values drag the slider to the right - to Include.

    21.   In the ids field insert {!$Record.Id}.

    22.   Click Done.

    23.   Save the Flow by entering the Flow Label and Flow API Name(required), and Description (Optional).

    24.   Click the Save button and Activate.

     

    How to Configure Geocoding

    Weadded a new Geocoding Tab to Ascendix Search Setup from where you canenable/disable geocoding.

    Step 1. Navigate to Ascendix Search Setup>Geocoding Tab and Enable geocoding.

    Graphical user interface, text, application

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    AscendixSearch – Enable Geocoding 

    Step 2. Enter your Google Maps Key, daily update limit, and enter an email to get notified of errors. Check our Admin guide for detailed instructions on how to get a Google Maps Key.

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    AscendixSearch – Geocoding Settings

    Step 3. Follow the Geocoding configuration instructions to enable this feature for each object. When you are done, Navigate to Ascendix Search Setup > ObjectManager

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    Step 4. Specify geocode fields and click save.

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Description automatically generatedAscendix Search – Specify Geocode Fields

    That's it! Now you’ll be able to geocode selected custom objects in your Salesforce.

     

    Read Also

    Custom Map Icons Configuration

    Add Record Detail Information To The Pop-up Window

    Ascendix Search Configuration: Google Maps Key

    EnableSalesforce Geocoding