Ascendix Search Admin Guide

Geocoding Configuration for Custom Objects

Tagged with: Configuration

Geocoding is an optional feature, which allows users to generate geocode information for each record using Google API service.   

For each object to be configured follow these steps: 

  1. From Setup, enter Process Builder  in the Quick Find  box, then select  Process Builder 
  2. Click New 
  3. Enter Process Name(for example Account Geocode) 
  4. Enter API Name (for example AccountGeocode) 
  5. Set The process starts when field to the A record changes option 
  6. Click Save ​
  7. Click Add Object 
  8. Set the Object field to an object for geocoding updating (for example Account)
  9. Set the Start the process field to the when a record is created or edited option
  10. Click Save 
  11. Click Add Criteria 
  12. Enter Criteria Name (for example Criteria for Geocode Update) 
  13. Set the Criteria for Executing Actions field to the Formula evaluates to true option 
  14. Insert the following code in the Build Formula field with replacing _State_, _City_, _StreetName_, _StreetNumber_, _PostalCode_ values to your address fields.

ISNEW() || 

ISCHANGED(_State_) || 

ISCHANGED(_City_) || 

ISCHANGED(_StreetName_) || 

ISCHANGED(_StreetNumber_) || 

ISCHANGED(_PostalCode_)  

for example: 

ISNEW() ||  

ISCHANGED([Account].BillingState) || 

ISCHANGED([Account].BillingCity) || 

ISCHANGED([Account].BillingStreet)  ||  

ISCHANGED([Account].BillingPostalCode) 

15. Click Save 

16. Click Add Action

17. Set the Action Type field to the Apex option 

18. Enter Action Name – (Geocode Update) 

19. Set the Apex Class field to the Search Geocode option 

20. Click Add Row button

21. Set the Field field to the ids option 

22. Set the Type field to the Field Reference option 

23. Choose your object id field to the Value field (for example: [Account].Id) 

24. Click Save 

25. Click Activate and confirm activation  ​

​NOTE: To update geocode via Data Import Wizard activate “Trigger workflow rules and processes for new and updated records” checkbox.​

Read Also

Custom Map ​​​Icons Configuration

Add record detail information to the pop-up window 

Ascendix Search Configuration: Google Maps Key

Enable Salesforce Geocoding

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