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Enable Auto-update Geolocation

Overview

The geolocation fields for the following objects "Job," "Activity," "Resource," and "Location" can be automatically populated and updated when the "Address" field is changed.

Note

To enable this functionality you must have the following Salesforce managed package installed (as the minimum): Sked package v102.38.1.

Prerequisites

You need a Salesforce user to act as the integration user. This user should:

  • Have permission to perform any necessary action in Salesforce on behalf of normal users.

  • Have "Skedulo Scheduler" permission set assigned.

  • Have value "Administrator" in the field "skeduloUserType" of its user record.

You must also have a Skedulo API token configured in your Salesforce org. See Configure a Skedulo API Token in Skedulo for Salesforce for more information.

Enable Geocoding For Objects

Using Salesforce CRM:

  1. Open "Setup."

  2. Search for "Custom Settings."

  3. For "Preferences," click on "Manage."

  4. The following four records correspond to the objects to enabled geocode auto-update. Edit the desired records and change the "Set" field to be true (checked):

    1. activityGeolocation.

    2. jobGeolocation.

    3. locationGeolocation.

    4. resourceGeolocation.

  5. Save any changes.

Important

Do not inadvertently edit other "Preferences."

Locating the custom settings for preferences in Salesforce.

Locating the custom settings for preferences in Salesforce.

Setting a preference active.

Setting a preference active.

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