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All posts in Base Objects

New Geocoding Process

To migrate over to the new and improved geocoding process, please follow these steps: Click here for more information on Salesforce’s geocoding process. PLEASE NOTE: The new geocoding process DOES NOT affect Custom Base Objects. This configuration only applies to Accounts, Contacts, and Leads. Activate Geocode Clean Rules Setup → Administrator . . . Read more

Editing a Base Object

To edit a Base Object, or to ensure that it is correctly configured to mirror your Salesforce Org, follow these steps: 1. Go to Setup | Build | Installed Packages. 2. Find your MapAnything package and select Configure. 3. In the MapAnything Administration Menu, located in the top right corner, . . . Read more

Skip Failed Geocodes

Skip Failed Geocodes This field is put in place for when a user wants to geocode using batch automation. It tells the batch geocoder to skip any record where this field is marked as true. If you find that you have a large number of bad addresses you can export the . . . Read more

Create a Base Object (Group Edition)

Create a Base Object (Group Edition Only) To generate queries in MapAnything, “Base Objects” must be configured and mapped to the application. Please use the following as a guide when setting up all of your base objects. NOTE: Before the Base Object setup, you must first create the MapAnything Latitude and Longitude . . . Read more

Edit an Existing Base Object

Edit a Base Object Editing an existing Base Object will allow changes to queries in MapAnything. Objects you wish to see plotted in MapAnything will have to be configured first. When making changes to an existing Base Object, please follow these steps. 1. Go to Setup | Build | Installed . . . Read more

Configuring the Events Base Object for Importing Events

Configuring the Events Base Object for Importing Events In order to import events into a route the Events base object must first be configured. This article will cover the appropriate configuration of that object. Before configuring the Base Object you will need to create a Latitude/Longitude field on the activity object. 1. Go . . . Read more

Create a Custom Base Object

Create a Custom Base Object If you would like to configure MapAnything to work with the custom objects in your org, we recommend you contact us directly to ensure proper configuration within your Salesforce org. NOTE: Before the Custom Base Object setup, you must first create the MapAnything Latitude and Longitude . . . Read more

Creating Latitude/Longitude Fields for Mapping

Creating Latitude/Longitude Fields for Mapping You will now create the “Latitude (MapAnything)” and “Longitude (MapAnything)” custom fields for Accounts to be used in your MapAnything application. 1.To begin, go to Setup | App Setup | Customize | Accounts | Fields 2. Once you have reached the Account Fields page, scroll down . . . Read more

Creating Verified Latitude/Longitude Fields for Mapping

Creating Verified Latitude/Longitude Fields for Mapping Verified Latitude/Longitude fields are utilized when a MapAnything user needs to verify the position of a location. This can be done from either the desktop or mobile applications of MapAnything.  Learn more about setting a verified location.  1. Create Verified Latitude & Longitude fields . . . Read more

Clean Address Fields

Clean Address Fields Clean Address fields are utilized when an organization wants to capture the address values that are returned upon geocoding an address on a record. These fields are optional to use and will not effect the performance of MapAnything. For example, a field service company may want to use . . . Read more