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.

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 how to 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.

Locating the custom settings for preferences in Salesforce.

Setting a preference active.

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