Mapping Custom Objects
Mapping Custom Objects
To map custom objects, they first need to be geocoded using the Map Geocoder. Before you can do this, you’ll need to create a custom mapping for the object in the Map Geocoder. When setting up the mapping, you’ll select the object, choose the address fields (Street, City, State, Country, Zip) for mapping, and a geolocation field.
Note: The address fields must have the Text data type.
How to Map Custom Objects
To map a custom object:
1. Open the App Launcher.
• Search for “Vision-e Maps".
2. Open the Map Geocoder:
• Click on the Vision-e Geocodes tab, or
• Use the Map Geocoder shortcut in the map sidebar.
3. Manage Custom Mappings:
• In the Map Geocoder, click “Manage custom mappings.”
• Then, click “Create a new mapping.”
4. Select Your Custom Object:
• Under the “Object” column, click “Choose” and select the custom object you want to map.
Note: The object’s address fields must be of the “Text” field type, and the object must have a geolocation field.
5. Map the Address and Geolocation Fields.
Note: At this stage, you can map additional custom objects by clicking "Create a new mapping."
6. Save Your Changes:
• Click “Save Changes” once you’ve created the mappings.
7. Geocode the Custom Object:
• The custom object will now appear under the standard objects.
• Check the box next to the object and click “Geocode selected objects.”
8. Download to Salesforce:
• Once the geocoding job is complete, click “Download to Salesforce.”