GEOLOCATION FOR ACCOUNTS,CONTACTS AND LEADS

DISPLAY ACCOUNTS,CONTACTS,LEADS BASED ON LOCATION

Introduction:

Locate any Salesforce record data Address, anywhere in the world. These searches could be anything from a view of all accounts, clustered by concentrations, to a small neighborhood search for local leads and prospects. Geolocation will locate it (based on either an address or coordinates) and present it to you on an interactive Google Map.

After completing this unit, you’ll be able to:

• create the latitude and longitude fields for Accounts, Contacts, leads.
• Find the latitude and longitude of a place.
• Find the distance based on latitude and longitude.
  CREATE THE LATITUDE AND LONGITUDE  FIELDS FOR ACCOUNTS, CONTACTS, LEADS BY FOLLOWING TABLE.

  S.No	OBJECT	FIELD LABEL	API   NAME	DATA TYPE	DECIMAL PLACES	RETURN TYPE	ADVANCED FORMULA
  1	ACCOUNT	Billing Address Latitude	Billing_Address_Latitude__c	Formula	4	Number	BillingLatitude
  2	ACCOUNT	Billing Address Longitude	Billing_Address_Longitude__c	Formula	4	Number	BillingLongitude
  3	ACCOUNT	Billing Address Accuracy	Billing_Address_Accuracy__c	Formula	0	Text	Text( BillingGeocodeAccuracy )
  4	ACCOUNT	Shipping Address Latitude	Shipping_Address_Latitude__c	Formula	4	Number	ShippingLatitude
  5	ACCOUNT	Shipping Address Longitude	Shipping_Address_Longitude__c	Formula	4	Number	ShippingLongitude
  6	ACCOUNT	Shipping Address Accuracy	Shipping_Address_Accuracy__c	Formula	0	Text	Text( ShippingGeocodeAccuracy )
  7	CONTACT	Mailing Address Latitude	Mailing_Address_Latitude__c	Formula	4	Number	MailingLatitude
  8	CONTACT	Mailing Address Longitude	Mailing_Address_Longitude__c	Formula	0	Number	MailingLongitude
  9	CONTACT	Mailing Address Accuracy	Mailing_Address_Accuracy__c	Formula	0	Text	Text( MailingGeocodeAccuracy )
  10	LEADS	Address Latitude	Address_Latitude__c	Formula	4	Number	Latitude
  11	LEADS	Address Longitude	Address_Longitude__c	Formula	4	Number	Longitude
  12	LEADS	Address Accuracy	Address_Accuracy__c	Formula	0	Text	Text( GeocodeAccuracy )

  
  
• SCREEN SHOT FOR ACCOUNT LATITUDE,LONGITUDE,ACCURACY
  
  
          
  
          
  
  
  Create same as like this for Contacts and leads.
  
  
   Add the fileds to your pagelayouts.
  
  
  That's it for the Address field on leads! Now the geocode information associated with Address is visible on lead records. Repeat the same steps to add geocode information to the page layouts for accounts and contacts. Accounts have two address fields, and there are three associated geocode information fields (latitude, longitude, and accuracy rating) for each address.
  
  
  GEOCODE FIELDS:
  
  
  Geocode information identifies a location using a latitude, a longitude, and an accuracy rating. Geocode fields are available for standard addresses on accounts, contacts, and leads in Salesforce. Geocode fields are not visible on records, but they can be viewed using the Salesforce API.
  Geocodes are added to records using Data.com technology. However, a Data.com license is not required to use this feature
  1.)Setup>> enter Clean Rules in the Quick Find box >> select Clean Rules.
  
  
  2.)Edit a geocode clean rule. There are four geocode clean rules available.
  
  
  3.)Review your clean rule settings.
  
  
  4.)Save the rule.
  
  
  5.)Activate the rule.
  
  
  6.)If Clean all records when this rule is activated or saved is selected, geocodes are automatically added to all existing records. New records automatically get geocodes when they’re saved. Existing geocode values are overwritten.
  
  
  7.)Repeat this process for the other geocode clean rules.
  
  
  8.)In Salesforce Classic, if you want to be able to check the clean status of the geocode clean rules, add the Clean This Record with Data.com related list to the page layout for accounts, contacts, and leads. (In Lightning Experience, this step isn’t necessary!)
  
  
  9.)Fill the address in account,contacts,lead and press clean in related list of Record Detail Page.
   
  10.) To Integrate the map in to your developer org.
  
  
  
  
  create visualforce page like this
  
  
  
  
  <apex:page controller="Mapintegrations" showHeader="true" sidebar="false">
  <style type="text/css">
    html { height: 100% }
    body { height: 100%; margin: 0; padding: 0 }
    #map-canvas { width:1000px;height:600px; }
  </style>
  <body>
      <div id="map-canvas"/>
      <script src="https://maps.googleapis.com/maps/api/js?sensor=false"></script>
      <script>
      var map;
     
      function initialize() {
          var mapOptions = {
              center: new google.maps.LatLng(19.337962, 76.684570),
              zoom: 15
          };
          map = new google.maps.Map(document.getElementById("map-canvas"), mapOptions);
          plotlocation();
          plotlocationcon();
          plotlocationlead();
      }
     
      function plotlocation() {
          Visualforce.remoting.Manager.invokeAction('{!$RemoteAction.Mapintegrations.findAll}',
              function(result, event){
                  if (event.status) {
                      for (var i=0; i<result.length; i++) {
                          var id = result[i].Id;
                          var name = result[i].Name;
                          var lat = result[i].Billing_Address_Latitude__c;
                          var lng = result[i].Billing_Address_Longitude__c;
                          var lati =result[i].Shipping_Address_Latitude__c;
                          var lngi =result[i].Shipping_Address_Latitude__c;
                          addMarker(id, name, lat, lng,lati,lngi);
                      }
                  } else {
                      alert(event.message);
                  }
              },
              {escape: true}
          );
      }   
     
          function plotlocationcon() {
          Visualforce.remoting.Manager.invokeAction('{!$RemoteAction.Mapintegrations.findcon}',
              function(result, event){
                  if (event.status) {
                      for (var i=0; i<result.length; i++) {
                          var conid = result[i].Id;
                          var conname = result[i].Name;
                          var conlat = result[i].Address_Latitude__c;
                          var conlng = result[i].Address_Longitude__c;
                          addMarker(conid, conname, conlat, conlng);
                      }
                  } else {
                      alert(event.message);
                  }
              },
              {escape: true}
          );
      }
     
     
          function plotlocationlead() {
          Visualforce.remoting.Manager.invokeAction('{!$RemoteAction.Mapintegrations.findlead}',
              function(result, event){
                  if (event.status) {
                      for (var i=0; i<result.length; i++) {
                          var leadid = result[i].Id;
                          var leadname = result[i].Name;
                          var leadlat = result[i].Address_Latitude__c;
                          var leadlng = result[i].Address_Longitude__c;
                          addMarker(leadid, leadname, leadlat, leadlng);
                      }
                  } else {
                      alert(event.message);
                  }
              },
              {escape: true}
          );
      }
     
         function addMarker(id,name,lat,lng,lati,lngi,conid,conname,conlat,conlng,leadlat,leadlng) {
          var marker = new google.maps.Marker({
                  position: new google.maps.LatLng(lat,lng,lati,lngi,conlat, conlng,leadlat, leadlng),
                  map: map,
                  title: name            
          });
          google.maps.event.addListener(marker, 'click', function(event) {
              window.top.location = '/' + id;
          });
      }
     
      google.maps.event.addDomListener(window, 'load', initialize);
     
      </script>
  </body>
  </apex:page>
  
  
  
  
  CLASS FOR MAP INTEGRATION AND PLOTTING:
  
  
  global with sharing class Mapintegrations {
      @RemoteAction
      global static List<Account> findAll() {
          return [SELECT Id,Name,Billing_Address_Latitude__c, Billing_Address_Longitude__c,Billing_Address_Accuracy__c FROM Account];
              }
      @RemoteAction
      global static List<Contact> findcon() {
          return [select Id,Name,Address_Latitude__c,Address_Longitude__c,Address_Accuracy__c FROM Contact];    
      }
      @RemoteAction
      global static List<Lead> findlead() {
         return [select Id,Name,Address_Latitude__c,Address_Longitude__c,Address_Accuracy__c FROM Lead];
   }}