Geocoding is a process of analysing postal addresses of accounts and contacts to deduce their geographic localisation. Each address is associated to a pair of X and Y coordinates enabling the account or contact to be represented on a map. This operation can be applied to batch data, or via the Geocoding menu, which will enable manual error handling.
> Accounts / contacts tabs
To geocode a series of accounts or contacts:
1. Select your preferred view (for example, All accounts or All contacts) and then the accounts/contacts to geocode via the selection check-boxes provided:
By default, a view displays a limited number of records per page. Make sure you display enough records per page (this can be configured at the bottom left of the table) if you want to select the full complement of your accounts/contacts. In our example, to select the 57 accounts, we need to display 100 records per page.
2. Click on Geocode to run geocoding on selected accounts/contacts:
3. Once geocoding has started, a message indicates that the operation is in progress:
4. When geocoding has completed, a notification is sent via email to the address of the user connected to the application:
5. Check that all your accounts/contacts have been geocoded: go into the Administration tab and then into Batch Geocoding.
This interface also allows you to run a geocoding process directly on the whole series of accounts/contacts.
6. If accounts / contacts have not been geocoded, this means that the associated address presented an error and/or several locations are possible for a single address. For example, if the address entered is gare Paris, you need to choose the appropriate location. Click on the target icon to view the location on the map, and then click on the correct address to validate the position:
To consult non-geocoded accounts /contacts, create a Non-geocoded Accounts/Contacts listing, proceeding as follows:
7. The accounts or contacts can then be viewed in the map using the View map button, or manipulated in Opti-Time for Salesforce:
Manual geocoding and error handling
The Geocoding tab allows you to handle a previously saved list view, and to geocode all the records saved. In the same way as for batch geocoding, the user must have configured the fields that contain the address, the post code, the city or the country beforehand in the Administration tab, and the Mapping objects and fields option.
In the Geocoding tab, you can select the objects impacted (accounts, contacts…) and the view to be handled. The addresses to geocode are then numbered and displayed in the interface. Click on the Geocode button to run the geocoding. Click on the icon to display the geocoding statistics (number of geocoding items on address, street, city…). In the drop-down menu the user can choose the addresses to display depending on their precise localisation.
Once the geocoding has been run, it will be possible to display only those addresses that have an acceptable geolocation accuracy (city, for example) so they can be treated manually, For each line, it will be possible to edit the entry address and click on Search to apply a search on reworked addresses. Several options are available: the user can choose between these and then click on Choose to validate their choice.
The accounts are then geocoded, and will be visible on the map.
More Opti-Time for Salesforce Help
Consult Opti-Time for Salesforce Help to find out how to:
- Geolocate / geocode an account / contact
- View an account / contact on a map
- View several accounts / contacts on a map
- Apply a colour condition to map markers
- Search for accounts / contacts in proximity to a reference point
- Calculate a route
- Optimise a route