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            Manage Data Integration Rules for Field Service

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            Manage Data Integration Rules for Field Service

            Set up data integration rules to ensure that service resource travel time is accurately calculated.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.

            When you add a street address to certain types of field service records, Salesforce calculates the address’s latitude, longitude, and location accuracy. You can reference this data, which is visible only in the API, in any custom field service applications. Geolocation information is used to calculate service resource travel times if the Field Service managed package is installed.

            This geolocation data feature, known as “geocoding”, is enabled for all supported field service objects when you enable Field Service. The API contains values for the three fields in the following table on:

            • Work orders
            • Work order line items
            • Service appointments
            • Service territories
            • Resource absences
            • Service territory members
            Field Name Description
            Latitude The latitude of the street address.
            Longitude The longitude of the street address.
            GeocodeAccuracy

            The accuracy of the latitude and longitude. This field contains one of the following values, listed in order from most to least accurate:

            • Address: In the same building
            • NearAddress: Near the address
            • Block: Midway point of the block
            • Street: Midway point of the street
            • ExtendedZip: Center of the extended ZIP code area
            • Zip: Center of the ZIP code area
            • Neighborhood: Center of the neighborhood
            • City: Center of the city
            • County: Center of the county
            • State: Center of the state
            • Unknown: No match for the address was found (for instance, the address is invalid)
            Note
            Note Because Google Maps is restricted in China, Field Service features that depend on Google Maps don’t work there.

            Keep Geocoding Data Current

            Salesforce uses data integration rules to periodically refresh these three fields. A refresh occurs when:

            • The record is created or updated
            • The record type’s data integration rule is deactivated and reactivated

            Allow some time for the geocoding fields to refresh. The processing time varies based on the number of records being updated.

            Note
            Note If bulk geocoding is turned off for a data integration rule, deactivating or reactivating the rule doesn't refresh the geocoding fields. Bulk geocoding is enabled by default.

            To keep an eye on the status of a record’s geocoding data:

            • In Lightning Experience: On the record, select Check for New Data in the action menu.
            • In Salesforce Classic: Add the Data Integration Rules related list to the detail page layout of the records you’d like to track. The related list includes:
              • The time the record’s geocoding data was last refreshed.
              • The record’s geocoding status. To learn what each status means, see Statuses for Data Integration. A status of In Sync means that your geocoding data is current.
              • An Update link that lets you manually run an instant refresh.

            Opt out of Geocoding

            If you’re already using another geocoding service, opt out of Field Service geocoding:

            1. From Setup, enter Data Integration in the Quick Find box, then select Data Integration Rules.
            2. Click Deactivate next to the following rules.
              • Geocodes for Work Order Address
              • Geocodes for Work Order Line Item Address
              • Geocodes for Service Appointment Address
              • Geocodes for Service Territory Address
              • Geocodes for Service Territory Member Address
              • Geocodes for Resource Absence Address

            See Also

             
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