Configure Custom Disposition for Mobile Check-In in Salesforce Maps

Custom Disposition allows field representatives to log structured activity data — such as call outcome or comments — when they check in or check out at a customer location using the Salesforce Maps Mobile app. Follow these steps to create and assign the required Task field set.

Steps to Configure a Custom Disposition Field Set:

1. From Setup, click on Object Manager and select Task object.
2. Select Field Sets and click on New.
3. Enter "Salesforce Maps Custom Disposition" for the Field Set Label. Enter "Salesforce Maps" for the Where is this used field. Select Save.
4. Add the fields you want field users to complete when they use Custom Disposition. Adding Comments is a good choice. Drag the Comments field to the In the Field Set section. Select Save.
   • Note: Only fields from the Task object should be added to your custom disposition.
5. Once this field set is created, enter "Installed Packages" in the Quick Find search box.
6. Select Configure for the Salesforce Maps package.
7. Select the Activity Settings tab.
8. In the Custom Disposition section, choose the Task Field Set you just created. Select Save.

Note: If Auto Check Out is enabled, the custom disposition page appears when the users "check in" on a marker.