Configure the One Way sync for the ArcGIS Connector in Maps

This article explains how to configure a one-way sync between Salesforce and ArcGIS Server using the Maps Connector for ArcGIS. It covers setting up the required fields on your object, importing existing ArcGIS data, mapping fields with Click2Create, configuring the ArcGIS object in Salesforce Maps, and scheduling the sync batch.

Object Setup

Setting up an object requires you to add a few fields to the object. These fields tell Salesforce Maps how, and where, to sync the field data. You need to add the following fields to your object. You do not need to enter any information into these fields yet, you just need to create them.

• Address (Text): The address of the asset. It is not strictly needed for the sync, but you will need it if you want to use Click2Create for ArcGIS objects in Salesforce Maps. For example, if you want to create a Fire Hydrant in ArcGIS Server, you can do this within Salesforce Maps by right-clicking the map. Some Salesforce or Maps Markers may already have this field, so there is no need to recreate it.
• FID (Number): The unique identifier assigned by ArcGIS Server. When you create a new Feature in ArcGIS Server, Salesforce Maps writes the FID of that feature to this field on the Salesforce record. The number field must be set to treat null fields as blanks.
• Feature Layer URL (Text): The REST Services URL where the Feature lives. For example, if you have Fire Hydrant Markers in Salesforce Maps, you need a field for the Fire Hydrant REST Services Layer.
• Last Pushed (Date Time): Salesforce Maps writes to this field whenever your record is pushed to ArcGIS Server, so it can track when a record was last synced.
• Latitude (Number 3, 15): The latitude of the Salesforce object. You may already have this field, in which case you do not need to add it.
• Longitude (Number 3, 15): The longitude of the Salesforce object. You may already have this field, in which case you do not need to add it.
• IsUpdated: A formula field returning a checkbox. This is an important field. Set the formula as follows:

ISNULL ( FID__c ) || LastModifiedDate > Sync_LastPushed__c + 0.000011*10

This formula checks two conditions: whether the FID field is blank, which means Salesforce Maps needs to create a new record in ArcGIS Server, and whether the record has been modified since it was last pushed, which means Salesforce Maps needs to update the existing record in ArcGIS Server. The API name for the Last Pushed field may be slightly different in your org.

Note: If you are working with more than 1,000 records in your sync, we recommend adding additional logic to the formula field to limit the number of records included in each batch. Adding an ISCHANGED operator tied to a particular field can help reduce the batch size. The ISNULL(FID__c) check is required, but you can customize the remaining logic for your use case. When the checkbox is checked, Salesforce Maps knows the record needs to be synced.

For more information on creating fields in Salesforce, see Create Custom Fields.

Initial Import from ArcGIS Server

Before the sync goes live, you need to perform an initial import from ArcGIS Server. This establishes a starting point where both Salesforce and ArcGIS Server data are known to be in sync. Manually export your ArcGIS data in a format Salesforce accepts, such as CSV, then import it into Salesforce using the Data Loader or the Data Import Wizard.

While doing this import, set the Last Pushed time to about 30 minutes in the future. For example, if you are importing your Fire Hydrants at 11:00 AM, set the Last Pushed time to 11:30 AM. You can then begin using the sync after 11:30 AM.

Creating an ArcGIS Layer with a Click2Create Template

Next, define which fields in Salesforce map to fields in ArcGIS. To do this, create a field set and a Click2Create template, described in Maps Connector for ArcGIS Enhanced Click2Create.

The field mapping in the Click2Create template determines which fields sync to ArcGIS Server. For example, if your Salesforce records have a Description section, map that section to the corresponding Description field in ArcGIS Server. Salesforce fields on the left are pushed to the ArcGIS Server fields on the right, and not all fields need to be mapped.

Keep this layer name handy, since you will need it when configuring an ArcGIS object in the next section. Click2Create still works as it did prior to the Spring 18 release, so you can still create Salesforce records based on ArcGIS data, such as creating a Case record on a Street Light Feature.

Configuring an ArcGIS Object

Now you can configure your ArcGIS objects in Salesforce Maps. ArcGIS objects are those that have a corresponding Feature in ArcGIS Server. If you do not want to sync a particular object to Server, simply do not create an ArcGIS object for it.

1. Navigate to Setup | Installed Packages | Configure for the Maps package.
2. Select ArcGIS Connector.
3. Select Add New to configure an ArcGIS object. This example uses a custom object called Tree Sync Test, which already has the fields you added in the previous step.

Setting Name: Give the setting a helpful name. For example, if you are pushing Tree records to ArcGIS Server, you might call this your Tree Sync setting.

Object: The Salesforce object you want to sync to Server.

Feature ID: Maps to the FID field you created earlier.

Last Pushed: Maps to the Last Pushed field you created earlier.

Updated: Maps to the IsUpdated field you created earlier.

Layer: Select the Salesforce Maps layer that has the Click2Create template.

Template: Select the Click2Create template on the Maps record.

Feature Layer URL: Copy and paste your Feature Layer URL into this field.

Authentication Token: Generate a token in the modal, either by pasting a token or generating one based on the Feature Layer URL. Generating a token requires valid user credentials. Salesforce Maps only supports short-term ArcGIS tokens.

Select Save. Your ArcGIS object can now be synced.

Configuring Click2Create for a Map Click

1. Navigate to Setup | Installed Packages | Configure for the Maps package.
2. Navigate to Click2Create.
3. Select the object for which ArcGIS sync is set up.
4. Map the address fields for Point of Interest (Latitude and Longitude, both mandatory), My Position (Latitude and Longitude, both mandatory), and Map Click (Latitude and Longitude, both mandatory).
5. Select the field set, then select Save.

For more information on configuring Click2Create, see Click2Create Configuration.

Using Click2Create

Once you have an ArcGIS object configured, you can use Click2Create to create new Features in ArcGIS Server directly from Salesforce Maps. For example, suppose you want to create a Tree record and have it appear in ArcGIS Server.

1. Right-click the map and select Drop Pin.
2. Move the pin to the location for the new ArcGIS feature.
3. In the popup, select Create Record.
4. Select the object, for example the Tree Sync Test object used in this example.
5. Notice the latitude and longitude fields are pre-populated based on where you clicked. Enter any other information about your object, then select Finish.

At this point, the new tree you created is automatically pushed to ArcGIS Server after you schedule a batch.

Running a Batch

Syncing to ArcGIS Server requires a batch job. The batch job collects new or updated records and sends them to ArcGIS Server. This batch job is limited to processing up to 1,000 records; exceeding that limit causes a "Too many SOQL queries: 101" error and the job fails to execute.

Note: Make sure the records collected for a batch (records where the IsUpdated field is set to true) have latitude and longitude populated, otherwise the batch will fail to run.

1. Select the Batch Settings tab.
2. Select Add New to create a new batch. You have a few options:

Run this batch: You can run a batch once or multiple times, for example if you want a one-time push of a large number of records.

Batch Name: For a recurring batch, provide a name so you can remember what you are syncing.

ArcGIS Object: The ArcGIS object you configured in the previous step. This example uses the Tree Sync object.

Repeats: Designates the frequency of the sync.

When you are ready, select Schedule Batch.