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Manage Appointments with Salesforce Scheduler
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            Data Integration Rules for Salesforce Scheduler

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            Data Integration Rules for Salesforce Scheduler

            See how Salesforce Scheduler uses data integration rules to populate and update geolocation data.

            Required Editions

            Available in: Lightning Experience.
            Available in: Enterprise and Unlimited Editions

            When you add an address to certain types of records, data integration rules use Google Maps API to calculate the address's geolocation data: latitude, longitude, and location accuracy. You can reference this data, which is visible only in the API, in custom Salesforce Scheduler apps.

            The geolocation data feature, known as geocoding, is enabled for these objects:

            • Service appointments. Uses the Geocodes for Service Appointment Address data integration rule.
            • Service territories. Uses the Geocodes for Service Territory Address data integration rule.
            • Resource absences. Uses the Geocodes for Resource Absence Address data integration rule.
            • Service territory members. Uses the Geocodes for Service Territory Member Address data integration rule.

            Data integration rules generate values for these fields:

            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. Supported values— listed in order from most to least accurate—are:

            • Address: The building
            • NearAddress: A point 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 found for the address (for instance, the address is invalid)
            Note
            Note

            As Google Maps is restricted in China, Salesforce features that depend on Google Maps don’t work in China. To minimize errors and customize access for users in China, see Disable Google Maps-based Field Service features for China users.

            Keep Geocoding Data Current

            Salesforce uses data integration rules to refresh fields when:

            • A record is created or updated.
            • A record type's data integration rule is activated.

            Data integration rules run asynchronously and take time to process. The processing time depends on the number of records that are being updated.

            To check the status of a record’s geocoding data, select Check for New Data from the record's Actions menu. The status shows:

            • The time when the record’s geocoding data was last refreshed.
            • The record’s geocoding status. When the geocoding data is up to date, the In Sync status appears.
            • An Update button that lets you manually refresh the data.

            Opt Out of Geocoding

            If you’re using another geocoding service, you can opt out of Salesforce geocoding by deactivating the data integration rule of that object.

             
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