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            Set Up a Native GIS Connector

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            Set Up a Native GIS Connector

            To view Salesforce objects on the map, define a connector to automatically sync the Salesforce data with the relevant ArcGIS hosted feature layer. Map Salesforce objects and fields with ArcGIS layers, and define how often the connector should run. To update data at different intervals, you can create multiple connectors for each type of sync interval.

            Required Editions

            Available in: Lightning Experience.
            Available in: Enterprise Edition with the Asset Service Lifecycle Management add-on license, or in Performance, Unlimited, and Developer Editions.
            User Permissions Needed
            To set up connectors: Customize Application
            Note
            Note The connector creates and updates the records modified since the last sync, based on the Last Modified field on the record. During its initial run, the connector processes all changes from the previous seven days.
            1. From Setup, find and select, Field Maps Settings.
            2. Click New Connector.
            3. Enter a name and select the authentication record that you created.
            4. Click Next.
            5. Click the Plus icon icon and select an object that you want to sync. For example, Work Order, Work Order Line Item, Account, Location, Asset, or any custom objects that you’ve defined.
            6. You can define filters to update data for records containing specific values.
              1. From Filter By, select the field to use to update ArcGIS.
              2. Define the criteria and a value.
              3. Define more fields as required.
              4. Add filter logic to define how and when to apply the filters, using AND and OR logic.
              New Connector
            7. Under Feature Layer Details, define the details of the ArcGIS feature layer and the specific layer you want to connect to.
              1. For Feature Layer URL, navigate to the feature layer in your ArcGIS account and copy the URL.
              2. For Layer ID, enter 0 if your feature layer has only 1 layer. If it has multiple layers, open the layer and extract the value that appears after the sublayer query param in the browser’s URL. For example, if the layer’s browser URL is:
                https://sfsesri.maps.arcgis.com/home/item.html?id=bb42fdb05a46406c8082b9cb0a4ca526&sublayer=2,
                the Layer ID is 2.
              3. Click Get Fields and make sure that you see Assign Object Fields to Feature Layer Fields and Assign Geometry Fields. If you receive an error, make sure that you’ve set up the authentication record correctly.
            8. Under Assign Object Fields to Feature Layer Fields, you can map an object field to the equivalent field in the layer’s table in ArcGIS.
              Assign Objects
            9. Assign the Geometry types to an object field, which must contain a value.
              1. For polygons and lines, choose a text field, which includes a GeoJSON format.
              2. For points, choose a field of geolocation type.
              3. Click Next.
            10. Set the connector’s status to Active.
            11. Under Send connector data, define how often to sync Salesforce data with ArcGIS.
            12. Save your changes.

            Considerations

            • You can configure up to three connectors.
            • To avoid data conflicts, don’t send the same records to multiple feature layers.
            • The Native GIS connector supports only points, polylines and polygon geometry types.
            • Records in the ArcGIS feature layer persist even if they no longer fulfill the push criteria. When managing transactional data, develop a strategy for maintaining data relevancy, as records are not automatically removed from the feature layer unless they are deleted in Salesforce. To maintain accurate layers, you must either delete them manually or implement time-bound feature layers.

            Troubleshooting

            • When a GIS job fails, you can send yourself an email using Salesforce Flows, which can provide details that can help you troubleshoot issues. See Sending Emails from a Flow. Choose Gis Provider Connector Object Job Run as the object whose records trigger the flow when they’re created, updated, or deleted.
            • Optionally, if a connector job fails, you can fix the missing records manually in ArcGIS portal. You can also clone the connector and run it. After running the new connector, you can reuse the original connector.
             
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