Create and Import Location and Address Records

Note This topic provides an overview of working with location and address records. For detailed information, see the Work.com Developer Guide.

Note When you insert Location records, limit the batch size to 4000. If there are more processes running on Location in your org, the batch size needs to be less than 4000.

Each location record has a Location Type. By default, possible values in Work.com are:

• Building
• Campus
• Floor
• Plant
• Site
• Space
• Store
• Warehouse

If you want to create location types that represent abstract groupings, such as the San Francisco Bay Area or Central Europe, set location search filtering to all levels instead of to only level 1 (the default).

A Location record can have child Location records, which are called sublocations. Create a hierarchy that goes all the way to the employee work area and assign each employee to their work area sublocation, for example, Building > Floor > Space.

Note Assign employees to the lowest level of the hierarchy. By assigning them to the lowest level, you can track the operating status of each work area and the health of employees assigned to that work area. To manage shifts, you must assign employees to the lowest level of the hierarchy.

Each Location record has a Location Level, which is assigned automatically. A top-level, root location is level 1. A sublocation of level 1 is level 2, and so on.

A location hierarchy can include up to 10,000 locations. A hierarchy includes a level 1 location and all its sublocations. A location path includes a level 1 location and supports up to 13 levels.

Note It's a best practice to assign a visitor address only to a physical place, like a building. Another best practice is to have only one location with a visitor address in the path from a level 1 location down to each of its lowest descendants.

Shift Management requires unique Location names no longer than 40 characters. If you’re using Shift Management, observe these limits.

Work.com adds two fields to the Location standard object: Status, and Status Last Updated. Although neither of these fields is required to create a record, provide a Status so that you can monitor it in the Command Center. If you don’t provide a Status, the location’s map icon is gray. The Location object doesn’t support Activities.

• Status—The functional state of a location. By default, the possible values are:
  • Hard Close
  • Open
  • Reduced Density
  • Soft Close

Provide a Visitor Address so you can see a status pin in the map of the Location Workplace Status component. A Visitor Address is a reference to a child Address record. For locations within the US, use the two letter State code in the address field to ensure compatibility with other Work.com apps.

Note To create an Address record via the UI, create a Location record and save it without a value for Visitor Address. Then open the record and create an address from the Addresses related list. After you create level 1 locations, create sublocations. On a child record, set the Parent Location to the immediate parent.