Slaesforce FAQ

how to track location in salesforce

by Dr. Maida Barton Published 2 years ago Updated 2 years ago
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to do so, go to Setup> Create> Tabs> New. Then, select Sales_Visit as the Visualforce Page. Enter Sales Visit as the tab label. Then, make sure to mark "Mobile Ready" to enable this tab in mobile mode. And now, whenever a new record is saved in Sales Visit, the location of the user is captured along with it.

To enable live location tracking, select the Settings icon at the top left of the screen, then toggle on Live Location. time, and select Ok. 5. If you would like your live location to turn on automatically when you launch the Salesforce Maps app, toggle on Enable on App Launch.

Full Answer

How do I track my inventory in Salesforce?

To track your inventory in Salesforce, create product items, which represent the stock of a particular product a particular location. For example, create a product item that represents the 500 bolts you have in stock at your Warehouse A location. Each product item must be associated with a location.

What is “location” in Salesforce?

“Location” in Salesforce can also refer to the geolocation compound field found on many standard objects. When referencing the Location object in your Apex code, always use Schema.Location instead of Location to prevent confusion with the standard Location compound field.

How to capture current location in Salesforce using geolocation API?

Geolocation is a JavaScript API, so you'll have to have a Visualforce page, sidebar component or mobile application which the user opens to capture their current location. Having captured it in JavaScript, you'll then need to write it back to the Salesforce server.

What is service resource tracking in Salesforce field service?

Field Service mobile users need the Field Service Mobile user license to access the app. When service resource tracking is enabled, the Field Service mobile app uploads the geolocation of app users to Salesforce at regular intervals. Enable service resource tracking in Setup.

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How to track User location in Salesforce?

You can track the geographic location of IP addresses for user logins from the Login History report, Session Management pages, Setup Audit Trail, or by querying the LoginGeo object. When a User attempts to login to Salesforce, geographic information about the login attempt is obtained from the LoginGeo object.

Does Salesforce app track location?

Location Tracking: The location tracking feature supported by the Salesforce tracking software works amazingly towards tracking the current location of the sales agents, which is a prerequisite for keeping a track of their activities.

How do I enable my live location?

How to turn Location Services on or off for specific appsGo to Settings > Privacy > Location Services.Make sure that Location Services is on.Scroll down to find the app.Tap the app and select an option: Never: Prevents access to Location Services information.

What is Salesforce maps?

Salesforce Maps is a location intelligence and map visualization tool that integrates with your Salesforce CRM, simplifying territory management. With Salesforce Maps you can create territories for your field sales reps and easily see the outcomes.

How can I know my current location?

Find your current location on the mapOn your computer, open Google Maps.At the bottom right, click My location. . The blue dot shows your location.

How do you know if your location is on?

Open your phone's Settings app. Under "Personal," tap Location access. At the top of the screen, turn Access to my location on or off.

Can someone track your location from a text?

With their GPS radios and constant data connection, smartphones are technically capable of tracking our location and monitoring our activity, which is enough to raise privacy concerns among users. Few people know, however, that phones can be tracked using little more than a text message.

What is location in Salesforce?

“Location” in Salesforce can also refer to the geolocation compound field found on many standard objects.

How to track inventory in Salesforce?

To track your inventory in Salesforce, create product items, which represent the stock of a particular product a particular location. For example, create a product item that represents the 500 bolts you have in stock at your Warehouse A location. Each product item must be associated with a location.

What is the level of a location hierarchy?

The location’s position in a location hierarchy. If the location has no parent or child locations, its level is 1. Locations that belong to a hierarchy have a level of 1 for the root location, 2 for the child locations of the root location, 3 for their children, and so forth.

Usage

Before creating any location records, add at least one value to the Location Type picklist. LocationType is a required field.

Associated Objects

This object has the following associated objects. Unless noted, they are available in the same API version as this object.

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