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Showing posts from August, 2016

Location Based Activities - Lightning

The new summer’16 feature automatic geocode for the address helps to track your nearby prospects and clients but you can also able to create location-based activities for the account, lead or contact records. Let’s see how to create location-based activity records. In this, below example, I will use the account record geolocation to track my activity records.  As a first step, set up the geocode clean rules -   Once you setup the rule then, geocodes are automatically added to existing accounts, contacts, and leads. New accounts, contacts, and leads get this information when they’re saved.  Next, I have created custom checkbox field in activity object called ‘Remind me at a Location’. Enable the checkbox field when creating the activity record. This is to identify which task I want to see based on the current geo-location so this activity record will use th