How is Salesforce improving support for your sales and marketing teams? Now you can find nearby prospects with Salesforce geocodes!
With the release of Geocodes for Address in the Summer ’16, you can now help your sales and marketing teams find nearby prospects. With a few clicks, you can set up and activate the geocode clean rules. The geocodes will be added for addresses on existing and new accounts, contact and leads.
Geocodes are added only for some of the standard address.
- Billing Address on accounts
- Shipping Address on accounts
- Mailing Address on contacts
- Address on leads
How can geocodes help, you ask? Geocodes can help identify locations using latitudes and longitudes. Geocodes also has an accuracy rating. Now, by default these fields are not visible. If you do want to see the fields, you have the option to create custom fields.
A couple of things to take into consideration:
- You can only set up geocodes clean rules in Salesforce Classic
- Person accounts are not supported.
StarrData helps you get the most out of Salesforce. If you would like information on the services we offer, call us at (888) 391-4493 x101.
Reader Interactions