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How to display the list of nearby accounts using the geo location feature of latitude and longitude

 

Our Sales persons are always on the road. When they visit a customer (Account), they like to find out is there another customer (Account) nearby where they can visit for maximum utilization of their time. I know this scenario can be  automated using the Geolocation feature. I have a formula field on the account object Location_Address__c   

Formula is  ShippingStreet + ' ' + ShippingCity + ' '+ ShippingState + ' '+ShippingPostalCode

 

On the Account object I have the Shipping Latitude  and Shipping Longitude fields on my page layout which gives me the latitude and longitude.

 

My requirement is to have a Get NearBy” button on the detail page of Account record or have something similiar which can fethch the nearby accounts.

When the user will click on this record, we will display a list of nearby Accounts sorted by distance from the current account. The Salesperson can then decide which customers he will like to visit.

I know we can use SQL query but I am not sure how to populate the nearest accounts. 

 

I have already activated the Data Integration Rules for  account object. I havea activated Geocodes for Account Shipping Address and  Geocodes for Account Billing Address for account object.

2 comments
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Does anyone have experience using InsideView's Data Integrity product as a replacement for Data.com?  

3 comments
  1. Dec 1, 2020, 3:24 PM

    Hi Marcel,

    Nancy Doherty here from Babson College. We purchased InsideView's offering when we were looking for a replacement solution for

    Data.com. I'm not sure what type of "experience" you are looking for, but the Salesforce team at Babson has worked very closely with the product, and our IV team, so if you have any specific questions you would like to ask, please let me know. I can share with you that we are beyond thrilled with the product and our partnership with IV. @Doug Meyer @Charlie Gore
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Has anyone received this error when running the data.com dependency finder scans? System.CalloutException: IO Exception: Exceeded max size limit of 12000000

(ddcdf)

1 comment
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Issues with scanning Data.com dependencies using Data.com Dependency Finder.

 

I have installed Data.com Dependency Finder by Traction onDemand in a sandbox to find the dependencies to be taken care when Data.com retires. The issue is after installation, when I go to the app, on the Recommendations Tab, I get a warning in yellow saying 'The scanner hasn't been started yet'. This warning stays on and there is nothing or nowhere I can click to start the dependency scanning. Is anyone facing similar issues and any resolution? Thanks

1 comment
  1. Apr 21, 2020, 10:19 PM
    click on the scan tab. Then create a new scan. It will hopefully finish successfully and then you will see data in the recommendations screen. Make sure on your scan that you check the include in exports box so that the data is available to download
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Hi All, It would be appreciated if anyone could help with the belwo issue which we are facing.

 

We are not able to relate multiple different emails to different accounts using salesforce for outlook ( Email content is same but sending to different emails) .

Our team is using salesforce for outlook and relate daily more than100 emails using salesforce for outlook. We are relating different emails with the same content to different accounts but the related emails get unsynced and we are getting the below error message.

 

The ERROR message which users are getting is :- "" Relating this email to XXX will remove it from YYY. Click Again to Confirm. ( here XXX is one account and YYY is another account)

 

Our team is getting this attached error message when relating different emails to different accounts using salesforce for outlook.

 

Also they are getting an error message as I have attached. The error message says ""We couldnt relate this item. Please try relaing this item again.""

1 comment
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Hi,

I have installed

Data.com<http://data.com/> Dependency Finder by Traction onDemand in a sandbox to find the dependencies to be taken care when Data.com<http://data.com/

> retires. The issue is after installation, when I go to the app, on the Recommendations Tab, I get a warning in yellow saying 'The scanner hasn't been started yet'. This warning stays on and there is nothing or nowhere I can click to start the dependency scanning. Is anyone facing similar issues and any resolution?

Thanks

Pranali Naik

Amazon EU SARL, 38 avenue John F. Kennedy, L-1855 Luxembourg, R.C.S. Luxembourg B101818

Amazon EU SARL, UK Branch. Registered in England and Wales with branch registration number BR017427 with its registered office at 1 Principal Place, Worship Street, London, EC2A 2FA, United Kingdom.

3 comments
  1. Mar 9, 2020, 11:05 PM
    As a Salesforce partner, just wanted to connect real quick. With the sunset of Data.com, many are evaluating their data strategy with Salesforce, or looking for a Data.com

    alternative.

    We are helping to provide support through transitions. Happy to send over something on our Switch Now, Pay Later program.

    Do you have time to connect for a few minutes early next week?

    Shoot me an email:

    nicole.jarsak@insideview.com
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I am having trouble knowing if I am running this Data.com dependency finder completely.  I have gotten 3 completes, 6 errors, and 3 with numbers.   The Metadata report and class, and trigger were complete.  I don't have any validation rules, is that why there is an error.  I am in Professional edition, can someone please help me know to interpret this? 

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How long can someone expect a scan to last?

4 comments
  1. Jan 3, 2020, 8:33 PM
    Wow, it just ran it and it took only a few seconds, but we have a small org that is on Professional. I;m thinking it didn't run properly; however, I did get some metadata in reports.
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I am trying to installed "Data.com Dependency Finder" appexchange in my sandbox but I always redirected into a login.salesforce. Anyone familiar how can i installed it in my sandbox(Unlimited Edition)?  

 

When i tried to change the url into test.salesforce then logged in , I encountered this "

Hmm. Something's not right.

Try refreshing the page, or come back to AppExchange in a few minutes."

 

Appreciate if someone will help me regarding this. Thank you!

1 comment
  1. Dec 30, 2019, 4:53 AM

    I had the same situation and the issue was 3rd party apps cannot be installed to sandboxes without production access. In my case our Devops engineer had to install it as he had the access privileges to the production environment. He installed it there and then pushed it to my sandbox.

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