In this blog post, we’ll explore the concept of presenting/displaying nearby Salesforce Accounts using the user’s current location/position. We’ll guide you through the process of integrating a function enabling users to access Account details by simply clicking a “Current Location” button, leveraging geolocation capabilities.
For example, while users are on the go, they can effortlessly retrieve information about their current whereabouts and nearby clients within a designated radius. and using the details we can dispaly nearby Salesforce Accounts using the user’s current location.
Salesforce Accounts using the user’s current location
- This feature will present a list of Accounts along with their corresponding Addresses on maps, customized to the current location of the sales representative, this will show Salesforce Accounts using the user’s current location.
- Within Salesforce, this capability will aid users in strategically planning visits and keeping track of their respective customers within the closest radius to the sales user’s current address.
- Seamlessly integrated with geocoding, this functionality will retrieve latitude and longitude information for the addresses of the accounts. These coordinates will then be compared with the current location of the Salesforce user.
You can find the dedicated app we developed for this purpose named "Geolocation" App. You will have to add details by navigating to the Quick Find search bar and enter "Tabs". Name the tab "GeoLocation App" and associate it with your custom Lightning component, ensure to add it to this tab.
- The tooltips will be incorporated above the map marker, displaying details such as street name, account name, phone number, and associated address information.
- This functionality will be developed using Lightning Web Components and will be compatible with both desktop and mobile applications.
By following the above blog instructions, you will be able to learn “How to display nearby Salesforce Accounts using the user’s current location.“
More details about the product are available on our website and Salesforce AppExchange.
We hope you may find this blog resourceful and helpful. However, if you still have concerns and need more help, please contact us at salesforce@greytrix.com.
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