Salesforce Maps Apex Developer Guide

Overview
Requirements
Apex Methods
Assign Records to Owners Using an Assignment Plan
Create a Route
Create Routes for Specific Users
Create Routes from Visit Plan
Get a Route
Get the Boundary Information
Get the Distance Matrix
Get the Geographical Coordinates of an Address
Get the Geographical Coordinates of Addresses in Batch
Permanently Delete Datasets and Alignments
Retrieve Data That Salesforce Maps Hosts
Retrieve the Geographical Data of Country-Specific Shapes
Retrieve the Geographical Data of Polygons
Retrieve the Territories in Which the Records Reside
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Assign Records to Owners Using an Assignment Plan

The AssignRecords() Apex method assigns records to users automatically using rules specified in an assignment plan. For example, suppose that you use a web-to-lead generation form to generate inbound leads in Salesforce. You use the AssignRecords() method to assign those leads to sales reps as soon as the lead records are created, reducing the time for sales reps to contact leads.

Signature

Where,
  • maps is the namespace that's available after you install Salesforce Maps.
  • API is the class that contains the global methods exposed to developers.
  • AssignRecords() is the method.

Sample Code

This code assigns accounts to reps based on an existing assignment plan. The AssignRecords() method returns a List<sObject> containing the records that were assigned to an assignment plan, the plan ID, and the records that weren't assigned to an assignment plan.

The AssignRecords() global method uses the last record cache to assign records. As a best practice, schedule assignment of records frequently in a batch to keep the cache up to date. For more information, see Salesforce Help: Schedule and Run Record Assignments.

If you invoke methods within a flow, process builder, or trigger, avoid uncommitted work errors when you perform one of the following.

  • Call the methods through a future method
  • Call the methods as queueable

Different processes refresh the token, such as plotting a route or schedule. The refresh process is almost immediate after each qualifying action occurs.

Warning

Example

Invocable Example

Trigger Example

Sample Response

This method returns an Apex Map<String, Object> object that contains the records assigned, the plan ID, and records not assigned. This JSON response illustrates the essential data returned.