Enable Address Mapping Using Geocoding

You can quite literally put your accounts and contacts on the map by enabling geocoding as described in this topic. Geocoding turns the addresses you enter or import into longitude and latitude coordinates so that the locations can be displayed on a map.

Note: Geocoding isn't the same as the Geo Code Types defined in Geography Hierarchies. Examples of Geo Code Types are FIPS code, ISO country code, and so on. You can view Geo Code Types on the Manage Geography Hierarchy page under the Code Type column.

Enabling address mapping involves two steps:

1. You turn on the geocoding feature

2. You run a process that converts the addresses into coordinates

Your sales team must enter valid postal addresses for geocoding to work, so it's a good idea for you to validate the addresses in your application by subscribing to Oracle Address, Email, and Phone Verification.

What You Are Enabling

Salespeople can use geocoding in two ways:

• In the office, salespeople can view the location of an account address on the map while editing the account record.

  

• Using Oracle CX Cloud Mobile on their smartphones, salespeople can view a map showing the locations of accounts and contacts within a certain radius of their current location, or any other location they choose. They can obtain travel directions to any of the locations with the tap of a finger (CX Cloud Mobile passes the coordinates to the native mapping application on the phone).

  

Enable Geocoding

To enable Geocoding, click the arrow mark under the Geocoding Defined column header and make sure that the arrow mark transforms into a tick mark. Here are the steps:

1. Open the Manage Geographies task from the implementation project or from Setup and Maintenance work area using the following:

   • Offering: Customer Data Management

   • Functional Area: Enterprise Profile

   • Task: Manage Geographies

2. On the Manage Geographies page, search for a country you imported using either its name or its two letter ISO code. For example, you can search by entering either the country name United States or the two letter ISO code US, and clicking Search.

3. Select the Geocoding Defined icon.

4. Click Done.

Here's a figure of the Manage Geographies page with Geocoding Defined check box highlighted:

Run the Populate Location Latitude and Longitude Process

Once geocoding is enabled, you can schedule the Populate Location Latitude and Longitude Information process to run at regular time intervals so that newly created or updated locations are selected and geocoded. Addresses that salespeople enter or addresses that you import don't show up on the map until the process completes, so schedule the process to run as frequently as necessary and each time you import. To schedule the geocoding feature to run at regular intervals, complete these steps:

1. Navigate to the Scheduled Processes from the Tools work area.

2. Click Schedule New Process.

3. Click the Name drop-down list icon and the Search link at the bottom of the list.

4. In the Search and Select: Name window, search for Populate Location Latitude and Longitude Information.

5. Select the process name form the search result and click OK.

6. Click OK in the Schedule new Process dialog box to confirm the name and description of the new process.

7. In the Process Details page, click Advanced to view the advanced options.

8. You can make the following entries on the Parameters Tab:

   Parameter	What to Enter
   Country Code	Leave this field blank if you want to generate the coordinates for all the countries you enabled for geocoding, or enter a specific country code.
   Start Date, End Date, and Regenerate Geocode	Leave these fields blank. The geocoding process picks up any addresses that haven't been geocoded previously.
   Batch Size	Leave this field blank. If the Populate Location Latitude and Longitude Information scheduled process is run without any parameters, the process picks all addresses of countries for which geocoding is enabled. This scheduled process can populate a maximum of 10,000 address locations. If the total number of addresses to be geocoded are more than 10,000, you may have to run this scheduled process many times with each batch of size of 1000 addresses. This scheduled process populates Latitude and Longitude values in the HZ_LOCATIONS table. This scheduled process continues to pickup already processed addresses for which the latitude or longitude parameters are null.

9. Click Process Option to set options such as Language, Territory, Currency, and Time Zone.

10. Click OK to the Process Options page.

11. Schedule the process to run regularly:

    • Click the Schedule tab.

    • Select Using a Schedule and specify the frequency.

12. Click Submit. The application confirms your process was submitted.

13. Click OK to the confirmation message. You can monitor the process completion on the Overview page.