{"id":5314,"date":"2023-07-11T15:21:19","date_gmt":"2023-07-11T13:21:19","guid":{"rendered":"https:\/\/www.geopostcodes.com\/en-GB\/?p=5314"},"modified":"2026-04-01T07:01:01","modified_gmt":"2026-04-01T07:01:01","slug":"add-geocoded-zip-codes-to-salesforce","status":"publish","type":"post","link":"https:\/\/www.geopostcodes.com\/en-GB\/blog\/add-geocoded-zip-codes-to-salesforce\/","title":{"rendered":"How to add geocoded postcodes to Salesforce"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Key Takeaways<\/h2>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div style=\"height:0px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Geocoded postcodes in Salesforce enable personalized marketing and CRM insights<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>GeoPostcodes integration optimizes territories, sales, and service delivery<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Postcode mapping analyzes revenue and segments customers in Salesforce<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Geocoded data. can filter customers by location for targeted promotional campaigns<br><\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Introduction<\/h2>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Most software solutions are only as good as the data you put into them, and your CRM is no different.<\/p>\n\n\n\n<p>One way to improve a CRM is to add accurate geocoded postcodes to your accounts. It allows you to segment your customers and prospects by regions, countries, and postcodes to personalize your marketing campaigns, offer targeted promotions, and better understand your customer base. You can also use it to<a href=\"https:\/\/www.geopostcodes.com\/en-GB\/blog\/comparing-sales-territory-mapping-software-options\/\" target=\"_blank\" rel=\"noreferrer noopener\"> map sales territories<\/a>, distribution centers, and customers to optimize your sales operations, reduce travel costs, and improve your customer service.<\/p>\n\n\n\n<p class=\"has-background\" style=\"background-color:#d7efff\">\ud83d\udca1 For over 15 years, we have created the most comprehensive&nbsp;<a href=\"https:\/\/www.geopostcodes.com\/en-GB\/postal-zip-code-database\/\" target=\"_blank\" rel=\"noreferrer noopener\">worldwide postcode database<\/a>. Our location data is updated weekly, relying on more than 1,500 sources. Browse GeoPostcodes datasets and&nbsp;<strong><a href=\"https:\/\/public.geopostcodes.com\/portal-signup\" target=\"_blank\" rel=\"noreferrer noopener\">download a free sample here<\/a>.<\/strong><\/p>\n\n\n\n<p><a href=\"https:\/\/www.geopostcodes.com\/en-GB\/blog\/international-address-validation\/\" target=\"_blank\" rel=\"noreferrer noopener\">Clean address data<\/a> is essential for setting up correct SLAs and accurate shipping and direct mail. It even allows you to map contacts to the appropriate <a href=\"https:\/\/public.geopostcodes.com\/time-zones-and-countries-conversion-table\" target=\"_blank\" rel=\"noreferrer noopener\">time zone.<\/a><\/p>\n\n\n\n<p>For Salesforce specifically, adding postcode coordinates lets you leverage features like its&nbsp;<a href=\"https:\/\/www.salesforce.com\/products\/sales-cloud\/tools\/territory-planning\/\" target=\"_blank\" rel=\"noreferrer noopener\">territory planning<\/a>&nbsp;for creating and managing sales territories, optimizing sales coverage, and improving efficiency.<\/p>\n\n\n\n<p>In this tutorial, you&#8217;ll learn how to add geocoded postcodes from <a href=\"https:\/\/www.geopostcodes.com\/en-GB\/\" target=\"_blank\" rel=\"noreferrer noopener\">GeoPostcodes <\/a>to <a href=\"https:\/\/www.salesforce.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce<\/a>. You will see how to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>obtain geocoded postcodes from GeoPostcodes and import them into Salesforce<\/li>\n\n\n\n<li>map the postcode coordinates to account information for a fictitious coffee company in Brazil<\/li>\n\n\n\n<li>use the mapped data to filter and segment your&nbsp;<code>Accounts<\/code>&nbsp;data<\/li>\n<\/ul>\n\n\n\n<p>You can find the code for this tutorial in&nbsp;<a href=\"https:\/\/github.com\/GeoPostcodes\/blogs\/tree\/main\/step-by-step-guide-to-salesforce\" target=\"_blank\" rel=\"noreferrer noopener\">this GitHub repo<\/a>.<\/p>\n\n\n\n<div style=\"height:60px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"prerequisites\"><strong>The Power of Postcode Data<\/strong><\/h2>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Wielding Demographic Information with Postcodes<\/strong><\/h3>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>One of the benefits of using postcode data in Salesforce is that you can access demographic information about each postcode area. Demographic information is data that describes the characteristics of a population, such as age, gender, race, ethnicity, income, education, occupation, household size, marital status, etc. <\/p>\n\n\n\n<p>Demographic information can help you segment your customers based on their needs, preferences, and behaviors. For example, you can use demographic information to identify which postcode areas have a high concentration of young professionals who are likely to buy your premium products or which postcode areas have a large number of families who need your services.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><strong>Revenue Analysis and Customer Segmentation by Postcode<\/strong><\/strong><\/h3>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Another benefit of using postcode data in Salesforce is that you can analyze your revenue and customer segmentation by postcode area. Revenue analysis measures and evaluates your sales performance based on various criteria, such as product, channel, region, etc. Customer segmentation is dividing your customers into groups based on their similarities or differences, such as needs, preferences, behaviors, etc. <\/p>\n\n\n\n<p>Revenue analysis and customer segmentation can help you identify your most profitable and loyal customers, discover new growth opportunities, and optimize your marketing and sales campaigns.<\/p>\n\n\n\n<p>How do you perform revenue analysis and customer segmentation by postcode area? You can use Salesforce&#8217;s reporting and dashboard features to create custom reports and charts that show your revenue and customer data by postcode area. You can also use Salesforce&#8217;s artificial intelligence tool, Einstein, which automatically generates insights and recommendations based on your data. <\/p>\n\n\n\n<p>For example, Einstein can show you which postcode areas have the highest or lowest revenue growth rate, which postcode areas have the most or least potential for cross-selling or upselling, which postcode areas have the best or worst customer satisfaction scores, etc.<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"prerequisites\">Prerequisites<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>To follow along, make sure you have the following accounts:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/developer.salesforce.com\/signup\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/public.geopostcodes.com\/portal-signup\" target=\"_blank\" rel=\"noreferrer noopener\">GeoPostcodes<\/a><\/li>\n<\/ul>\n\n\n\n<p>GeoPostcodes&#8217; free 30-day trial will give you access to the sample data you&#8217;ll use in this tutorial.<\/p>\n\n\n\n<div style=\"height:60px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"obtaining-location-data-from-geopostcodes\">Obtaining Geocoded Postcodes from GeoPostcodes<\/h2>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>To start, you need to obtain geocoded postcode data.<\/p>\n\n\n\n<p>Obtaining accurate data isn&#8217;t always as simple as it seems, though. If you&#8217;re operating on a small scale, you might have access to a data set from your local postal service or the like, if you&#8217;re lucky. However, you have to ensure it&#8217;s accurate enough for your purposes, up-to-date, and standardized.<\/p>\n\n\n\n<p>If you&#8217;re operating on a global scale, the challenge of sourcing postal data of the required quality across multiple countries becomes time-consuming and costly. Creating a structured and coherent data set is even more complex.<\/p>\n\n\n\n<p>So even though the example use cases of this tutorial are pretty simple, you&#8217;ll be following best practices and using high-quality postcode coordinates from a reputable source,&nbsp;<a href=\"https:\/\/www.geopostcodes.com\/en-GB\/\" target=\"_blank\" rel=\"noreferrer noopener\">GeoPostcodes<\/a>. GeoPostcodes provides accurate and up-to-date postal data worldwide, covering more than 240 countries. Its reliable and structured location <a href=\"https:\/\/www.geopostcodes.com\/en-GB\/blog\/defining-your-master-data-management-strategy\/\">master data<\/a> gives you access to high-quality <a href=\"https:\/\/www.geopostcodes.com\/en-GB\/postal-zip-code-database\/\" target=\"_blank\" rel=\"noreferrer noopener\">postal<\/a>, <a href=\"https:\/\/www.geopostcodes.com\/en-GB\/street-address-database\/\" target=\"_blank\" rel=\"noreferrer noopener\">street<\/a>, and <a href=\"https:\/\/www.geopostcodes.com\/en-GB\/boundaries-database\/\" target=\"_blank\" rel=\"noreferrer noopener\">boundary<\/a> data across multiple countries and <a href=\"https:\/\/public.geopostcodes.com\/official-languages\" target=\"_blank\" rel=\"noreferrer noopener\">languages<\/a> in one coherent format.<\/p>\n\n\n\n<p>To get the geocoded postcodes you&#8217;ll be using for this tutorial, sign in to the&nbsp;<a href=\"https:\/\/portal.geopostcodes.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">GeoPostcodes customer portal<\/a>.<\/p>\n\n\n\n<p>Click on&nbsp;<strong>Download Center<\/strong>&nbsp;and select&nbsp;<strong>Postal Database<\/strong>. You can download either a continent package or a POSTCODE file for individual countries. Scroll down, look for&nbsp;<strong>Brazil<\/strong>, click on it, and select&nbsp;<strong>Download<\/strong>&nbsp;on the next screen. Unzip the downloaded file to see something like the screenshot below:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"663\" height=\"376\" src=\"https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Postcode-data-file-structure.png\" alt=\"Zip code data file structure\" class=\"wp-image-5324\" srcset=\"https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Postcode-data-file-structure.png 663w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Postcode-data-file-structure-300x170.png 300w\" sizes=\"(max-width: 663px) 100vw, 663px\" \/><\/figure>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Refer to the&nbsp;<a href=\"https:\/\/www.geopostcodes.com\/en-GB\/product-sheet-postal-database\/\" target=\"_blank\" rel=\"noreferrer noopener\">GeoPostcodes Postal Data reference<\/a>&nbsp;to learn more about the files included.<\/p>\n\n\n\n<p>The file you&#8217;ll use for this tutorial is in the CSV folder titled&nbsp;<strong>GPC-PLACES-GEO_SAMPLE-BR.csv<\/strong>. It contains the following fields:<\/p>\n\n\n\n<pre class=\"EnlighterJSRAW\" data-enlighter-language=\"generic\" data-enlighter-theme=\"\" data-enlighter-highlight=\"\" data-enlighter-linenumbers=\"\" data-enlighter-lineoffset=\"\" data-enlighter-title=\"\" data-enlighter-group=\"\">iso;country;language;id;region1;region2;region3;region4;locality;postcode;suburb;latitude;longitude;elevation;iso2;fips;nuts;hasc;stat;timezone;utc;dst;locality_type;is_postal;is_business;is_po_box;post_town\n<\/pre>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>For this tutorial, you&#8217;ll use the&nbsp;<code>postcode<\/code>&nbsp;(zip\/postal code),&nbsp;<code>latitude<\/code>&nbsp;(postcode latitude using WGS 84 coordinates), and&nbsp;<code>longitude<\/code>&nbsp;(postcode longitude using WGS 84 coordinates) fields to map latitude and longitude data to Salesforce client accounts using their billing postcodes.<\/p>\n\n\n\n<div style=\"height:60px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"importing-location-data-to-salesforce\">Importing Postcodes latitude and longitude to Salesforce<\/h2>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Next, you&#8217;ll import the CSV file from the previous step into Salesforce onto a custom object type named&nbsp;<code>GeoPostcodes<\/code>&nbsp;that you&#8217;ll create. Custom object types in Salesforce allow the storage of nontraditional data not covered by standard Salesforce objects, in this case, the imported postcodes.<\/p>\n\n\n\n<p>Log in to your Salesforce account and click the&nbsp;<strong>Object Manager<\/strong>&nbsp;tab. Click&nbsp;<strong>Create<\/strong>&nbsp;on the top right and select&nbsp;<strong>Custom Object from Spreadsheet<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"527\" src=\"https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Create-custom-object-1024x527.png\" alt=\"Create custom object\" class=\"wp-image-5323\" srcset=\"https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Create-custom-object-1024x527.png 1024w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Create-custom-object-300x154.png 300w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Create-custom-object-768x395.png 768w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Create-custom-object-1536x791.png 1536w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Create-custom-object.png 1921w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>On the initial screen, choose&nbsp;<strong>Upload<\/strong>&nbsp;and select the file you obtained in the previous step, namely&nbsp;<strong>GPC-PLACES-GEO_SAMPLE-BR.csv<\/strong>. In the dropdown for&nbsp;<strong>Values Separated By<\/strong>, make sure that you select&nbsp;<strong>Semicolon<\/strong>. This will enable Salesforce&#8217;s data import tool to read the field names and map them to the data correctly.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"476\" src=\"https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Define-objects-and-fields-screen-1024x476.png\" alt=\"Define objects and fields screen including geocoded zip codes\" class=\"wp-image-5322\" srcset=\"https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Define-objects-and-fields-screen-1024x476.png 1024w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Define-objects-and-fields-screen-300x140.png 300w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Define-objects-and-fields-screen-768x357.png 768w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Define-objects-and-fields-screen-1536x714.png 1536w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Define-objects-and-fields-screen.png 1920w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Ensure all fields are mapped to the right type. For this tutorial, make sure&nbsp;<code>postcode<\/code>&nbsp;is set to&nbsp;<strong>Text<\/strong>, and&nbsp;<code>latitude<\/code>&nbsp;and&nbsp;<code>longitude<\/code>&nbsp;are set to&nbsp;<strong>Decimal<\/strong>. Select&nbsp;<strong>Text<\/strong>&nbsp;as the Salesforce Field Type for any fields you are unsure about and then click&nbsp;<strong>Next<\/strong>&nbsp;to have Salesforce load the data into a custom object type. Name the new custom object you just created&nbsp;<code>GeoPostcodes<\/code>, and use the same name for the fields&nbsp;<strong>Label<\/strong>&nbsp;and&nbsp;<strong>API Name<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"476\" src=\"https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Object-properties-screen-1024x476.png\" alt=\"Object properties screen\" class=\"wp-image-5321\" srcset=\"https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Object-properties-screen-1024x476.png 1024w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Object-properties-screen-300x139.png 300w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Object-properties-screen-768x357.png 768w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Object-properties-screen-1536x714.png 1536w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Object-properties-screen.png 1921w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Click&nbsp;<strong>Finish<\/strong>&nbsp;to complete the import process.<\/p>\n\n\n\n<div style=\"height:60px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"importing-account-data\">Importing Account Data<\/h2>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>For this tutorial, you&#8217;ll import account data for a fictitious Brazil-based coffee company using Salesforce&#8217;s data import wizard.<\/p>\n\n\n\n<p>Download the CSV file with the account data&nbsp;<a href=\"https:\/\/raw.githubusercontent.com\/mikeyny\/salesforce-geopostcodes\/main\/Accounts%20Data.csv\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a>, or download the entire&nbsp;<a href=\"https:\/\/github.com\/mikeyny\/salesforce-geopostcodes\" target=\"_blank\" rel=\"noreferrer noopener\">GitHub repo<\/a>&nbsp;with full code samples.<\/p>\n\n\n\n<p>After you download the data, go back to your Salesforce dashboard, click the menu icon on the top left side, and click&nbsp;<strong>Sales Application<\/strong>&nbsp;to get the sales view, which gives you easy access to critical details needed for sales such as leads, campaigns, and accounts.<\/p>\n\n\n\n<p>In the sales view, click on the <strong>Accounts <\/strong>tab and select <strong>Import <\/strong>in the top right section. You will be navigated to the Data Import Wizard. Select the <strong>Accounts and Contacts<\/strong> option on this screen and then select <strong>Add new records<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"476\" src=\"https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Data-Import-Wizard-1024x476.png\" alt=\"Data Import Wizard\" class=\"wp-image-5320\" srcset=\"https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Data-Import-Wizard-1024x476.png 1024w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Data-Import-Wizard-300x139.png 300w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Data-Import-Wizard-768x357.png 768w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Data-Import-Wizard-1536x714.png 1536w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Data-Import-Wizard.png 1921w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>On the next screen, select and upload the CSV file with the account data you downloaded earlier. Then click <strong>Next<\/strong>, which will take you to a screen to verify field mapping. Salesforce might map <strong>Phone <\/strong>and <strong>Name <\/strong>to both the <strong>Account <\/strong>and <strong>Contact <\/strong>fields; if so, make sure to remove the mapping to the Contact field.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"476\" src=\"https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Account-field-mapping-1024x476.png\" alt=\"Account field mapping including zip code\" class=\"wp-image-5319\" srcset=\"https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Account-field-mapping-1024x476.png 1024w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Account-field-mapping-300x139.png 300w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Account-field-mapping-768x357.png 768w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Account-field-mapping-1536x714.png 1536w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Account-field-mapping.png 1921w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>After you complete this process, click&nbsp;<strong>Next<\/strong>. This will take you to a screen to confirm the details of the import process. Click on&nbsp;<strong>Begin Import<\/strong>&nbsp;to start the process.<\/p>\n\n\n\n<p>Once you&#8217;re done importing, return to the&nbsp;<strong>Accounts<\/strong>&nbsp;tab, where you&#8217;ll see all your newly imported accounts data.<\/p>\n\n\n\n<div style=\"height:60px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"mapping-geopostcodes-data-to-account-information\">Mapping GeoPostcodes Data to Account Information<\/h2>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Now that you&#8217;ve added both account and postal data to Salesforce, you can start mapping latitude and longitude data to accounts.<\/p>\n\n\n\n<p>You&#8217;ll do this by creating a trigger that is fired every time an account is created or updated. A Salesforce trigger is a function that is called when a particular event occurs. For this tutorial, you&#8217;ll create a trigger that is fired whenever a record is created or updated. The trigger will map the geocoded postcode data from GeoPostcodes onto the account object, allowing you to use this data for customer segmentation or creating territory maps.<\/p>\n\n\n\n<p>To create a trigger, click on the&nbsp;<strong>Settings<\/strong>&nbsp;icon in the top right corner of the Salesforce portal and select&nbsp;<strong>Developer Console<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"438\" src=\"https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Developer-Console-1024x438.png\" alt=\"Developer Console\" class=\"wp-image-5318\" srcset=\"https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Developer-Console-1024x438.png 1024w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Developer-Console-300x128.png 300w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Developer-Console-768x328.png 768w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Developer-Console-1536x656.png 1536w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Developer-Console.png 1921w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Click File and then <strong>New <\/strong>&gt; <strong>Apex Trigger<\/strong>. Name the trigger &#8220;UpdateAccountWithGeoPostcodes&#8221; and use <strong>Accounts <\/strong>for the sObject field. An <strong>sObject<\/strong> in Salesforce is a fundamental data structure that represents a database table. It&#8217;s used to hold standard objects such as account and contact as well as custom objects<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"543\" src=\"https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Create-a-Salesforce-trigger-1024x543.png\" alt=\"Create a Salesforce trigger\" class=\"wp-image-5317\" srcset=\"https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Create-a-Salesforce-trigger-1024x543.png 1024w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Create-a-Salesforce-trigger-300x159.png 300w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Create-a-Salesforce-trigger-768x407.png 768w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Create-a-Salesforce-trigger.png 1523w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Now paste the following code for the trigger in the file you just created:<\/p>\n\n\n\n<pre class=\"EnlighterJSRAW\" data-enlighter-language=\"generic\" data-enlighter-theme=\"\" data-enlighter-highlight=\"\" data-enlighter-linenumbers=\"\" data-enlighter-lineoffset=\"\" data-enlighter-title=\"\" data-enlighter-group=\"\">trigger UpdateAccountsWithGeoPostCode on Account (before insert, before update) {\n    \/\/ collect all postcodes into a set\n    Set&lt;String&gt; billingPostCodes = new Set&lt;String&gt;();\n    for (Account acc : Trigger.new) {\n        billingPostCodes.add(acc.BillingPostalCode);\n    }\n\n    \/\/ Query the GeoPostcodes custom object for matching records\n    List&lt;GeoPostcodes__c&gt; matchingGeoPostcodes = [\n        SELECT postcode__c, latitude__c, longitude__c\n        FROM GeoPostcodes__c\n        WHERE postcode__c IN :billingPostCodes\n    ];\n\n    \/\/ Build a map of BillingPostCode to GeoPostcodes record\n    Map&lt;String, GeoPostcodes__c&gt; geoPostcodesByBillingPostCode = new Map&lt;String, GeoPostcodes__c&gt;();\n    for (GeoPostcodes__c geo : matchingGeoPostcodes) {\n        geoPostcodesByBillingPostCode.put(geo.postcode__c, geo);\n    }\n\n    \/\/ Update the account records with the geo data\n    for (Account acc : Trigger.new) {\n        GeoPostcodes__c geo = geoPostcodesByBillingPostCode.get(acc.BillingPostalCode);\n        if (geo != null) {\n            acc.BillingLatitude = geo.latitude__c;\n            acc.BillingLongitude = geo.longitude__c;\n        }\n    }\n}\n<\/pre>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>The code above triggers before all&nbsp;<code>insert<\/code>&nbsp;and&nbsp;<code>update<\/code>&nbsp;operations on account objects. This means that the code is invoked before the account record is saved to the database, allowing you to perform additional operations or modify it before it&#8217;s saved. In this scenario, the trigger collects all billing postcodes and searches for them in the GeoPostcodes&nbsp;<code>sObject<\/code>&nbsp;table and updates all accounts objects with the relevant latitude and longitude values.<\/p>\n\n\n\n<p>This trigger will work on any new or updated values. To run it on all accounts currently in your Salesforce account, you have to run a modified version of the code in the developer console targeting all accounts.<\/p>\n\n\n\n<p>To do this, go to the&nbsp;<strong>Debug<\/strong>&nbsp;tab in the developer console and select&nbsp;<strong>Open Execute Anonymous Window<\/strong>. This window allows you to run any code on your Salesforce account. To update all accounts, you need to alter the code above to first do a SOQL (Salesforce Object Query Language) query to get all accounts, then run the code to update account information.<\/p>\n\n\n\n<p>Paste the following code in the anonymous window and click&nbsp;<strong>Execute<\/strong>&nbsp;to run the code:<\/p>\n\n\n\n<pre class=\"EnlighterJSRAW\" data-enlighter-language=\"generic\" data-enlighter-theme=\"\" data-enlighter-highlight=\"\" data-enlighter-linenumbers=\"\" data-enlighter-lineoffset=\"\" data-enlighter-title=\"\" data-enlighter-group=\"\">    \/\/ get all accounts\n    List&lt;Account&gt; accountsToUpdate = [SELECT Id, BillingPostalCode FROM Account];\n    Set&lt;String&gt; billingPostCodes = new Set&lt;String&gt;();\n    for (Account acc : accountsToUpdate) {\n        billingPostCodes.add(acc.BillingPostalCode);\n    }\n\n    \/\/ Query the GeoPostcodes custom object for matching records\n    List&lt;GeoPostcodes__c&gt; matchingGeoPostcodes = [\n        SELECT postcode__c, latitude__c, longitude__c\n        FROM GeoPostcodes__c\n        WHERE postcode__c IN :billingPostCodes\n    ];\n\n    \/\/ Build a map of BillingPostCode to GeoPostcodes record\n    Map&lt;String, GeoPostcodes__c&gt; geoPostcodesByBillingPostCode = new Map&lt;String, GeoPostcodes__c&gt;();\n    for (GeoPostcodes__c geo : matchingGeoPostcodes) {\n        geoPostcodesByBillingPostCode.put(geo.postcode__c, geo);\n    }\n\n    \/\/ Update the account records with the geo data\n    for (Account acc : accountsToUpdate) {\n        GeoPostcodes__c geo = geoPostcodesByBillingPostCode.get(acc.BillingPostalCode);\n        if (geo != null) {\n            acc.BillingLatitude = geo.latitude__c;\n            acc.BillingLongitude = geo.longitude__c;\n        }\n    }\n    \/\/ lastly call the update function to update all records\n    update accountsToUpdate;\n<\/pre>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>To test that the geocoded data was added, you can run a SOQL query on the&nbsp;<code>Accounts<\/code>&nbsp;table. To do this, go to the bottom of the developer console and navigate to&nbsp;<strong>Query Editor<\/strong>. Paste the following query and hit&nbsp;<strong>Execute<\/strong>:<\/p>\n\n\n\n<pre class=\"EnlighterJSRAW\" data-enlighter-language=\"generic\" data-enlighter-theme=\"\" data-enlighter-highlight=\"\" data-enlighter-linenumbers=\"\" data-enlighter-lineoffset=\"\" data-enlighter-title=\"\" data-enlighter-group=\"\">SELECT Id, BillingPostalCode, BillingLatitude, BillingLongitude\nFROM Account\n<\/pre>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>You should get back a list of all accounts and their postal and geocoded data.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"512\" src=\"https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Query-results-1024x512.png\" alt=\"Query results zip code latitude longitude\" class=\"wp-image-5316\" srcset=\"https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Query-results-1024x512.png 1024w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Query-results-300x150.png 300w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Query-results-768x384.png 768w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Query-results-1536x768.png 1536w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Query-results.png 1920w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:80px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"filtering-and-segmenting-account-data\">Filtering and Segmenting Account Data<\/h2>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Now that the account objects include geocoded postcodes, you can filter and segment customers using their geolocation to enhance your marketing and sales.<\/p>\n\n\n\n<p>As mentioned before, having accurate geocoded data for your accounts allows you to filter customers by their distance to a particular coordinate. For example, our fictive coffee company might have just launched a new coffee brand and wants to boost demand. It wants to run a campaign that offers free deliveries for all customers within a five-kilometer radius of the distribution center.<\/p>\n\n\n\n<p>You can run a location-based targeted campaign by using the distribution center&#8217;s coordinates (<code>-15.864526<\/code>&nbsp;latitude and&nbsp;<code>-47.938122<\/code>&nbsp;longitude for our example) and the geocoded data you uploaded to filter customer accounts by their proximity to the distribution center. To do this, you&#8217;d run the following SOQL query in the developer console:<\/p>\n\n\n\n<pre class=\"EnlighterJSRAW\" data-enlighter-language=\"generic\" data-enlighter-theme=\"\" data-enlighter-highlight=\"\" data-enlighter-linenumbers=\"\" data-enlighter-lineoffset=\"\" data-enlighter-title=\"\" data-enlighter-group=\"\">SELECT Id, Name, Phone, BillingCity, BillingPostalCode \nFROM Account \nWHERE DISTANCE(BillingAddress, GEOLOCATION(-15.864526, -47.938122), 'km') &lt; 5 \nORDER BY DISTANCE(BillingAddress, GEOLOCATION(-15.864526, -47.938122), 'km')\n<\/pre>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>The query above returns all accounts within five kilometers of the company&#8217;s distribution center (<code>GEOLOCATION(-15.864526, -47.938122)<\/code>). It also orders them by distance in ascending order. The query should produce the following output:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"509\" src=\"https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Location-based-SOQL-1024x509.png\" alt=\"Location-based SOQL\" class=\"wp-image-5315\" srcset=\"https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Location-based-SOQL-1024x509.png 1024w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Location-based-SOQL-300x149.png 300w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Location-based-SOQL-768x382.png 768w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Location-based-SOQL-1536x763.png 1536w, https:\/\/www.geopostcodes.com\/en-GB\/wp-content\/uploads\/2023\/07\/Location-based-SOQL.png 1918w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:80px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"conclusion\">Conclusion<\/h2>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>In this tutorial, you learned how to integrate geocoded postcode data from GeoPostcodes into Salesforce. You also went through an example of how you could use this data to segment customers.<\/p>\n\n\n\n<p>You could use this data for much more, like building sales territories, gathering stats on mileage tracking, sales, and routing, planning routes for deliveries or sales, or improving your <a href=\"https:\/\/www.geopostcodes.com\/en-GB\/blog\/international-address-validation\/\" target=\"_blank\" rel=\"noreferrer noopener\">address data<\/a> to set up correct SLAs and improve shipping and direct mail. You could even use it to map your contacts to their<a href=\"https:\/\/www.geopostcodes.com\/en-GB\/blog\/postcode-time-zone-database\/\" target=\"_blank\" rel=\"noreferrer noopener\"> time zone<\/a> to improve communication.<\/p>\n\n\n\n<p>Request <a href=\"https:\/\/public.geopostcodes.com\/portal-signup\" target=\"_blank\" rel=\"noreferrer noopener\">GeoPostcodes&#8217; free 30-day trial<\/a>, and adapt this tutorial to test your location data needs.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"conclusion\">FAQ<\/h2>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div id=\"wp-block-themeisle-blocks-accordion-aa5641a4\" class=\"wp-block-themeisle-blocks-accordion exclusive has-light-content-bg is-style-default\">\n<details class=\"wp-block-themeisle-blocks-accordion-item\"><summary class=\"wp-block-themeisle-blocks-accordion-item__title\"><div><strong>How can I use Postcodes to improve sales performance in Salesforce?<\/strong><\/div><\/summary><div class=\"wp-block-themeisle-blocks-accordion-item__content\">\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>In Salesforce, Postcodes help define sales territories, ensuring reps focus on the right business opportunities.<\/p>\n\n\n\n<p>You can use a custom object or a formula field to automatically assign accounts based on Postcode data.<\/p>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<\/div><\/details>\n\n\n\n<details class=\"wp-block-themeisle-blocks-accordion-item\"><summary class=\"wp-block-themeisle-blocks-accordion-item__title\"><div><strong>Why am I getting an error when creating new records with Postcodes?<\/strong><\/div><\/summary><div class=\"wp-block-themeisle-blocks-accordion-item__content\">\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>If you receive an error when adding new records, check that the Salesforce Postcode field is correctly mapped.<\/p>\n\n\n\n<p>Use SELECT Id queries to validate account data and ensure proper formula field configurations.<\/p>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<\/div><\/details>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to integrate postcode coordinates to segment your customer base in Salesforce with this tutorial.<\/p>\n","protected":false},"author":17,"featured_media":5325,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","_themeisle_gutenberg_block_has_review":false,"footnotes":""},"categories":[56],"tags":[60],"class_list":["post-5314","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-sales-and-marketing","tag-geocoding"],"acf":[],"yoast_head":"<!-- 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