Identify which events originated from Maps Schedule and report on adoption over time by adding a custom checkbox field on the Activity object.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
| Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To customize the Activity object: | Customize Application |
- From Setup, in the Quick Find box, enter Object Manager, and then select Object Manager.
- Open the Activity object and create a Checkbox field (for example, name it Created from Maps Schedule).
- Configure the checkbox to be selected automatically when Maps Schedule creates an event.
- In Salesforce Maps, open Routes & Schedule settings, and set the tracking field to the checkbox field that you created. Maps then selects that checkbox on each event it creates.
- Create a report on the Activity object that includes the checkbox field to see which events originated from Schedule and track adoption over time.