Geoenrich Salesforce Objects with the ArcGIS Connector for Power Automate

[SeanKMcGinnis]

Many organizations would like extend records within their CRMs (or other business systems) with demographic or market information. The Geoenrich action in the ArcGIS for Power Automate Connector allows the flow to pass an address to Geoenrichment Services and return demographic and business information for the record's location. In this example, we'll extend a Salesforce record, but it could easily be a record from a Sharepoint list, Dynamics 365 record, or a row in a spreadsheet.

The first step is extend the Salesforce object with custom fields to store the demographic details. To do this, go to the Object manager, select the object you are extending, click the Fields & Relationships menu, and create a new field in the Account object to store the data. For this example the flow will add retail market data on households that have purchased organic foods over the past six months.

Details for the new custom field in Salesforce Object Manager

With the field created, the flow can connect to Salesforce and create a trigger listening for new records and automatically populate the field. If this is your first time connecting to Salesforce in Power Automate, it will require you to enter your credentials to authenticate.

Selecting the Salesforce trigger to listen for new records being created

Selecting the Account object to listen for new records

We'll need to get the address where the business is located. Use a Compose action to leverage the dynamic content from Salesforce to concatenate into an address.

Selecting Billing Address information to compose a new address from the Salesforce Account

Pass the address to the Geoenrichment action in the ArcGIS for Power Automate Connectorto define the Study Area and select the country, data collection, and variable of interest. 

Setting the Study area and defining the locale, data collection and the variable of interest

Finally, update the Salesforce account record with the information returned from the Geoenrichment service. Use the Salesforce Update record (v3) action and map the values to the appropriate fields, including the Value returned from the Geoenrichment service.

Mapping values to the appropriate fields

In the end, it is a relatively simple flow to geoenrich a new record in Salesforce. The flow can call the geoenrichment service as many times as desired to get the attribution from many different variables, it depends on your business case.

 After creating a new record in Salesforce, the Geoenrichment service is called and the record is updated with the value of the variable automatically.

Organic Households field populated with information from the geoenrichment service

Please Note: Organizations should review the data attributions and Master Agreement to make sure they are in compliance when geoenriching data and making it available in other systems. Please contact your Account Manager if you have any questions.