Data Set Folders
Geopointe and Salesforce System Admins will have the ability to create and edit Data Set Folders for the organization, create refined visibility rules by folder and set permission levels for users.
As one of the most exciting features to be rolled out since our Salesforce1 launch, assignment plans will automatically match up your Salesforce data with geographical boundaries that you define in the background. With the resulting data, you could use it to drive workflow rules, assignment rules, territory management rules, personalization in your marketing automation system and so on.
Census data is now coming directly from the U.S. Census Bureau to provide the most accurate data available and deliver more metrics for searches. This improvement will allow us to build even more “map layer” features for upcoming Geopointe releases!
Other features include…
|Data Set Data Migration||New Data Sets from the Map
|Assignment Plans||Revamped Census Demographics
|Geo-Library Additions||Merge Field Filters
|Add to Campaign Scalability Improvements ||Add Text to Map Markers
|Record Actions for Route Stops||Record Actions in Mapped Data Table
|Geopointe Setup Changes||My Setting Page Deprecated
|Data Set Folders in Salesforce1||Checkout Methods
For a complete list of new and upgraded features, read the release notes!