Geopointe allows end users to draw their own shapes directly on the map; the application also includes an extensive library of predefined geographic boundaries.
Absolutely! Geopointe can search your Salesforce data anywhere in the world.
By default, Geopointe generates coordinates for each record by geo-coding the address. If you already have latitude and longitude data that would be more useful to you than an address, Geopointe can be configured to use your provided latitude and longitude coordinates instead of automatically generating coordinates.
Geopointe supports the export of your map results to a CSV. It also supports KML export which will open mapped locations in Google Earth.
Read more on CSV exports
Read more on KML exports
Geopointe’s Places Search allows users to find businesses and locations on the map that are not in their Salesforce database. This allows those locations to be used in a route or saved as a personal location. Unfortunately, Google’s licensing agreement does not allow data from their service to be automatically added to your Salesforce database.
Markers are highly customizable for your data sets. Only admins can adjust markers on global data sets, but end users can create their own or clone a global data set to customize the pins visually to their needs. Markers can be customized in a number of different ways.
Geopointe can route up to 100 stops per route.
Records of any type can be assigned by geographic area using the Assignment Plans feature. Changing ownership of a record based on geographic assignment can be accomplished via a simple trigger.
During the setup process, Geopointe will assign “Geopointe Base Permissions” which will give your Geopointe users the necessary permissions for accessing all of the non-admin features. The Geopointe Administrator can customize each user’s permission set.
Your system has been collecting usage information stored in a custom object called Geopointe User Usage. It documents a user’s last access to Geopointe and the context (e.g. Map Tab, Salesforce mobile, etc). To see this data, you can create a report based on the Geopointe User Usages Report Type.
While each object can only be mapped to a single address, you can easily accommodate this scenario by creating formula fields which are populated with address data based on your specific rules. Then configure your object to use the formula fields for mapping.
Users can access Geopointe natively on the Salesforce mobile app, providing access to the maps and Salesforce data while on the road or away from their computer. Users can also use the Salesforce app for a standalone experience. When using directions on iOS, Google Maps will launch; on Android, you will be prompted to choose a navigation app.
For IOS devices, Google Maps will also need to be installed on your device. For Android devices, you will be prompted to select a navigation app.
Geopointe includes a Check-in feature that allows users to quickly capture their location and even log notes directly in Salesforce.
Geopointe can be installed in a Sandbox or Production environment and works with Salesforce mobile in either environment.
To renew your expired license, visit the checkout page. To renew licenses prior to expiration you can visit the checkout page or click the “Buy Licenses” button on the Geopointe Setup page within the application.
Yes. To add additional licenses, click the Buy Licenses button on the Geopointe Setup page within the application. You can also visit the checkout page on our website which can process annual and monthly subscription renewals. Licenses can only be removed during renewal periods.
There is a 3 license minimum for Geopointe. To purchase your Geopointe licenses visit the checkout page. For month to month purchases, please contact us to process your order.