Geopointe Features

Salesforce Mobile Ready

Geopointe runs right inside the Salesforce mobile app so you can maximize your time in the field, access routes, check in/out of locations, search your data sets, and much more!

Geopointe for Salesforce mobile has a robust set of features that can be used on any mobile device, including these capabilities:

Search for data nearby or within selected map view
Access saved routes or create/edit new ones
Check in and out of a location
Manage calendar-based schedules
Navigate to any location

Simply add the Salesforce mobile app to your mobile device in order to access Geopointe. It’s that simple.

To learn more about using Geopointe with Salesforce for mobile, visit our help site.

Calendar-Based Scheduling

Manage any user’s schedule with geographic insight using Geopointe’s dynamic Calendar-Based Scheduling interface. This feature lets you visualize scheduled travel plans and update events or appointments right from the map.

Streamline Your Scheduling Process

Benefit from the flexibility and insight of Calendar-Based Scheduling in these ways:

Use location insight to plan appointments for yourself or an entire team
Set default working hours and get alerts when appointments conflict
Fill schedule gaps with new appointments from the map
Get a geographic perspective of your calendar by day, week, or month
Instantly schedule multiple appointments with one click

Quick Setup

Admins can set up Calendar-Based Scheduling with a few easy steps using the Event object or any other Salesforce object. Calendar updates automatically write back to your Salesforce environment so you can seamlessly manage your team’s service visits, deliveries and other appointments.

Lightning Ready

Geopointe supports the Salesforce Lightning Experience with Lightning Components but is also still accessible through the Classic interface.

Users that switch to the Lighting Experience will notice updated styling including; the use of the Salesforce Sans font, as well as some buttons and windows. Users staying in Salesforce Classic mode will notice the updated styles but encounter no change in functionality.

The latest lightning component available for Geopointe is the Nearest Records component. The component can be placed on any Lightning Page and provides a list of the nearby records, based upon a Geopointe Data Set.

The Nearest Records lightning component offers an endless number of possible use cases such as;

– Nearest referenceable customers
– Nearest service center
– Nearest fellow attendees to an event

It can be placed onto a Lightning Page multiple times (each with a unique configuration) and supports both the narrow and wide columns to provide a quick answer for end users.

More lighting components will continue to roll out in future releases.

To learn more about the Nearest Records component, visit our help site.

Check In & Out

Mobile users can check in and out of their stops while in the field, confirming their location and logging information about their visit. This is tracked in Salesforce and associated with the corresponding record, allowing teams and management to verify field activity and trigger workflows.

Check-in and check-out settings allow you to customize preferences such as the fields for the user to fill out, and whether a task record is completed during the action. Make reporting easy and consistent by setting default subject lines for mobile check-ins. You can even post a map image of your location to Chatter upon checking in.

To learn more about the Check-in/Check-out feature, visit our help site.

Visual Shape Editor

Geopointe includes a powerful visual editor to create shapes from predefined boundaries (e.g. states, zip codes, school districts, etc.). Easily select and deselect boundaries by clicking or using the lasso tool. This approach saves time and improves the accuracy of shapes for use in territory management and other applications.

To create a shape, the user chooses a shape type to overlay on the map, then visually selects the sub-shapes to include in a larger shape layer. This visual method allows for clean and contiguous territory creation and geographic insight. User get an at-a-glance perspective on relative size and relationship of territories, nearby landmarks, and whether shapes fall into certain zones.

This is great replacement tool for Microsoft MapPoint users.

To learn more about the Visual Shape Editor, visit our help site.

Automated Assignment

Distribute Leads or manage territory assignments with Geopointe’s Automated Assignments feature. Start by creating Assignment Areas on the map, using predefined Shape Library boundaries or by drawing your own, then set up Assignment Plan rules to define sales, service, marketing or other types of territories. With this ability to create territories on the map, Geopointe offers geographic insight and accuracy compared with traditional territory planning tools. After assignments are processed, use the results to automatically set ownership, run workflows, build reports and much more.

Assignment plans can be set up for single assignment and multiple assignments. For example, set both the territory representative and territory manager, or assign both realtors and caseworkers to each area. You can work with multiple objects, update the record owner automatically, and use other customizations to meet your organization’s needs. Every Geopointe subscription comes with 10 Assignment Areas. Additional areas can be licensed to scale to the needs of any organization.

To learn more about Automated Assignments, download our Product Sheet below.

Product Sheet

Geocoded Data

Geopointe will geocode your data using Google’s geocoding technology in order to make it available for mapping. Google’s geocoder is the most accurate in the industry and provides the best worldwide coverage.

Geopointe continually monitors your data for additions and changes, preparing it for mapping. Geopointe will also return latitude and longitude values. Geopointe also gives you the option to perform on-record and off-record geocoding. On-record will reduce your storage requirements and will not increase your database usage at all. Off-record geocoding generates fewer updates to your records.

To learn more about Geocoding, visit our help site.

Marker Customization

The map markers in Geopointe are customizable. They can be individually configured or be driven off of data fields in Salesforce.

End users can color pins by a field-range which is particularly helpful when using numeric fields. An example of this would be setting various colors based on opportunity amounts. You can also customize and color pins by field values such as Account Type, Account Rating, or Status, to name a few. You can also customize your markers to contain text. No need to stop there. Use any combination of the above options to create your custom markers. Geopointe also supports custom image files to be uploaded as marker icons. The map legend will give you an easy reference point of your custom markers.

To learn more about Marker Customization, visit our help site.

Geopointe Shape Library

Geopointe provides a rich set of boundary data to use for searching, managing territories and coordinating location-specific processes. With licensed data from all over the world, the Geopointe Shape Library allows users to create shapes with a visual editor and use those shapes for any number of business applications.

Available boundaries include countries, time zones, and postal codes for many countries, with more boundaries being added all the time. United States boundaries include states, counties, neighborhoods, school districts and more. Use these shapes on their own, or combine them into larger shapes to define territories, narrow down a search or implement other location-specific processes.

To learn more about the Geopointe Shape Library, visit our help site.

Google Places

Looking to map data that isn’t in Salesforce? No problem! Use the Places Search to find businesses and landmarks anywhere in the world. Search for something as general as “coffee” or as specific as “Starbucks”. Using Geopointe’s Create Record action will even let you add that record into Salesforce.

This is especially convenient when your route includes stops such as your hotel or convention center, or unplanned stops such as nearby restaurants, post office, or convenience store. Simply run your search and add to your route.

To learn more about searching Google Places, visit our help site.

Heat Mapping

Visualize a heat map of numeric concentrations based on record count or any numeric field values you include with your mapped data.

Heat mapping represents values with color coding so you can make insightful decisions at a glance. View heat maps based on record count or by a numeric field such as opportunity size, annual revenue, employee count or asset size. Layer your heat map with other data or on top of territory boundaries to get insight about gaps, trends or ideal target locations for campaigns or other outreach.

To learn more about Heat Mapping, visit our help site.

Thematic Maps

Thematic Maps help you see the big picture. They allow you to rollup a metric for any given data set and group those results by geographic boundaries you define. For example, rollup metrics such as record count, $ amounts, % values, or anything numeric for data sets such as won opportunities closed this quarter or customers by revenue, and view your results on the map using geographic boundaries you define.

Thematic Layers are similar to Salesforce’s Wave Analytics feature, but with Geopointe it’s much more flexible, doesn’t require a developer, is only a few clicks away and is part of the core license.

Organizations can create unlimited Thematic Layers. Layers offer calculations of Sum, Average, Minimum and Maximum for each metric and those measurements can be changed at runtime. A set of geometries can be applied to the layer (e.g. US States + Canadian Provinces + Mexican States).

Unlike Heat Maps, the metric is clearly delineated by geographic boundaries. Heat Maps show hot spots where the metric is concentrated, the lines are blurred on where the hot spot starts and stops. Thematic Maps allow you to see similar concentrations, but modify your point of view based on boundaries.

To learn more about Thematic Layers, visit our help site.

Demographics Layers

Pair your Salesforce results with US Census data to gain relative insight on metrics like household income, age, race, marital status, etc.

For US-based customers, this is not only a rich source of demographic data on their clients and prospects, but also offers deeper knowledge of a target market. Narrow down your focus to State, County, Tract or Block Group and see a rollup summary for each region. You can save the demographics configuration in a folder and access the data at any time.

To learn more about Demographics, visit our help site.

Mass Update

Perform mass updates of your Salesforce data with the Update Field action. This action lets you update a field to a specified value for many records at once, whether they are contained within a shape or selected from the list of mapped records. Streamline your data entry with geographic insight and a visual interface.

This action is easily performed from the actions menu of a shape or the mapped data table. Simply click the Update Field action, select a field and a value to enter, then click the update button to run the process. Access to this action can be granted to all or specific users, but users can only update fields that they have read/write permissions for.

To learn more about Mass Updating, visit our help site.

Custom Map Styles

Customize the style of the base Google map to highlight different features or make your map stand out. For example, choose a greyscale style to focus on features like parks and waterways, or upload a topographic map if landscape is helpful to see.

Custom map styles allow you to draw attention to certain features, remove unnecessary clutter, or simply make the map look however you want. For more information on what properties are available for customization, see the Google Maps documentation if you would like to write your own JSON string. For free map style examples, check out Snazzy Maps; they have lots of great options.

To learn more about Custom Map Styles, visit our help site.

KML Layers

Add external data layers to the map with a click. Geopointe supports KML, KMZ and GeoRSS files, so you can overlay neighborhood outlines, transit lines, store locations, and more.

KML is a plaintext file which follows the Keyhole Markup Language (KML) framework. With KML files from government, industry, or academia, Geopointe users can easily display almost any external data in their system. With permissions granted by the administrator, end users can upload and save KML layers to add to the map at any time. Layering that with your Salesforce data can provide powerful insights.

To learn more about KML Layers, visit our help site.

Change Owner

Managing record ownership in Salesforce the traditional way can be challenging, but Geopointe makes it easy. With the Change Owner action, you can quickly change the owner of one, some, or all of your mapped records with a few clicks.

This action can be applied to a single record, list of records, or records that fall within a shape on the map. Like all actions in Geopointe, Salesforce sharing rules apply so that users can only make these changes if they have the necessary permissions.

This feature can also be incorporated into Assignment Plans so that ownership is updated based on a record’s location.

To learn more about Changing Owners, visit our help site.

Create Record

Create Salesforce records from any record, address or place on the map. Leverage the location and other available information and instantly populate the data into a new Account, Lead or any other type of record.

This feature lets you capture location data, define required fields and enter default values to streamline the record creation process. Use the action as a lightweight prospecting tool by searching with the Google Places search for relevant targets in a given area (e.g. restaurants or dentist offices), then adding those prospects into Salesforce on the fly. Or use the action in the field to quickly create new Cases or Opportunities from the map using the Salesforce mobile app. There are countless ways to use this feature to streamline your internal processes.

To learn more about the Create Record action, visit our help site.

Complex Filtering

Cross-object filters add another dimension to your data by mapping records based on their relationship with other objects.

For example, you can filter to include Accounts with Opportunities so you only see Accounts that have Opportunities associated with them. Take this analysis to the next level with filtering on the cross-object. You could filter to show only open Opportunities of a certain forecast and close date window, ensuring only the most relevant data is on the map to be analyzed.

To learn more about the filters, visit our help site.

Inline Editing

Update record fields right from the map. Geopointe honors Salesforce permissions and lets users update records on the fly, with just a few clicks!

You can edit fields directly from the info window of a single record, or from the list view below the map. Geopointe will use Object & Field Level Security to determine whether a field is editable for a user. The system will also consider record-level rules to determine whether the record is read-write or read-only for the user. Do your geographic analysis while keeping your Salesforce data clean and up-to-date!

To learn more about Inline Editing, visit our help site.

Add to Campaign

Add your mapped results to a marketing Campaign. Great for account based, targeted, and email marketing. No matter what data is on the map, we will help you add the appropriate leads and/or contacts to the Salesforce Campaign.

Add to campaign is a great feature for sales and marketing teams looking to target a very specific audience based on their mapped results. Planning your next customer appreciation event and trying to find an ideal location, convenient to the majority of your customers? Geographically searching your customers within a specific area will help you easily zero in on an area that is the most densely populated, and add those customers to a campaign.

To learn more about adding to a Campaign, visit our help site.

Mobile Preferences

When using Geopointe in Salesforce mobile, users may now choose their preferred navigation app, Waze, Google Maps or, for iOS users, Apple Maps. Geopointe also supports ridesharing. Select a preferred rideshare provider, Uber or Lyft.

The selected app will launch when a user uses the Directions actions from a route stop.

To learn more about Mobile Navigation settings, visit our help site.

Charting

Sometimes you need more than a map to see a picture of your data. With Geopointe’s interactive charts, you can do additional analysis in the Geopointe interface, without the need for an Excel export.

You can visualize your data using pie charts or bar graphs and group using a variety of fields including state, opportunities, status, account type, or any other fields.

Numeric Aggregates

Get instant, dynamic metrics for any Currency, Number, or Percentage fields in your data set searches. See the overall picture of value for fields such as Annual Revenue, ARR, or Employee Count, then switch between Sum, Average, Minimum, and Maximum to get a different angle on the data.

Simply add numeric fields to your data set and perform a search. Geopointe will sum those values for the entire layer, whether you do a search within a shape or for a different portion of the map. You can also access metrics directly from the Shape Actions menu.

To learn more about Numeric Aggregates, visit our help site.

Exporting

Mapped results can be exported to CSV or KML file types using built-in actions. The CSV export allows you to manipulate your results in Excel or perform full spreadsheet functions on your records.

The KML file is typically used in Google Earth or Google My Maps. It exports both your points and shapes currently visible on the map, allowing you to manipulate and share the data with your Google Earth or My Maps users.

Apex API

Allow your developers to harness the power of Geopointe within their Apex code. The Geopointe API Apex Class exposes many of Geopointe’s features for use in Apex. Perform radial searches, calculate distances, perform real-time geocoding and more.

One great use case we’ve seen with use of the Geopointe Apex class is to automate the process of identifying nearby reference accounts for use in a proposal. Another great use is to automate the process of assigning a local service center to a customer. Geopointe’s Apex API will allow you to perform that nearby search programmatically and obtain the results as data. The possibilities are endless.

To learn more about Apex API, visit our help site.

URL Parameters

Geopointe can be instructed to perform various tasks through creative use of URL parameters when loading the Geopointe page. URL parameters can trigger radial searches, open routes, enable the Map as Lookup feature and more.

Perhaps your team needs to assign partner to your sales opportunities. A custom button can be added to Salesforce to launch the Geopointe page, identify a data set and perform a search. This requires ~10 minutes for your admin to enable and provides your end-users a single button that saves them time, clicks and simplifies your training process. We are big believers in allowing systems to do the work for us and Geopointe’s URL parameters are one way this is more possible.

To learn more about URL Parameters, visit our help site.

Routing & Optimization

Why Geopointe?