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automated assignment
There are a number of geolocation tools available for purchase on the Salesforce AppExchange®, filtering through all of them to find the right solution for your business can be a daunting task. We’ve put together a quick list of the items we like to call “The Geopointe Difference” to try to make it a little...
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One of our most popular blog posts of all time is the Top 10 Use Cases for Geopointe. While this encompasses many of the most common use cases for Geopointe, it hardly scratches the surface of Geopointe’s extensive functionality. Every day we hear more and more unique use cases of how Geopointe is being used by companies of all...
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Sales territory
With territory management, Salesforce supports the ability to assign and share accounts with specific users based on field criteria. If your territories are cleanly divided by a single field, then you might have already made use of this feature, but in most real world cases territories are not so clearly split. Since territories cannot always...
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