Data sets define the filters and fields for your Geopointe searches. They are the most important component to understanding how searches on the map work.
- Create New
After performing the Post-Install Steps, you should see default data sets on your Saved Layers tab. You'll recognize the defaults because they will include the Salesforce Object name followed by (All). You should see them as part of your list, below the folders section.
When you hover over a data set, you'll notice a gray highlight bar and three dots to the right. That is your Menu Button. If you click on the menu, you will have one or two options: Edit Data Set and Delete Data Set (Note: Geopointe end users cannot delete nor make permanent changes to an org-wide data set). To demonstrate the capabilities of a data set, click Edit Data Set. This will bring up the Data Set editing module.
Filters are where the data set magic happens. This is how you parse and filter your data to make the results most useful to you. Here are some examples of filtering options:
Show Filter - Restricts the data set by ownership; it can be set to All Records or just My Records (The 'my' denoting whoever is currently using the application). On Account Team is also an option if Account teams is enabled, and My Territory related filters are enabled for Salesforce Territory Management users. Note: End users only see records they have access to. We honor the Salesforce accessibility settings.
Field Filters - This filter allows you to filter by any field available on that object.
Add Logic - Once you have more than one filter, a new option to Add Logic shows up. By default, values separated by commas inside a filter value operate as an OR. Individual filters operate as an AND against each other. If you wanted a data set to filter with an OR between filters, you would add filter logic once all desired filters are created.
Cross Object Filters - Cross-object filters allow you to filter based on records related to the map object. If the object shows up as a related list on your page layouts, it will be accessible here. In its most basic form, a cross-object filter can be a simple with/without (example: Accounts with Opportunities). However, you can take it a step farther, to Accounts with Open Opportunities worth greater than $10,000.
Filters are complex and can be applied in a large variety of ways. For full guidance on filter options, check out our doc dedicated to them and your in depth options.
Fields included here will be returned with your search results, much like fields added to reports or list views. Name and address automatically display; here you would include any other field(s) useful to you on the map or in an export.
Click Add Field. A field picker wizard will pop up with a list of available fields; it'll look just like the filter field selector. Add the chosen field by clicking Select.
Once you've added the fields you need, rearrange them into your preferred order by dragging them with the list icon on the right. You can remove a field by clicking the X next to it. You can choose where you want it to display (either in the list or inside the info window on the map) by checking or unchecking those boxes.
The pins are extremely customizable, to make the map searches a personalized experience. On the Markers tab, you can change a few aspects of the marker: the color, the label, the marker type, and its icon. Click on the Marker Pin to bring up the editing box. Below I chose a red and a flame icon for my hot accounts, but left it as a static marker.
Your other marker types are Single Field and Multiple Fields, allowing you to have multiple pin styles based on one or more field values. You can also do the same for the Label, to see textual information below the marker. For more information on the full breadth of your coloring options, see the Data Set Marker Configuration doc.
The final section in the Data Set edit module is reserved for various settings that don't fit under another heading. A quick rundown is given below.
Order By - You can pre-sort data set results by a specific field, ascending or descending. Note: turning this on could potentially slow down the search; this can always be done after the search is performed.
Limit - Limit allows you to return only a certain number of results. Standard use cases would be a data set of Top Ten customers, or the need to tether the number of results your end users see.
Available in Visualize - If you create a data set that you do not want to be visible in SpatialKey for Analytics users, you can uncheck this box.
Refresh Interval - If you are tracking data on the map that could change frequently throughout the day, you can set that particular data set to auto-refresh. This field is measured in seconds.
One Column Address - If you need to see your address in five separate fields instead of one combined field, uncheck this box.
Id - Admins and developers can use this ID to call the data set in the API or URL Parameters.
Data Set Folders allow you to sort Data Sets much like you would Salesforce reports. Private data sets are stored inside the My Personal Saved Layers folder and you have a broad range of sharing options available for other folders.
You have a couple of options for saving a data set.
Save - The Save option overwrites the data set you have been editing. Only admins can overwrite an org-wide data set. End Users will only see the Save option on data sets they own or are given read/write access to inside a folder.
Save As - Using Save As allows you to create a new data set. We recommend this if you're modifying multiple filters from one of the default data sets. End Users can do a Save As against an org-wide data set to save personal changes and customizations.
Delete - The delete button is available on any data set you own or you have editing access for. Only admins can delete org-wide data sets.
Note: Geopointe admins can be distinguished differently from Salesforce admins. A Geopointe admin is based on the Profile setting. Read this document for more information.
For more information on Data Set Folders, check out our documentation on Folders and how to create them.
To create a new data set from scratch, you do so by clicking the Plus Sign to the right of the data set search bar. On the next window, choose Data Set.
The following box will ask for a data set Name, the Map Object you're creating it against, and a Folder, if that's where you want it to be saved. End users will only be able to add data sets to their personal data sets folder or to a folder where they've been read/write access. When ready, click Create Data Set and it will take you to the edit window.
Data Sets can also be created from a report. To use a report as the source, it must be enabled by a Geopointe Admin. When a map object that matches up to a compatible report is selected, the option to use a report will appear. For detailed information on setup, limitations, and behavior, see our full documentation on using a Salesforce Report as a Data Set Source.
Other Useful Links:
Data Set Strategy: for pointers on creating data sets that will best suit your team
Data Set Markers: for best coloring strategies and options
Data Set Folders: to learn how to organize your data sets