Geopointe Routing for Salesforce Mobile App
Geopointe in the Salesforce mobile app allows you to create, optimize, and save trips as routes. You can also access previously saved routes, and retrieve routes that have been shared with you. For information on working with routes in the browser, please go here.
Open Geopointe in the Salesforce mobile app by tapping the Map tab (Need help getting there? Click Here). To begin, let's search for an address or a point of interest to be your first stop. When you tap your finger inside the search bar at the top of the map, your search options are exposed.
You can select either a Data Set or Search for an Address/Place. For my first stop I'm going to perform an Address search for Los Angeles International Airport (LAX). The search anticipates possible options for your convenience.
Geopointe will drop the pin at Los Angeles International Airport and give you the option to add it as a route stop. After tapping the Green Arrow Icon, the app will confirmation that this stop has been added to your route.
As you add stops to your route, you will see the ticker number increase on the Gray Route Icon in the lower right of the map.
Now let's add some Salesforce data to your route. Tap the Search bar again, and this time keep Data Sets selected.
Adjust your range and search type, then tap the data set you want to search on the map. For this example, I set my range to 50 miles and selected Accounts (All). Your search results will appear on the map.
If you want to search by a time range instead of a distance range, tap the search type dropdown and select Minutes or Hours, then tap your data set.
To add a stop to the route, tap on the pin for that stop. To add it to your route, tap the Green Route Icon. A confirmation will alert you that the stop has been added.
Continue these steps with more search results, until you have a workable route.
Choose an ending point for your route. This could be your home, office, or that evening's dinner reservation. For this example, I want to head back to the airport, and will add it the same way as before.
Tap the Gray Route Icon to see your all your route stops listed. It should look similar to this:
To save a newly created route, tap the Floppy Drive Icon at the top of your route. On the next screen, give it a name and choose Save As. You will receive a confirm on a successful save.
NOTE: Routes can have a maximum of 100 stops.
To pull up a saved route, start on the Map tab in the Salesforce mobile app Tap on the Grey Route Icon in the bottom right.
Tap on the Folder Icon. A list of your Saved Routes will appear. Tap on the Route you would like to load.
Tap the Stopwatch Icon to optimize your Route. Your route will be optimized starting at your current location and finishing at your final stop. All other stops will be arranged in the most logical order. If you do not wish to start from your current location, tap the Trash Icon to remove it. Dont forget to Save.
To change the order of the stops, tap and hold on the List Icon to the right of the stop name. Slide your finger up or down in the list to the desired new order and release.
To delete a stop, tap on it; additional options will appear. Tap the Red Trash Icon. The next message will confirm the deletion.
Other customized options appear in this view. You'll notice that you can also view the Salesforce record, get driving directions, or perform actions against that route stop.
You can also see route fields. Route fields are information from a searched data set that can be returned as part of the route. The settings for this are defined by an admin in Geopointe Setup, but when set up, you can see data set information without having to leave your route, as demonstrated below. They can be seen in both the list and map views of your route.
To run your route, tap on a route stop. Once the actions are visible, tap Navigate (or Directions). It will then launch you into your navigation app of choice.
When you've finished at that location and are ready to move on, return to the Salesforce mobile app, tap on the next stop, and get your next set of Navigation instructions.
When you have made all desired changes to the route you need to, you should save the updated version. Click on the Floppy Drive Icon. If it is an existing route, you can save over the previous route by selecting Save. If you'd rather create a duplication, choose Save As. You'll receive a confirm after it's completed.
If you have additional questions about routes on the Salesforce mobile app, please contact our support team here.