Tutorial: Geopointe on Salesforce1
Geopointe's Salesforce1 (SF1) integration gives you access to what you need while on the road or away from your computer, natively running inside of SF1.
Geopointe in SF1 allows you to:
- Search a data set from any location
- Create a new route
- View/Edit/Delete an existing route
- Check in at a location
- Perform actions against records and route stops
- Easily access SF1 data
Setting up your system to be ready for Salesforce1 use is quite simple, and is simply a few clicks. If this has not been completed, an admin should click here to set it up.
Access Geopointe from the Salesforce1 menu. It may be in the main section or under Apps. Tap Map.
The first time you launch the Map, it will request to enable Location Services and to use your current location. Allow BOTH. Your current location can be enabled later, but failing to allow Location Services will require you to uninstall and reinstall Salesforce1 on your device.
The map should load to your current location, signified by a blue dot in the middle of the map. Across the top is your search bar. It allows you to perform a Data Set or Address search. Inside the search bar, on the left is a menu button. This button exposes the map options. On the right side of the search bar is a crosshairs button. Touch it to reset your current location. In the lower right, you'll see the Gray Route Icon, which is how you access your routes.
There are four ways to set your starting position for a nearby search.
- Crosshairs button – To set the starting position back to your current location, tap the crosshairs button in the search bar. This should not be necessary on a fresh Map launch.
- Long hold – If you press your finger on the map and hold, a pin will be dropped on the map. Upon your next search, it will be your starting location (bonus: it can also be added to a route).
- Address – If you tap the search bar, you will be taken to the search page. Change to the Address search and type in your desired location. It will become your search center.
- My Locations – If you go to Map menu in the search and choose My Locations, you can tap on your saved location and choose View on Map. It works like the address method.
To search a data set, tap on the search bar at the top of your map. Data Sets should already be selected with a list folders and data sets. (These are identical to the data sets in the browser version of Geopointe.) Select a search distance. Once set, tap the data set you would like to search from.
Once you perform a search on the map, the Layers Icon appears with a number. This number indicates the number of searches you have on the map.
If you tap a pin on the map, a banner appears at the bottom of the screen with the name of that record and its address, as well as Green Route Icon (if you wanted to add it to a route). Tap on the white bar a second time to pull up actions and additional data set information for that record.
To perform a second search, tap on the search bar, select your range (if it needs to be different), and select a second data set. Now when you tap on the layers icon, you'll see both sets of search results. Tap on a search to see the record list.
The ability to layer multiple searches on the map at once allows you compare two different types of data when building a route or working in the first, maximizing your time away from the office.
When you have a record selected on the map, tap on the white bar at the bottom to bring up additional fields and actions. These actions allow you to view the SF1 record page, check in or check out, and perform other custom actions set up in your company's org.
If you have more than 5 Actions, the fifth slot is replaced by a Show More icon. Additional actions are available behind that button. An admin can change the sequence of the actions on Actions tab in Geopointe Setup.
If you are using marker colors on your data sets, those icons and colors also display in Salesforce1. To see the Legend, tap the icon on the Menu icon in the search bar. Legend is an option in that left control panel.
Routing has many features, and are discussed in full detail on Routing for Salesforce1 document.