Tutorial: Geopointe on the Salesforce Mobile App
Geopointe's integration with the Salesforce mobile app gives you access to what you need while on the road or away from your computer, natively running inside the app. This document will serve as a tutorial for end users.
End users can access these functions from within the Salesforce mobile app:
- 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, route stops, and any map location
- Easily access data from the Salesforce mobile app
Important: In order to access Geopointe in the Salesforce mobile app, a Salesforce Admin must first complete the initial setup steps.
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Access Geopointe from the Salesforce mobile app 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 the Salesforce mobile app on your device.
The map should load to your current location, signified by a blue dot in the middle of the map.
Menu: Reveals additional map options.
Search bar: Tap to launch the search tool and perform a Data Set or Address search.
Crosshairs icon: Jump to your current location on the map.
Gray Route icon: View and access your saved 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.)
Enter a range based on time or distance units, then set your search units by tapping the dropdown. You can choose Miles, Kilometers, Minutes, or Hours. In the example below, we set the search for 20 minutes from our current location, resulting in a search radius based on 20 minutes of driving time.
In another example below, we set the search for 500 miles from our current location. We will tap the Account Shipping (All) data set to execute the search:
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 another 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.
After you have performed a search, you can quickly find it again by tapping the Recent tab. This tab stores the data sets that you recently searched on the Salesforce mobile app, making it easy to find and execute the searches you perform frequently. Keep in mind that this list is not affected by searches performed in the browser version of Geopointe.
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 five 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 the Salesforce mobile app. 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 on Salesforce Mobile App document.
You can also watch the video below for step-by-step guidance:
Learn MoreGeopointe Setup for Salesforce Mobile App
Salesforce Mobile App User Settings
Geopointe Routing For Salesforce Mobile