Geopointe

Using Check-Ins

Geopointe Check-Ins allow users to record when they have physically visited a location inside the Salesforce mobile app. It's a great way to show physical visits versus phone calls. It also gives you the ability to check out, and record the amount of time spent on the visit.



There are two ways to perform a Check-In. Depending on how your administrator set up your system, you'll be able to do so either directly on the Map in the Salesforce mobile app, or from a record. Both have their advantages, and your administrator likely set it up in whatever way made the most sense for your business model.

From the Map | From a Record | Check Outs

Check In from the Map

To check in from the Geopointe map, you will need to have that record or location populated on the map, such as from a data set search or a route.

Tap on the record, then tap on the white Actions bar at the bottom of your screen to see your available actions. Tap the Check In icon.




The next screen is where you create the Check-In. It will load your current location, allow you write a note, and share it to your Chatter feed. When done, tap the Check In button.


Once you're done with the check-in, tap Close and it will return you to the map.

Check In from a Record

To check in from a record, you need to be looking at a record detail page in the Salesforce mobile app. You can just navigate to one like you would normally in the Salesforce mobile app, or you can use the map to get there by tapping on a search result, and tapping the View Record button.


Once on the record page, you need to tap the Check In action, located at the bottom. Its icon is a small map pin inside a green square. If it's not featured on the main page, click the [...] Show More button to see all available actions.




The next screen is where you create the Check-In. It will load your current location, allow you write a note, and share it to your Chatter feed. When done, tap the Check In button.



Once you've checked in successfully, it will return you to the record page.

 

Check-Outs

If your company has activated Check-Outs, you perform them the same way. Note that a Check-Out can only be completed after a Check-In.

From the Map
To perform a Check-Out from the map, the process follows the same pattern. Once you're looking at the record action options, simply tap the Check Out button.



From a Record
To check out on a record, simply tap the Check Out icon with the red icon. When you've completed the check out, tap Save.



If you try to check out before creating a Check-In, you will receive an error similar to the following:

Check-out-error