Geopointe

Saving and Using Geopointe Locations

Geopointe Locations are locations that you save on the map that do not correlate to Salesforce data. If you're part of an outside team, you probably have locations that you A) visit frequently, B) start your work day from, or C) finish your day at. If you’re creating routes for your day-to-day, you’ll want to have those locations stored and easily accessible.

There are a few ways you can add a location to Geopointe Locations. In this document, we'll cover how to save them and how to retrieve them later. 

By Address on the Map

To add a Geopointe Location using an address, enter an address in the Search bar. If you live in Southern California, perhaps this is a regular destination at the end of a work day:

As you can see, the info window includes an action button to Save to My Locations. Click that, give the location a name, and you’ve created a Geopointe Location.

Geo-Locations-Address-Save

Right Click on the Map

Sometimes an address isn’t quite what you need, and you can be more precise by locating it on the map yourself. For example, to go to Disneyland, it would be worth the effort to have the directions go to a specific parking lot, rather than the theme park main office. If you right click on the map, you also get the option to “Save to My Locations.”

Geo-Locations-Address-Right-Click

By Address on the Geopointe Locations Tab

You can also add a Geopointe Location manually on Geopointe Locations tab itself, in a fashion much more like you’re used to when adding information in Salesforce. The object is accessible as a tab in the Geopointe App, from All Items of the App Launcher (Lightning interface), or from the All Tabs button (Classic interface). 
Click New to add a new location.

Geo-Locations-Address-Tab

You can enter an address or lat/long values (the lat/longs are not required). Complete the information and click Save.

Geo-Locations-Tab-Entry

Recalling a Geopointe Location

There are two ways to view a Geopointe Location on the map after it’s been saved into your system.

Click the My Locations tab of the Map Control Panel. Here, you can see all of your saved locations and take the following actions: center the map on that location, add it to the route, or delete it. 

Geo-Locations-My-Locations

From the Geopointe Locations object, you can access each location's record page, which includes a Map button that will take you to that location on the Map. 

Geo-Locations-Map-Button

We hope this Geopointe Locations overview helps you understand how you can utilize this useful feature.