Tutorial: Geopointe Routing
Geopointe allows you to plan, notate, optimize, and save trips as routes. You can also access previously saved routes, share routes with other users, and access routes that have been shared with you. For information on routes in Geopointe for the Salesforce1 mobile application, go here.
If you can search for it on the map, you can add it to a route in Geopointe. Once the records or other search results have been added to the map, you can start building out your route. A route can be built adding stops one by one, grouped, or as a full list.
Even if you don’t have the Routes sub-tab open in the control panel, you can monitor progress with the counter badge, incremented to indicate the number of stops. You’ll also see the route populate on your map in real time.
Start with search results on your map. You can pick the records from that search you would like added to your Route. This method is ideal if you have specific locations you need to visit. To add a stop to the route individually, click on the map pin to open the info window and click Add to Route. You can also do this from the drop-down button in the results list.
Add All to Route
If your search results are already filtered, or you came from a Map Records button, then maybe everything on the map belongs in your route. Click the Actions button in the lower right of the map and choose Add All to Route. (Not there? Ask an admin to turn it on)
Add Selected Records
This method is the fastest and easiest way to add multiple stops to a route when you need to be selective about which locations to visit. With search results on the map, scroll down on the page to the search results list. On the left is a column of empty checkboxes. Check the boxes for the stops next to records you want to visit. Once you've finished selecting, click Actions in the lower right of the map, then click Add All to Route.
If you're a visual selector, you can check the checkbox button next to the Actions button. With that selected, the map turns into selection mode and allows you to make your selections from the map.
Places / Address Search
You may need a stop on your route that isn’t a Salesforce record. Click over to our Search sub-tab (the Red Magnifying Glass), which allows for an Address & Places search. This allows you to either search for a business you don’t have an exact address for or find an exact address not in your Salesforce data. Type your query in the box then click Search. You will either receive a list of places results or a red pin centered on that address. Either type of result, when clicked, will have an Add to Route button.
Address searches can also be saved and recalled later (useful for your house or office address). After performing your search, click Save to My Locations to give the location a name. It will become available on the My Locations sub-tab (the golden map pin).
Lastly, you can add a location to a route from a Right-click anywhere on the map. Pick a spot, Right-click on the map, and one of your options is to Add to Route. A rare feature for specific routes, but of use for those creating walking routes or visiting general areas.
Route stops are listed in the Route sub-tab of the control panel. The full directions of the route are adjusted in real time below the map as their own data tab.
Delete a Stop
Click the X on the route stop to remove the stop.
Change Stops Order
Click and drag the hamburger icon on the right up or down in the list to reposition the location. You’ll see the route adjust in real time.
If you need to move a stop to the top or bottom of the list, you can click on the 3 Dots button and select either Move to Top of the List or Move to Bottom of the List.
Add Appointment Times and Route Stop Notes
You can add an arrival and departure time to each stop by clicking the pencil button. Two drop down menus will appear, allowing you to select meeting duration times. Geopointe analyzes your route and lets you know if your appointments are too close together.
Note: The arrival times are estimates and do not take current traffic into consideration.
You can also add notes to a route stop. This section is meant to be short and is viewable on the route only, but helps keep you focused and successful in the field. The note appears on the Map Page, the Route PDF, and in Salesforce1.
Route fields are another method of keeping notes on a route. They are populated onto route stops based on the fields set up on the data set you searched to create the route. When added to the route, the fields look like this:
Note: The Number of Route Fields to Display is set by your Geopointe admin in Geopointe Setup.
Click the Route Options link at the top of the route list. This allows you to adjust the route type to your needs: change the mode of transportation, change the metrics, or eliminate highways and tolls.
If you do not have a specific order you need to visit your locations in, Optimize will give you the most efficient order between stops. Check the Optimize box to in the upper left of the route list. Your first and last locations will stay intact, so make sure you have those where you want them first. It will rearrange everything between those stops.
When you have a route that you want to save, click the Save icon (floppy disc) on the Route sub-tab. Enter the name and click Save or Save As. If working from a previously created route, Save will overwrite the existing route. Save As will create a new route.
Saved routes you have access to are listed in the drop down. If you have a long list in there, you can search for the route from the top of the drop down.
By default, Geopointe routes are private. To share it, click the Ownership / Sharing icon above the Route Detail (two heads icon). To make a route accessible to another user, you can either make them the Owner or Share the route with them. Routes are also sharable with multiple users by selecting them one by one from the Sharing list, and clicking Add Share. You can remove route access by clicking Del link next to a users name. Note that a yellow indication dot shows up on the Share icon when sharing is activated.
Routes can be exported in a few ways. You can send it out to Google by clicking on the Logo icon. You can also print it or save is a PDF by clicking the Printer icon.
You can aslo export to a CSV by clicking the CSV highlighted below.
The alternative way to build a route would not involve using the map at all, but actually starting with a calendar. If you store your day’s appointments as events in Salesforce, they can be pulled up into a route. Click the Calendar icon, choose a date, and watch your route populate. Saving, sharing, and editing the route works like the other steps shown above, but starts with a different origin point.
If you need assistance with Routing on Salesforce1 click here.