Tutorial: Geopointe Routing
Geopointe allows you to plan, notate, optimize, save, and share trips as routes. This document covers the basics of utilizing these features in Geopointe.
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2. Route Adjustments (Remove Stop | Change Order | Fields | Notes | Options)
3. Route Types & Optimization (Distance Route | Schedule Route)
4. Save Route | Recall Saved Route | Share Route | Export Route | Delete Route
5. User Route Settings
6. Salesforce Mobile Routing
All route creation happens from the Routes sub-tab in the control panel of the Map tab. A route stop counter on the tab icon alerts you to the number of stops currently on your route.
- Data Set search results
- Google search results on the Map (address and keyword searches)
- Saved Locations
- Custom Locations on the map
This method allows you to examine your search results while building a route and be more precise and methodical.
Start with search results on your map.
To add a record to your route, click on the location pin, then click Add to Route from the info window. (Not there? Ask an admin to turn it on)
Alternatively, you can also add records from the data table below the map. The action is under the drop-down menu button to the left of the record name.
When the record is added, you will see a confirmation box at the top of the screen as well as see the route stops number tick up. Once you have two stops, a Route Detail tab will appear in the data table.
If your search results are already filtered to everything that should be on a route, you can add them all at once. Click on Actions in the lower right of the map and choose Add All to Route. (Not there? Ask an admin to turn it on)
The fastest method to add multiple stops in a selective manner is by using Record Selection Mode and clicking each record you want to add directly on the Map.
1. Click the checkbox button in the lower right of the map to activate Record Selection Mode.
2. Hover over a record to see name and field information. Click the pin to select it. A red check mark appears.
Selection can be done from the data table as well. To start picking records in the list, click the checkbox to the left of the record name.
3. Once you have selected all the records you want to add, click Actions in the lower right of the map, then click Add All to Route. Because you're in selection mode, it will only add the selected records.
You can add locations to a route that aren't Salesforce. This could be your office location, your home, a hotel, or your favorite lunch spot.
1. Type an address it in the search box at the top of the Map, then click the magnifying glass. It should take you to that location centered on the map with a red pin.
OR, In the same search bar, you can also search for locations in Google using keywords such as "hotels," "fast food," or "coffee." Up to twenty results will appear on the map and in a list on the Search tab in the control panel.
2. Click on a result and choose Add to Route. (Not there? Ask an admin to turn it on)
3. To save a location for later use, click Save to My Locations and enter a name when prompted.
4. To recall a location later, click on the My Locations tab in the control panel (the map pin icon). You can add a saved location to the a route directly from that tab. This is especially helpful if it is a location you will frequently need on a route.
You can also use the Search bar to add individual, mappable Salesforce records, without having to run a Data Set search.
1. Type the record name in the search bar and press Enter.
2. Identify the correct result in the Search tab of the control panel. You'll see a column for Salesforce results from the search.
3. Click the Route Icon next to the record to add it to the route.
You can add a location to a route by right-clicking anywhere on the map. This is perfect when you know the general area you need to go but not the exact address or location name.
To do this, simply right-click on the map, and click Add to Route in the dropdown.
It's likely that your route wasn't perfect from the moment you started to create it. This section will cover editing and changing your route stops. If you're looking to optimize your route, continue to the next section.
Route stops are edited in the Route sub-tab of the control panel. Both the Route Detail map and the route itself update in real time as you edit your route stops.
Click the Trash Can to remove a stop.
Hover over the route markers on the left side of the map. When you do, your cursor will turn into a up/down arrow. Click and drag the route stops into a new order.
If you need to move a stop to the top or bottom of the list, click on the Options icon (three dots) and select Move to Top of List or Move to Bottom of List.
Route fields allow you to see record data in the route itself. The information is populated on route stops based on fields added to the the data set used for the route. This cannot be changed once the record has been added. (Geopointe Admins can control the number of fields that can be displayed here by setting Number of Route Fields to Display in Geopointe Setup).
Notes are a free text option that allow you to add any useful information that might not be in Salesforce. This could include building codes, office location, favorite coffee type, or personality notes.
To add notes to your route stop, click the pencil icon. A text box will appear. When finished, simply click the pencil icon again.
Route Options allow you to change mode of transportation and metrics.
Click Route Options at the top of your route list.
Once inside the options, you can check the boxes to avoid tolls and highways, select a different mode of transportation, or toggle units between miles and kilometer. Click the X when finished.
To switch between them, click the Type drop-down at the top of your route.
A Distance route will optimize your route to follow the shortest possible path to reach all of your destinations. This type is best when you do not have preset appointments to keep and you are trying to fit as many stops as possible into a single day. Routes are optimized by leaving the first and last stop in place and reorganizing the rest of your stops into the shortest travel time.
A Schedule route works with appointment times (from your calendar, manually entered, or both) to help you fill in gaps and manage your time wisely. This route type should be chosen when starting with scheduled meetings. Routes are optimized by both appointment time and proximity to an existing stop. If meetings are too close or the route cannot be completed within designated work hours, the route cannot be run until the conflicts are resolved.
Learn more about optimizing routes in our Scheduled Routes document.
To save a route:
1. Click the Save icon at the top of the Routes sub-tab.
2. Give your route a Name at the top of the saving screen.
3. Click a date on the calendar to schedule the route for that day. The selected day is highlighted in green. If this is a recurring route that will be used regularly and not on a particular day, choose Route Has No Date below the calendar.
4. Click Save. If you're modifying a route that has previously been saved, you can chose Save to overwrite, or Save As to create a copy.
If you would like to see a route from the past, switch the View from Upcoming to By Month. Arrows and the month name will help you navigate and locate older routes.
By default, only your routes will show up in this view. If, however, you want to search for a route created by another user, change the name in the User box. It should pre-populate to the name of another Geopointe user.
Sharing a route with another user will add it to their Routes tab while the original creator keeps editing rights.
To share a route:
1. Open the route on the map, then click the Ownership & Sharing icon (two people).
2. Find the correct person in the drop-down and click Add Share. Full ownership rights can be changed the same way, using that drop down and clicking Change Owner. You will lose editing rights to the route if you choose this option.
If the person you intend to share with doesn't show up in the list, it means they have not accessed Geopointe yet. Once they access Geopointe, they will appear in the list.
3. Click the X when finished.
Routes can be exported from Geopointe in a few ways.
To see a PDF of your route (including a map, stop list, and turn by turn directions), click the Printer icon.
To see use the route stops as a spreadsheet list, click the CSV Doc icon.
To see the route in Google Maps, click the Google Maps icon. These are all found in the upper right corner of an open route.
When viewing the route list, if you hover over a route, a Trash icon shows up. Click it to delete the route directly from the list.
If you need to look at the route first, there is also a Trash icon among the route buttons at the top.
To clear route stops without deleting the entire route, click the Clear Route (X) button.
Defining User Route Settings.
Geopointe routing also works on the Salesforce mobile app! You can access previously created routes, create one on the fly, or make adjustments when cancellations happen while en route. See our full Salesforce Mobile App Routing documentation.