Tutorial: How to Search
Almost every action inside Geopointe starts with a data set search. The process of performing a search goes something like this:
- Optional: Choose an origin point.
- Select the type of search.
- Select a data set.
- The Data Set
- Search Origins
- Search Types
- Search Method
- Search Results
- Autoload and Recent Data Sets
Data sets are stored on the Saved Layers tab, just below where you choose your search type. Data sets are either unsorted or stored in a folder. They are denoted by the 3 map pins icon to the left of the name.
Searches can be conducted in many different ways. In some cases, you may want to start from a specific location on the map and conduct a search relative to that place. Before we explain all the different search types, we'll cover some methods for choosing a search origin or search area for these types of searches.
As long as it has been set up by your administrator, you should see a Map button listed at the top of your records:
If you click this button, the Geopointe map will load, centered on the location of that record. The home icon sits on top of that point, and becomes the center for any Nearby searches you conduct (more on that later).
Move the map around until it is centered where you intend to search. Double clicking the map will zoom it in, while clicking and dragging will move it around. These controls can also be found in the upper right corner of the map. A full or partial address may be searched from the search bar in the top right corner of the Map. As you type, the search bar pre-populate with suggestions, just like Google Maps's search bar. Once you confirm/hit enter, it will re-center the map with a marker over the address you typed.
Note that if you are searching a more general location (like "coffee shop" or "dog park"), search results will appear in the Places tab of the Control Panel. Choose which one to use as your search origin and click Zoom and Center.
When running a shape search, shape boundaries define your search parameters. Saved shapes can be found in the folders on your Saved Layers tab. New shapes are created using the drawing tools on the right side of the map. Right-click on the map to re-center it on the location you clicked. The top menu option is Set Center Here.
There are four different search options: Nearby, Shape, Map View, and Everywhere. We'll cover each and their use cases below.
The search type is chosen at the top of the saved layers tab. Your current search type will be highlighted in gray. This must be set with your desired search origin before a data set is selected.
The Nearby search creates a search radius out from the center point, based on the provided range. This could be a record, an address, or any chosen coordinates location on the map. Set the radius of the search in the Range box and click your data set. The example below shows accounts within 5 miles of the origin.
The Range does not only apply to miles. This can also be set to Kilometers, Minutes, or Hours.
A time-based Nearby search does not generate a perfect circle. Instead, it generates a polygon that show the distance possible in that amount of time.
A nearby search can plan a location visit, search for similar accounts nearby, target people for an event, or gauge proximity between two different locations.
A shape can be used to define neighborhood boundaries, define territory boundaries, search along a highway, and search an area more complicated than a rectangle and circle. In a shape search, geography plays a larger role in the results.
The Map View search restricts results to the area currently visible on the screen. To choose your search area, adjust the map zoom and position, then click your desired data set.
Similar to a Nearby search, Map View searches are better for general areas, especially when you don't know specific mileage. For example, perhaps you want to do a search of the five boroughs in New York City. You may not know the radius of the five boroughs for purposes of a Nearby search, but you can center NYC and New Jersey inside your screen and conduct a Map View search. This also works well for searching around suburbs or larger areas.
The Everywhere search ignores the map and pulls everything that meets the data set’s criteria. The map will zoom out to show you the complete results, up to ~45,000 records. After you've selected Everywhere, click on a data set to see results.
Data Sets are the front and center of every search. You will click a data set every time you execute a search. Important Note: Make sure your search type is selected at the top of the Saved Layers tab before you click a data set. If you don't, you may end up with a search you didn't want.
When you click a data set, a bar progress bar will appear beneath the data set name, letting you know it's loading. When it's finished loading, the blue bar disappears and you should have search results on the map.
You can also search multiple data sets at once. No need to wait for one search to finish loading, just click on all data sets you would like to see on the map. They can load concurrently.
You can make changes to a search by adjusting the search type, search area, and editing the data set. If you click the data set again, it will load the changed data while keeping the original results on the map, allowing you to compare the two if desired. If you click the refresh button to the left of the data set, it will remove the first search results from the map and reload it with your new parameters.
Mapped results are viewed in a couple of different ways. Visually, the pins or clusters show up on the map. Hover over a pin to see the record name. Click a pin to see an info window with more information about that record, including whatever fields you added to the data set. The example below shows address information, custom fields defined on the data set, and actionable buttons and links.
Below the map is a list of Mapped Data. Each search is populated on its own tab with the data set name and the number of results. This list is also actionable (from the Actions button in the lower right of the map), sortable, and searchable.
If autoload doesn't fit your need, the Recent tab stores your five more recently layers. Found just underneath the search types, you can change your view from all Saved layers to just your Recent layers. Pro Tip: When you create a brand new data set, it will also show up in this list.
Searching your Salesforce data is a simple process in Geopointe, but has dozens of variations, dependent on your need. Hopefully this is enough to help get you started on running a search on the map!