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 are started in a lot of different ways. For some search types, the location visible on the map will make a difference; for others, it will not. Before discussing search types, let's discuss methods for choosing a search origin or search area.
As long as it has been set up by your administrator, you should see a Map button listed at the top of your records. Click it.
The Geopointe map loads centered on the record you clicked away from. The home icon sits on top of that point, and becomes your search center.
Move the map around until it is centered where you intend to search. Double clicking the map will zoom it in, clicking and draging 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.
If 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 hand 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, a any chosen spot 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, you may not know how many miles across the five boroughs are, but you can easily center the map on NYC and New Jersey. 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 your desired Data Set to see results.
Data Sets are the front and center part of searching. Clicking on a Data Set is what launches 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 desolves 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.
If you need to adjust a search—change the type, adjust the search area, or change the data set—there are two different ways to do this. To compare the first search with the second search, simply click the data set again. To replace your old search with the new search, click the refresh button to the left of the data set. It will remove the search 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. A hover over the pins gives the record name. Clicking a pin or cluster will open the info bubble. 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!