Geopointe

Tutorial: How to Search

There isn't much to do inside of Geopointe without running a search first.


The process of performing a search goes something like this:

  1. Choose an origin point for your search (if necessary).
  2. Select the type of search that will meet your needs.
  3. Select a data set(s) to launch your search(es).
  4. Interact with your results.
  5. Run follow-up searches (if necessary).
This document will walk you through search types, the results, starting positions, and their behavior.

The Data Set | Search Origins | Search Types | Search Method | Search Results | Autoload and Recent

The Data Set

Before diving into searches, it's important to touch on data sets. Data sets are how you perform queries in Salesforce. Think of them as something similar to a list view or report. They are created against a specific object and can be filtered by any number of Salesforce fields.

Data Sets are stored on the Saved Layers tab, just below where you choose your search type. Data Sets can be unsorted or stored in a folder, and can be recognized by the 3 map pins icon to the left of the name.


 
You can learn all about the filtering, coloring, and other customizations possible on a data set in the main document.
 

Search Origins

You can start a search in a lot of different ways. For some search types, your location on the map will make a difference; for others it will not. Before discussing search types, let's first cover possible search origins on your map.

From a Record

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.

Search-Record-Start

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.

Search-Record-Map

Click and Drag

You can move the map around yourself until it is centered where you want to search. Double clicking the map will zoom it in, click and drag will move it around. These controls can also be found in the upper right corner of the map.

Address Search

You can search for a full or partial address from the search tab in the control panel. Choose the Red magnifying glass and entered in your desired address. It can be as general as a city or state, or a full address. It'll then re-center the map with a center pin.

A Shape Boundary

When running a shape search, the 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

You can right-click on the map to re-center it on the location you clicked. The top menu option is Set Center Here.


Search Types

There are four different search options: Nearby, Shape, Map View, and Everywhere. We'll go through each and their use cases below.

Nearby Search

The Nearby search creates a radius out from your center point. This could be a record, an arbitrary center, or a manually entered address. Set the radius of the search with Range (I chose 5 miles) and click your Data Set. The plotted results are records found within 5 miles of the point of origin.

Search-Radial

This is the most basic use case for the map and best for proximity searching. A nearby search can help plan a location visit, search for similar accounts nearby, target people for an event, or get a sense of proximity between two different locations.

Shape Search

The Shape search allows you to search within the boundaries of a polygon. Shapes can either be drawn or selected from our shape library. Once you have your desired shape on the map, click your desired Data Set.

Search-Shape

A shape search is very versatile. It allows for the following scenarios, among others: defining neighborhood boundaries, defining territory boundaries, searching along a highway, and searching over an area that is more complicated than a rectangle and circle. The shape search allows geography to play a greater role in the returned search results.

Map View Search

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 and then click your desired Data Set.

Search-Viewable

The use case for Map View is very similar to Nearby, but is 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. No need to know the mileage between Orlando and Atlanta if you want to search in that quadrant of the US; just use Map View!

Everywhere Search

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 Everywhereclick on your desired Data Set to see results.

Search-Entire


Search Method

You may have noticed that there is no button that says Search! There used to be, it's true, but it was actually limiting what could be accomplished on the map, and wasting your time.

Instead, 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.



Want two searches? Click two data sets. No need to wait for one search to finish loading. They can load on the map concurrently. You will get a message letting you know it's being added to the map as well as a blue progress bar on every data set being added.



Sometimes a search you run isn't exactly what you needed and you need to re-run it. This could be to change the search type or adjust the search area. If you want to compare one area with the original area, all you need to do is click the data set again. If you want 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.


 


Search Results

You can view the map results in a couple of different ways. Visually, the pins or clusters show up on the map. A hover over the pins gives you the record name. Clicking on a pin or cluster will open the info bubble. Here you see complete address information, custom fields defined on the data set, and actionable buttons and links.

Search-Result

Below the map is a list view of your Mapped Data. Your search is populated into a tab with the data set name and the number of results returned. This list is also actionable (from the Actions button in the lower right of the map), sortable, and searchable.


Data Set Autoload and Recent Layers

If you have a data set that you search on every time you come to the map, you can save yourself some time with our autoload feature. When you hover over any kind of layer, a star icon appears to the right of it. When clicked, the star is colored yellow. An activated star means those layers automatically load when you come to the map without you having to do a search. Pro tip: don't do this for extremely large data sets, otherwise you'll always have to wait for it to load before you do something else.



Autoload not really your style, but you have a few favorite layers you always use? That's what the Recent tab is for. Just underneath the search option, you can change your view from all Saved layers to just your Recent layers. That will show the last 5 layers you loaded on the map, so you don't have to search through all your other layers to find what you're looking for. Pro Tip: When you create a brand new data set, it will also show up in this list.



Hopefully this is enough to help get you started on running a search on the map!