Almost every action inside Geopointe starts with a data set search. The process of performing a search goes something like this:
- Optional: Choose a starting point.
- Select a Search Type.
- Click a Data Set.
- The Data Set
- Starting Point
- 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 (Nearby Search). Before we explain all the different search types, we'll cover some methods for choosing a starting point 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. Clicking this button will launch the Geopointe map will load to the location of that record.
If you click the Nearby search type, the Map will use that record location as the center of your search.
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-populates 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.
You can also search with keywords (like "coffee shop" or "dog park" to get Google Places results. These results will appear in the Places tab of the Control Panel.
To center on that location, click the marker of the location and click Zoom and Center in the Map Actions.
When you select a Shape search type, the data set search is confined to the boundaries of a shape present on the map. You can either create a shape using the drawing tools, or load a saved shape from the Saved Layers tab. 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.
To run a Nearby search, set a search radius and distance units next to Range, then 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 (Driving), Hours (Driving), Miles (Driving) or Kilometers (Driving).
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 is useful for filling up your schedule with nearby stops, identifying similar nearby accounts, targeting people for an event, or gauging proximity between two 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 100,000 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: Choose a search type 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 icon 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!