Geopointe

Geopointe for Salesforce1 Setup

Geopointe for Salesforce1 has a robust set of features that can be used on any mobile device. Radial searches, Route planning, and Check-Ins to name a few. There are a couple of items that need to be setup by a Salesforce Administrator for Geopointe to work on Salesforce1.

Add the Geopointe App to the Salesforce1 App Menu

It’s easy for a Salesforce Administrator to add a custom app like Geopointe to Salesforce1. In Setup, go to Mobile Administration | Mobile Navigation. In the list of Available Navigation Menu Items, find Map and click the right arrow to add it to the list of selected Menu Items.  Optionally, move it up or down to control where it falls in the order of the selected tabs, then click Save.

SF1MobileNavigation Setup

Now the Geopointe Map tab will appear in the Salesforce1 Menu for Geopointe users.

Geopointe Mobile for Salesforce 1

*Note: If you are an existing Geopointe customer , you may not see the Geopointe logo on the Map tab in the Apps menu. To enable that logo, follow the steps outlined here.

Configure Session Settings

In Setup, go to Security Controls | Session Settings and uncheck the boxes next to the Enable clickjack protection for non-setup customer Visualforce pages...  settings and then Click Save.

That’s it. Geopointe for Salesforce1 is ready to go for your users. There are a few more ways you can optimize the mobile experience, see the articles linked below.


Common Troubleshooting Steps and FAQ

Q: I get an Insufficient Privileges error, What Should I do?
A: Click Set User Permissions on Geopointe Setup

Q: I get a gray screen, what should I do?
A: Double Check the Session Settings as outlined above.

Q: It won’t show my location, what should I do?
A: Make sure location services are enabled on your device, and click yes to allow location when prompted.

Special Note for iPhone and iPad Users

Google Maps Warning 3

Salesforce1 does not currently support opening a route in the native Apple Maps application, and requires that you have the Google Maps application installed on your device. Geopointe has a warning message with a link to the Google Maps app in the Apple App Store on the Routing page. If a user attempts to open a route in an external mapping application without the Google Maps app installed, the app will be unresponsive.

What’s Next?

Setup Check-Ins for Salesforce1

How to Use Geopointe in Salesforce1