Geopointe

Set Up Check-Ins

Check-Ins can be performed one of two ways in the Salesforce mobile app. They can either be done directly from the Map when viewing a record result, or as a publisher action on a record. Both methods work in the desktop and the Salesforce mobile app. You can use one or both of the methods listed below.

Which method should you use? It's up to you. From the map is fewer clicks, but from a record allows you to check in without first running a search. Both methods result in the same record creation. You can learn more about Check-Ins here.

From the Map | From a Record | Check Outs | Customization
 

Check-ins from the Map

Checking in from the map is a standard action in Geopointe. To activate it, go to Geopointe Setup and click the Actions tab. In the list of Point Actions you will see Check In. Click Edit next to it and activate it for which map(s) you plan to use it on. This can be the web map, Salesforce mobile app, or both. Click Save when done. 

Check-ins from a Record

Geopointe Check-Ins are also available for any object with a Chatter feed as a Publisher Action. If you have not already enabled Publisher Actions in your Salesforce org, read these Salesforce support docs first:

Publisher Actions Overview
Setting up Publisher Actions

Once Publisher Actions have been enabled in your org, navigate to the page layouts where you want to enable Check-Ins. From the Mobile & Lightning Actions section, drag Check In to the Salesforce Mobile and Lightning Experience Actions section on the page layout. (Can you drag the Quick Actions Check in to the Quick Actions panel? Yes, you can. But that only works in Chatter on the web, not in Salesforce Mobile.)


IMPORTANT: Do not set Check In as the first Publisher Action. It messes up your Record Feeds.


Check Outs

If you need to record how long your team spends at a location, you can with the use of a Check-Out. Check-Outs are completely optional if you're using Check-Ins, but you'll want to note that you can't Check Out without first Checking In.

Check-Outs are set up the same way as Check-Ins with just a slight change. The changes necessary are outlined below.

From the Map
Check-Out setup is identical to Check-In setup with the exception of the URL.

Link URL: /apex/geopointe__CheckOut?id={!Id}&sf1=true

From a Record
In the Mobile & Lightning Actions section, click and drag Check Out to the Salesforce Mobile and Lightning Experience Actions section, as you did with the Check-In action. We typically recommend that you place them side-by-side.

Check-Out

Check In Customizations

Custom fields can now be added to the Check In/Out process. To do so, it requires you to create a field set in Salesforce Setup, and then add the field set into the Org Settings in Geopointe Setup. These custom fields make Check Ins better suit your business needs.

You can create a field set for either the Geopointe Check-In custom object or the Tasks object. Which one you choose depends on which object has the custom fields you want to fill in.

Custom Fields on Tasks: First create a Field Set for the Task object. This is done in the following path: Salesforce Setup | Customize | Activities | Task Field Sets | New. Once the fields you want to add to the Check-In are on a field set, go to Geopointe Setup and click Edit on the Org Settings sub-tab. In the Check-In / Check-Out Preferences section, add the Field set to the Check-In Task Field Set preference. You could attach the same field set to both the Check-Ins and Check-Outs, or you could create separate ones. When finished, Save. Once set, those additional fields will be presented to the end user during a Check In. 

Custom Fields on Geopointe Check-Ins: First create a Field Set for the Geopointe Check-In object. This is done in Salesforce Setup with the following path: Create | Objects | Geopointe Check-In | Field Sets | New. (Note: You must be in the Salesforce Classic interface in order to create field sets.) Once the fields you want to add to the Check-In are on a field set, go to Geopointe Setup and click Edit on the Org Settings sub-tab. In the Check In / Check Out Preferences section, add the Field set to the Check-In Field Set preference. You could attach the same field set to both the Check-Ins and Check-Outs, or you could create separate ones. When finished, Save. Once set, those additional fields will be presented to the end user during a Check-In. 
 

Ready to try it? Click here to learn how to Check-In.