Check-ins allow Geopointe users on the road to record arrival at a location on a route or from a search. Check-ins are accessible on their own tab as a custom object, linked to their parent records.
Check-in / Check-out Preferences
Check-ins don’t have very many settings. It’s only two boxes on the Geopointe Setup tab, which you can change by clicking Edit at the top of the Organization Settings section.
Check-in/Check-out Creates Task: When checked, a completed task is created each time a user checks in at a location from Geopointe Mobile.
Check-in/Check-out Task Field Set: You can define task fields that can be filled in at the time of a check-in. To do so, you need to create a task field set. The field set would be defined here.
Check-in/Check-out Task Subject Prefix: This changes the task subject. By default, when a Check-in task is put into Geopointe, it’s prefixed with “Check-In:”. If another value would be more useful to your company (perhaps something like “Visited Site:” or “Arrived:”) you can input that here.
Post Check-in/Check-out Image to Feed: When checked, this will include a map of the check-in location when posted to Chatter.
Checking into a Record
See our document on performing a check-in for a step-by-step of the process.
Once completed, a few things happen in Salesforce. First, the check-in record is created. If you’ve checked it in Geopointe Setup, a completed activity will be added to the visited record’s list of completed tasks. If you chose to Chatter the check-in, it can be found on the appropriate Chatter feed.
A Chatter feed Check-in post looks something like this:
A completed activity will look something like this:
The Check-in Record
The Check-in Record includes an array of data for you to utilize as needed. To see these records, you'll need to create a tab for it, by going to Salesforce Setup | Create | Tabs | New Custom Object Tab. Information stored on the record includes:
- The parent record of the check in
- The latitude and longitude of the check in, as well as how close it was to the actual location
- The ID of the parent record, the task record, and the chatter record
- Who performed the check-in
- The time of the check-in
- If it was posted to Chatter or not
- Time and location of a check out (if applicable)