Post-Installation Steps – The Basics

After completing installation, it takes just a few steps to enable Geopointe on your system and start seeing your Salesforce objects on the map. These steps are easy and can be completed in under 15 minutes, we promise!

Finding Geopointe Setup

The following steps are done inside the Geopointe Setup tab. You can find the tab as a default on the Geopointe App, or behind the plus sign. The following video demonstrates how to find it.

Edit Organization Settings

In the Org Settings sub-tab, click Edit. At a minimum, complete all required fields; this ensures we have the most up-to-date information from you. For detailed information about other options on this screen, review the full documentation. When you have finished with your changes, click Save.


Create Map Objects

Note: The following instructions are an abbreviated version of our full Map Object documentation. If you need further clarification beyond what is provided here, refer to the Map Objects document.

Map Objects put your Salesforce objects on the map by translating address information into geographical coordinates. You have a few options for creating Map Objects, depending on the type of Salesforce object you’re configuring and how much data storage you have available.

To create a Map Object, follow the instructions below:

1. Click the Map Objects tab. Click New Map Object to begin.

FYI: Before you start, if you have workflows or triggers that are dependent on the Last Modified Date, the initial geocode will change it. You may want to deactivate those before you do this.

2. Select a Salesforce Object for Mapping.

Use the drop-down to select a Salesforce object, then complete the subsequent name fields as follows:

Display Name: This is the name that users will see on the map. Most often, this will be the name of the object (e.g. Account, Opportunity, Lead). However, if you need to map multiple addresses per object, you may want to be more specific, such as Account - Billing or Property - Physical.

API Name: The system's identification of the Map Object.

3. Identify where the address fields are located. 

If the object you are mapping has address fields, select The address fields are on this object, then proceed to Step 4 below. This is the most common choice when setting up common Salesforce objects like Accounts and Contacts. 

If the object you are mapping references another object's address (a common scenario when mapping Contacts, Opportunities, and Cases), select The address fields are on a related Salesforce Object that already has a configured Geopointe Map Object. Click here to continue to Option B Directions.

If you are mapping a Geopointe Pulse Map Object for our Live Tracking feature, we will have separate documentation on that coming soon. 

4. Define the name and address fields Geopointe should use.

The only required field is the name. Filling in all address fields (Street, City, State, Zip, and Country) will ensure the best result, but you do NOT need to point to every field.

For many Salesforce objects, these values may be pre-populated, as shown above. To adjust them, click on [change] to edit.

5. Define the output fields Geopointe should use.

In this section, you will define where the geocode data is stored. Use the drop-down to select either On Record or Off Record. A quick summary of both options is given below, but you can learn more on the main Map Object doc:

Off Record requires a single lookup field to the Geopointe Geocode object, and all geocode information is stored there. This is the easiest configuration for common Salesforce objects, but it will use data storage. If you are creating an Off Record object, proceed to step 6a.

On Record does not use any additional storage, but requires that you create a few additional fields to store all geocode information on the object. If you are creating an On Record object, skip step 6 and proceed to step 6b.

6a. Set up a Geocode Lookup Field. (Off Record)

If you chose a standard Salesforce object, the Geocode lookup field will automatically be selected, as shown in the screencap below.

If you are setting up a custom object, a less-common Salesforce object, or if you are mapping a second address on the same object, you will need to create the Geocode Lookup field. You will be prompted to create the field if it does not already exist. Choose the correct Lookup field from the drop-down and click Save.

When finished, continue to the Schedule Jobs section below.

6b. Create and define geocode fields. (On Record)

Since you chose to store the geocode on the object record, you must define these three fields within the object:

1. Geolocation - Stores the latitude and longitude returned by the geocoder. This should be a Geolocation field.
2. Geocode Quality - Records the accuracy of the geocoder's lat/long. This should be a Text field.
3. Geocode Date Time - Records the time of the geocode retrieval. This should be a Date/Time field.

As long as these fields are already set up in your object, they will be available to select when you click [change]. If you do not have these fields set up in your object, you need to create them in Salesforce Setup before you can create the map object. 

When you're done, click Save. Once you have saved your map object, the geocoder will begin evaluating addresses, recording coordinates data, and placing them on the map.

When finished, continue to the Schedule Jobs section below.

Option B - Address fields on an Object already configured for Geopointe

Fill in the name, the object to reference, and lookup field to refer to, then click Save. Your Map Object is ready to use and should already be fully populated on the Map!

When finished, continue to the Schedule Jobs section below.


Schedule Jobs

This step queues a job in your system to automatically update your geocode data on an hourly basis. If you skip this step, your records will not remain up-to-date!

To schedule a geocode batch job, click the Batch Jobs sub-tab, then click the Schedule Job link next to the Geopointe Geocoder. (Note: If the link says Cancel Job, this means that the geocoder has already been scheduled.)

For more information on how the Geocoder works, read the full documentation. Or, you want the schedule to run less than hourly, learn how to set your own schedule.

These basic steps are actually all you need to start seeing data on the map! However, we’d recommend going through the other post-installation documents to give your users an integrated Geopointe/Salesforce experience.