Geopointe FAQ

  1. Administrator FAQs
  2. General FAQs
  3. Geopointe Mobile FAQs
  4. Subscription & Licensing FAQs

Administrator FAQs

Q. Is it possible to automatically assign leads or accounts to users depending on their geographical areas?
Records of any type can be assigned to geographic area(s) using the Assignment Plans feature. You can use the Change Owner checkbox to automatically update record ownership based on these assignments. You can also accomplish this in real-time by setting up a simple trigger.  Read more...

Q. Can the administrator setup user permission levels for end-users?
During the setup process, Geopointe will assign “Geopointe Base Permissions” which will give your Geopointe users the necessary permissions for accessing all of the non-admin features. The Geopointe Administrator can customize each user’s permission set. Read more...

Q. How can I tell if employees are using the Geopointe application?
Your system has been collecting usage information stored in a custom object called Geopointe User Usage. It documents a user's last access to Geopointe and the context (e.g. Map Tab, Salesforce mobile app, etc). To see this data, you can create a report based on the Geopointe User Usages Report Type. Read more...

Q. Can I map one object to multiple addresses? My contacts have an office address and a home address. I want to map these records at the office address if one exists, and otherwise map them at the home address if the contact does not have an office address. Is this possible?
Yes, you can! You can create multiple map objects from the same salesforce object, each pointing to a different address. Read more...

General FAQs

Q. Can I create geographical areas by drawing them on a map or using pre-existing shapes or areas?
Geopointe allows end users to draw their own shapes directly on the map; the application also includes an extensive library of predefined geographic boundaries. Read more...

Q. Does the Geopointe mapping application work outside of North America?
Absolutely! Geopointe can search your Salesforce data anywhere in the world.

Q. Can you input latitude and longitude fields for a search?
By default, Geopointe generates coordinates for each record by geocoding the address. If you already have latitude and longitude data that would be more useful to you than an address, Geopointe can be configured to use those coordinates instead of automatically generating coordinates. Read more...

Q. Can you export maps to other file formats?
Geopointe supports the export of your map results to a CSV. It also supports KML export which will open mapped locations in Google Earth. Read more on CSV exports…  Read more on KML exports...

Q. Is it possible to add points of interest such as hotels, gas stations, and landmarks to the map? If so, can the address be added to Saleforce?
Geopointe's Places Search allows users to find businesses and locations on the map that are not in their Salesforce database. This allows those locations to be used in a route or saved as a personal location. While we can't automatically add these results to your Salesforce org, you can use a Create Record action to add it to Salesforce. Read more...

Q. Can end users set their own marker colors and preferences or does the admin set preferences for everyone?
Markers are highly customizable for your data sets. Only admins can adjust markers on global data sets, but end users can create their own or clone a global data set to customize the pins visually to their needs. Markers can be customized in a number of different ways. Read more...

Q. How many destinations can one route contain?
Geopointe can route up to 100 stops per route. Read more...

Mobile FAQs

Q. How does the Geopointe application run on mobile devices while on the road?
Users can access Geopointe natively in the Salesforce mobile app, providing access to the maps and Salesforce data while on the road or away from their computer. When a navigation is started from the app, it will launch through the navigation app that is selected on the mobile app's Map Settings screen.  Read more...

Q. Do I need a certain navigation application need to be installed on my mobile device in order to use Geopointe routing on the Salesforce mobile app?
Geopointe navigations are compatible with Apple Maps, Google Maps, and Waze. Make sure to update your Salesforce mobile map settings with your preferred navigation app before you start a navigation. 

Q. Can Geopointe tell me where my field employees are spending their time?
Geopointe includes a Check-in feature that allows users to quickly capture their location and even log notes directly in Salesforce. Read more...

Q. Does the Salesforce mobile app work in a Sandbox environment?
Geopointe can be installed in a Sandbox or Production environment, and works in the Salesforce mobile app in either environment.

Subscriptions & Licensing

Q. My Geopointe license has expired. How do I renew it?
To renew your expired license, visit the checkout page. To renew licenses prior to expiration you can visit the checkout page or click the ‘Buy Licenses’ button on the Geopointe Setup page within the application.

Q. Can I add or remove licenses after I’ve completed our purchase?
Yes. To add additional licenses, click the Buy Licenses button on the Geopointe Setup page within the application. You can also visit the checkout page on our website which can process subscription renewals. Licenses can only be removed during renewal periods.

Q. Is there a minimum number of licenses we have to purchase?
There is a 3 license minimum for Geopointe. To purchase your Geopointe licenses visit the checkout page. For month to month purchases, please contact us to process your order.

Read more about Geopointe licensing on our Pricing Page.