Geopointe

Geopointe August 2015 Release

Last Updated August 1, 2015

Geopointe's August 2015 release is scheduled to be generally available on AppExchange Wednesday, August 5, 2015. This page contains the most important details regarding the release and will be updated as the release progresses.

Release Schedule

The Geopointe release process begins with an upgrade of all Sandbox systems. Shortly thereafter, we update the AppExchange listing making the new release available. This allows admins the opportunity to upgrade their systems during their own work hours. A release webinar occurs at that time to provide a preview of the release and to allow for questions. Finally, all remaining Geopointe production systems are automatically upgraded on a weekend. The table below provides the schedule for this release.
 
Name Description Date
Sandbox All Geopointe installs in Sandboxes will be automatically updated 8/1/2015
Manual Update The release will be available on AppExchange to allow you to manually update your production system. 8/5/2015
Automatic Update All Geopointe installs in production systems will receive the update automatically 8/8/2015

Release Webinar

Watch a recording of our release webinar for more detail and a demonstration of some of the new features in action.

Feature Summary and User Impact

Feature Automatically visible to all users Not automatically visible, requires some setup Contact Arrowpointe to enable this feature
Geopointe in the Browser
Actions Everywhere X
(for standard actions)
X  
Interactive Legend X    
One Box Search X    
Geopointe Shape Library Support in Shape Fields   X  
Create Salesforce Records from Map   X  
Distance Measurement Tool X    
Inline URL Actions   X  
Simple Org-Wide Sharing on Folder Creation X    
"center" URL Parameter X    
Repositioning of Layers & Search Tabs in Control Panel X    
Remove from Map X    
Geopointe for Salesforce1
Actions Everywhere X
(for standard actions)
X  
Check-Out Tasks   X  
Create Salesforce Records from Map   X  
Geopointe Platform
Assignment Plans: Automatic Owner Update   X  
Assignment Plans: Invoke Lead/Case Assignment Rules   X  
Check In/Out API Method accepts images as input X    
Geocode Batch Size of 200   X  
Apex Test Data Initialization   X  

Feature Details

Actions Everywhere

Geopointe's Actions Framework is how organizations can take action with the data on the map. Historically, Geopointe has allowed for "record actions" (e.g. Log a Call, Check-In, New Task) that appear for each Salesforce record mapped and "list actions" (e.g. Add to Campaign, Change Owner, Export) that allow actions to be performed against all data mapped or a selected subset. The Actions Framework has always allowed organizations to add their own custom actions.

We are redefining the concept of "record actions" to be broader in scope, now they are called Point Actions. The distinction is important. A point action means that you can launch actions from any specific location on the map. The Geopointe Actions Framework has been updated to let your admin designate where an actions should appear. Actions can now appear in the following locations as defined by the Point Type field on the Action.

  • Map: Map actions appear in the right-click menu in the web interface. In Salesforce1, you can put a pin anywhere by holding your finger onto the map and these actions appear in that pin.
  • Place:  The result of a one-box search in the web interface. In Salesforce1, this is the result of an Address search. 
  • Record: A Salesforce record plotted on the map in both the web interface and Salesforce1.
  • Route Stop: Any of the above records when they are placed into a route. This allows for route-specific actions to be performed (e.g. Check-In, Log Meeting Notes, etc.)
The Point Type selection tells the system where this action should be displayed.

The Geopointe upgrade will automatically update the Point Type for all standard route actions (the ones that come with Geopointe) so these can useful in the new locations actions are supported.

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Interactive Legend

The new Interactive Legend feature allows users to show/hide pins from the map based upon their Color By selection. For example, suppose a search for Accounts is made in an area and the pins are colored by their Type value (e.g. Prospect, Customer, Partner). In the past, to see only Customers, a user needed to add a filter and refresh the results. No longer. The legend is now interactive. Users can show/hide records based upon the color by grouping with the click of the mouse.

The legend can be used to show/hide any/all of the colored by groupings. The legend is sortable by label or record count too!

The map's list actions (e.g. Change Owner, Add to Campaign, etc) only run against displayed results. Suppose that same user wanted to add all the Customer accounts into a Campaign. By displaying only those Customer accounts, the Add to Campaign action will run against just that selection. 

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One Box Search

The search tab in the Geopointe control panel has been upgraded. Users no longer need to choose between an address search and a places search. Now, both of these are included in a single search. If Salesforce record results are already on the map, the auto-complete will display those records too.

One search to rule them all! No matter what it you are looking for, you should find it with our One Box Search

The feature works a bit differently depending upon what you select.
  • Mapped Data: Selecting mapped data will open that pin on the map.
  • Specific Google Location: Selecting a specific location from Google (address or place) will add that item to the map as the new center point just like the old "address" search did.
  • Search: Choosing a suggested search or simply pressing the Search button will display results on the map and a list in the control panel (as depicted below). Use the list to more easily find the item on the map. 
The search results are simply and beautifully displayed within the control panel

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Geopointe Shape Library Support in Shape Fields

Shape Fields are an extremely powerful feature in Geopointe that allow you to associate a geographic area to a record as an attribute of that record. Imagine Salesforce having a Geographic Area data type when you create a new field. They don't, but that's what we are trying to support for you. Suppose you had an object called Farms. That object might have a shape field added to it called Boundary. Our Shape Fields feature can support that. 

In this release, we are enhancing this feature to allow the Shape Field to reference items from our Geopointe Shape Library (e.g. a bunch of zip codes or maybe a school district). We've always supported ad-hoc drawn shapes. Now you can use our Geopointe Shape Library as a reference. 
Example of 3 different shape field types: Ad-Hoc drawn shape (green), Radius (blue) and the new Geopointe Shape Library type (pink)

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Create Salesforce Records from Map

Wouldn't you love to be on the map, find a location and get that location data into Salesforce as a Lead, Account or some Custom Object you have? Now you can!

Geopointe Actions (point actions, not list actions) now support an Action Type of "Create Record". Selecting this option will allow your administrator, to configure how the data should transfer from the map to your Salesforce database. You even have the ability to designate additional fields (via a Field Set) that you'd like your users to complete before saving the record. Geopointe will help you pre-populate an entry form for the end user to complete. 
Geopointe can now serve as a prospecting tool

Each action is tied to a Salesforce object (e.g. Account), a Field Set (to define the fields a user should see in the UI) and supports record types and the setting of fields not displayed in the UI. It's a simple 2 click process with the added benefit of allowing the user to append additional information.
It's a very quick, simple click-thru process
It works in Salesforce1 too!
It's just as quick from your mobile device

Creating an action like this is simple. When selecting your Action Type, you'll have the option of URL, Apex, Inline or Create Record. The latter choice will cause the page to display configuration options for mapping the data to Salesforce fields. 
Every action is individually configured allowing you to support many different business processes

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Distance Measurement Tool

Now you can measure the distance between points right onto the map. Geopointe supports drawing multi-segmented lines and you can draw as many as you like to get all the measurements onto the map that you need. The option is available when clicking the New Layer button or via a right-click of the map.

The tool is available from the New Layer panel or by right-clicking anywhere on the map

What to measure? Ever been curious about the real distances of famous Chicago Cubs home runs? See below. Some of those, though, never hit the ground. In a future release, we'll have to support elevation as part of the measurement.
Multiple measurements can exist on the map at once. Name them yourself to make the results very intuitive

If your measurement is less than 1 mile/kilometer, the output will be displayed in feet/meters. If it's greater than 1 mile/kilometer, it'll be displayed in miles/kilometers. Whether it chooses imperial or metric scale is based upon the setting you have set in your nearby search settings. 

You can do multi-segmented measurement too. 
A measurement can have multiple segments

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Inline URL Actions

Inline URL actions allow a URL to be embedded within the Info Window of any Salesforce record, Places result and/or Route Stop. 
Choose the "Inline" Display Type and the URL will appear in the Info Window using the size you specify

When the map is rendered, this page will be rendered inside the info window. This is a great feature for use cases such as:
  • Embedding a custom Visualforce Page that will do advanced on-the-fly analysis of the record
  • Showing Satellite or Street View images inline
  • Adding a custom widget from another site (e.g. weather)
In the example above, we setup Satellite images from Mapbox. See below for how they render.
On the left shows the URL rendering for a Salesforce record. On the right, inside a Places result.

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Simple Org-Wide Sharing on Folder Creation

We found that most admins creating a new data set folder share that folder with all users. Rather than making the admin share the folder to everyone after it's created, we now offer that right up front.
Checking the Share with All Users flag will do just that as soon as the folder is created. Saves a few clicks!

The result of checking that box is that the folder will be automatically shared (read-only) to the All Internal Users public group. After the folder is created, admins can still click the sharing icon and share the folder however they see fit. 

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"center" URL Parameter

Geopointe's URL Parameter options allow custom functionality to be invoked upon entry to the map. This release adds support for the "center" parameter. A URL will this parameter set will cause Geopointe to center the map at that location. For example, the following URL settings will all center that map at Salesforce's corporate HQ.
  • .../apex/Map?center=1 Market St, San Francisco, CA
  • .../apex/Map?center=1 Market St, 94105
  • .../apex/Map?center=37.79392305418307,-122.39495873451233
An additional cool feature is that it can be used to search for a queried location. It acts just like an Address/Places search and will bring the user to the first result for that search. The following will bring a user right to 1600 Pennsylvania Ave in Washington DC.
  • .../apex/Map?center=The White House

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Repositioning of Layers & Search Tabs in Control Panel

We swapped the order of the Layers and Search tab within the control panel. The Layers tab is added to after a data set search, so we thought it more appropriate to them be next to each other. The icons have not changed. 


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Remove From Map

Our data table has always had an action allowing a user to manually remove an item from the map. We added this simple action inside the Info Window too. This does not touch your Salesforce data. It simply removes the item from the map and the data table.
Easily remove pins from the map

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Check-Out Tasks

Our Check-In / Check-Out feature is very popular. It allows a user to document their location from their mobile device, while logging an activity at the same time. We released check-outs last year, but those check-outs never created a unique activity. Now they do. Administrators should simply set their Check-Out preferences on the Geopointe Setup page.

We did not want to make any assumptions for these settings. Thus, the upgrade to this new release will not auto-enable this feature for anyone. Admins must go and enable it.

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Assignment Plans: Automatic Owner Update and/or Assignment Rule Invocation

Assignment Plans have quickly become one of our most unique and sought after features. They allow the system to do the work of matching your Salesforce record with geographic areas and updating your Salesforce records with that association. Many organizations do this manually and it is very time consuming. Geopointe significantly reduces the time needed to make those assignments.

In prior releases, Geopointe only took the assignment as far as associating the Geopointe Assignment Area (the geographic region) to a record (e.g. Lead, Account or a custom object). Our next release brings one more level of automation to the process. Admins can now choose the "Reassign Owner" flag to have Geopointe automatically set the assigned record's owner to the User identified on the Assignment Area. For organizations assigning Leads or Cases, Geopointe can invoke those Assignment Rules upon update. 
Assignment plans can now complete the entire assignment all the way to Owner

For organizations that make their assignments purely based upon geography, Geopointe can be the one-stop-shop for automated assignments. For organizations that take into account other factors too (e.g. Company Size, Industry, etc), Geopointe can also be the one-stop-shop. In this case, however, Lead/Case assignments can be finished using those Assignment Rules. Other objects can use Workflow.

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Check In/Out API Method accepts images as Input

The Check-In and Check-Out methods in our API Apex Class now allow an an image to be included with the input. This simple change allows many use cases to come to life.
Bring your check-ins to life with other images, perhaps a photo from a specific location

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Geocode Batch Size of 200

Our geocoder runs in batches of 100 records by default. Salesforce has limits as to how many batches can run in a day. For organizations heavily using Batch Apex and who wish to reduce the number of batches used by the geocoder, the geocode batch size can be modified on the Map Object and set to 200.



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Apex Test Initialization

Several customers are using the Geopointe API in their own development to programmatically search for records, measure distance and more. Customers can now call the geopointe.API.initGeopointeDataForTests() method to setup the same test data that the Geopointe API uses when running its own internal tests. This should help you in getting the necessary code coverage needed to deploy your custom code.

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We hope you enjoy what we have delivered in this release.