Geopointe

Geopointe March 2016 Release

Last Updated March 15, 2016 11:30am
(release notes will be regularly updated as the actual release approaches)


Geopointe's March 2016 release is scheduled to be generally available on AppExchange Tuesday, March 8 , 2016. 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 3/5/2016
Manual Update The release will be available on AppExchange to allow you to manually update your production system 3/8/2016
Automatic Update All Geopointe installs in production systems will receive the update automatically 3/12/2016
USPS ZIP Codes Availability of the USPS ZIP codes to replace the current Zip Code Tabulation Areas By 3/26/2016
European Postal Codes Availability of the new European Postal Codes By 4/2/2016

Release Webinar

A recorded version of the Release Webinar demonstrating the new features is now available. Click here to watch the recording and access the webinar slide deck.

Feature Summary and User Impact

Feature Automatically visible to all users Not automatically visible, requires some setup Contact Us to enable this feature
Geopointe in the Browser
Inline Editing X    
Mass Update   X  
Global Postal Codes X    
Geopointe Shape Library Search X    
Auto-Load Data Sets and Shapes X    
Styled Maps   X  
Data Set Enhancements X    
Create Record Enhancements   X  
Check In/Out Enhancements   X  
Routing Enhancements X    
Folder Enhancements X    
Shape Enhancements X    
Geopointe Platform
On-Record Geocode Storage   X  
Multiple Map Objects per Salesforce Object   X  
Distance Service in Apex API   X  
Cirrus Insight Inbox App   X  

Geopointe in the Browser Feature Details

Inline Editing

Many users start their day with Geopointe and work with their Salesforce data from there. To support these power users and even casual users, we are making it easier to edit Salesforce data inline, right from the map. 

Edits can be made in either the list or the info window. The system will use Object & Field Level Security to determine whether a field is editable for a user. The system will also consider record-level rules to determine whether the record is read-write or read-only for the user. 


When editing, a datatype-aware edit form will appear. "Datatype-aware" means that picklist fields will act like picklist, date fields like dates, etc. For picklists, the system is also record type aware so a user will only see the proper picklist values based upon that record's record type. 


Edits occur immediately in Salesforce. After an edit, the Geopointe info window and table will display the new value. 

Inline editing is turned on by default, but admins can disable it on the Geopointe Setup page. 

^ Return to Feature Summary ^

Mass Update

Users can now mass update the Salesforce data they map right from the Geopointe page!  The Update Field action will appear alongside all of the other List actions just below the map, as well as in Shape menus.


When clicked, the user will confirm the object to update (we'll default it based upon the data selected), select a field and provide a value to update to. Clicking the Update Field Values button will run the update process.


Only fields the end user has read-write permissions to will be available for update selection. When Geopointe is performing its updates, it will allow for partial success and provide results as to the overall success of the process. Thus, it is possible to successfully update a portion of the data. Geopointe runs the update in batches, meaning an end user has the ability to mass update 1000s of records at once.

This feature requires your admin to enable in the Actions section of Geopointe Setup. Because it's part of our Actions Framework, the action can be permissioned to all users or just specific users.

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Global Postal Codes

We have upgraded the Geopointe Shape Library to include postal codes for the US (from the United States Postal Service), Europe and Brazil.


For the US, we will be replacing the Zip Code Tabulation Areas (ZCTA) we maintained in the past with the USPS Zip Codes. In practical terms, the data is very similar. However, the details matter. Every customer we've ever spoken with is interested in the USPS zip codes and the differences between ZCTAs and postal codes, while rare, do matter. 

Internationally, we have licensed postal codes for every European country as well as Brazil. We will have postal codes for the following European countries:

  • Andorra
  • Austria
  • Belgium
  • Croatia
  • Cyprus
  • Czech Republic
  • Denmark
  • Estonia
  • Finland
  • France
  • Germany
  • Greece
  • Hungary
  • Italy
  • Latvia
  • Liechtenstein
  • Lithuania
  • Malta
  • Monaco
  • Netherlands
  • Norway
  • Poland
  • Portugal
  • Russian Federation
  • San Marino
  • Slovakia
  • Slovenia
  • Spain
  • Switzerland
  • Turkey
  • United Kingdom
  • Vatican City

Are you interested in postal codes from other countries? Our plan is to license more data, but please let us know what's important to you on our ideas site!

NOTE: The new postal code shapes will not be made available until the Production release.

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Geopointe Shape Library Search

We have greatly improved the usability of the Geopointe Shape Library by including a search box along the top. It's amazing what a simple search box can do. 

Start by searching for exact what you are looking for (maybe a specific postal code) or search for a parent shape. In the example below, we are trying to find all of the zip codes in Oregon. Typing Oregon in the search box found the State.


We can then expand the State and obtain all of the zip codes. 

^ Return to Feature Summary ^
 

Auto Load Data Sets and Shapes

Geopointe now allows end users to specify the data and shapes that should automatically load on the map by clicking the star icon next to the data set or shape.

Many users want to see the same data and shapes every time they load the map. For example, suppose you support reseller partners in the Midwest. You might want to auto load all reseller partners along with the Midwest shape upon loading the map page. Now you can.

Since every user's needs are different, this setting is made in the preferences of the individual users.

This feature applies to Data Sets.


and also to Shapes.


Open the Map tab and this data will automatically load for you. 

^ Return to Feature Summary ^

Styled Maps

Several of our customers have expressed interest in changing how their base Google Map looks. Reasons vary. In some cases, they want a more simple map that gets out of the way of the data. In others they wish to highlight certain map features.

Geopointe now lets you style your Google Maps. In Geopointe Setup, you can create a Map Style by giving it a name and pasting in the style JSON. This new style will then appear on the map.

To get started using this feature, we recommend your admin visit the Snazzy Maps website. This site has many pre-built styles and even lets you modify them. Simply copy the "JavaScript Style Array" from a style and use that in the Map Style for Geopointe.

We anticipate customers will really like having a greyscale style, which helps focus on the data layers.


Map styles can be used to draw attention to map features. In the feature below, the focus is on green areas (parks, open space, etc) and water. 


Admins can simply go to the Map Styles tab within Geopointe Setup, create a new map style and paste in the JSON they created and/or obtained from sites like Snazzy Maps. Permission can be granted using the User Access link on the Map Styles record.

^ Return to Feature Summary ^

Data Set Enhancements

We made a few modifications to Data Sets that users should find useful.

Limit Option

A limit can now be added to the Data Set configuration allowing you to return just a subset of data. This feature is best used alongside the Order By feature of a data set to result in Top 10 types of lists.

Below is an example of a data set looking at banks and wanting to return the Top 25 Banks based upon Assets managed.


Using the Limit option in conjunction with Order By and Marker coloring, we can get a nice result of the top 25 US banks grouped by Asset size. 

Field Picker Search

We made some improvements to the Field Picker by adding a search option and cleaning up the UI a bit. No more scrolling down the field list to find what you are looking for. You can now simply search.

^ Return to Feature Summary ^

Create Record Enhancements

When we launched Create Record functionality in last August, we provided you the ability to use the map data from Google as a starting point to creating new records like Leads, Accounts, Contacts.

With this release, you can now create new Salesforce records from a route stop or from another Salesforce record. This functionality is perfect for road warriors that need to create service requests, new Contacts records, Opportunities or need to kick off a custom business process after visiting with a customer or prospect on the road.


This feature also works great in Salesforce1. 

^ Return to Feature Summary ^

Check In/Out Enhancements

Standard Actions

We are now including the Check In and Check Out actions standard in every Geopointe install and they will be enabled by default in Salesforce1.

Custom Check In/Out Fields

Custom fields can now be added to the Check In/Out process. These fields are driven by a Task object Field Set your admin will specify on the Geopointe Setup page. Once set, when performing a check in or check out, those additional fields will be presented to the end user. 

Default Task Record Type

Organizations using record types on their Tasks can now specify the record type that a check in and check out record should utilize when they are created. This will be specified by your admin on the Geopointe Setup page.

^ Return to Feature Summary ^

Routing Enhancements

A number of features were added to make the user experience with routes much easier. 

Route Summary Info on Route Record

When a route is saved to the system, Geopointe will now document the following values in fields on the Route record in Salesforce. This makes this information available in reports, triggers, etc.

  • Number of Route Stops (including the start and end points)
  • Total Distance in Miles
  • Total Distance in Kilometers
  • Total Time in Minutes

Route Summary Info on Route Panel

We added a quick summary of the route information into the Route panel.

Route in Layer Manager

Your Geopointe Route is now included as a Layer in the Layer Manager alongside your data set, shapes and KML layers.

Easily Set Start/End Points in Route

We added a new menu for each stop on a Route to provide options for that stop. In this release, we are including options to easily move a stop to the start or end of the route. 

^ Return to Feature Summary ^

Folder Enhancements

We rolled out folders for Data Shapes and Shapes over the last couple releases. To make the management of these folders easier, we added some usability features for you. 

Folder Actions Menu

Take action against all of the items contained in a folder. For Data Sets, the following options are available:

  • Sharing Details (admin only) - replaces the people icon from previous releases. Brings you to the page to administer access rights for that folder's contents.
  • Add Data Sets to Map - Allows any user to map all of the data in this folder. When selected, the system will use the currently selected search type (nearby, shape, map view, everywhere) as the basis by which the searches take place.
  • Rename Folder (admin only) - You can now rename your folders easily!
  • Copy Data Sets to New Folder (admin only) - Allows the admin to create a new folder and, at the same time, copy the contents of an existing folder to it. This works great for organizations that setup data sets for each user and use a master copy as the template set of data sets. 
  • Delete Folder (admin only) - Deletes the folder and all of its contents.



^ Return to Feature Summary ^

Shape Enhancements

Export Actions

The Export CSV and Export KML actions, if they are made available to end users, are now included in the Shape actions menus. This allows a user to export a subset of data.

Menu for Overlapping Shapes

In the past, when shapes overlapped each other a user could only find the Info Window for one of those shapes. No longer. Now, when you click on an area where several shapes are layered, a menu will come up allowing you to choose the shape info window you meant to open.

^ Return to Feature Summary ^
 

Geopointe Platform Feature Details

On Record Geocode Storage

We are now giving admins the option of how they'd like to store their geocode data: on-record or off-record. Geopointe has always had off-record geocode storage. A single lookup field was put onto the master object (the object you are mapping) and all of the geocode details were kept on a Geocode record. This is great in helping to isolate the geocode data and keeping the master object clean, but does have a storage impact of a new record being created for each record geocoded.

With this new release, we now allow for on-record geocoding. The primary benefit of this is that is has no storage impact on your Salesforce system. The downside is that it requires a number of fields to be created on your master object.

^ Return to Feature Summary ^

Multiple Map Objects per Salesforce Object

Geopointe now supports multiple Map Objects per Salesforce objects. This means that customers keeping multiple addresses on the same record can map each of them. One great example of this need has been from a customer managing opportunities to haul goods from one location to the another. Their Opportunities had a starting point and a destination point, but prior to this release, they were only able to map one of those locations. Another, more common, example is the ability to map both the billing and shipping address on Accounts.

With the new release, the Salesforce Object is merely an attribute of the Map Object. Each Map Object will now have a friendly name set by your Admin (e.g. Billing Accounts) and an system name used in our Apex API and other places (e.g. account, account1, account2).

^ Return to Feature Summary ^

Distance Service in Apex

Customers have long been asking us to provide drive or walking distance calculations. These are not easy because the answer is not mathematical and varies by location, time of day, traffic, etc. To support customers needing this information, we have added a DistanceService class within our Apex API. 



This is an advanced feature for developers, but does allow obtaining a sophisticated answer to distance questions. The service supports obtaining multi-point distances in 1 call. Please note that this feature does require an HTTP Callout to an external Geopointe manages, so act accordingly in terms of where you put this logic relative to DML statements.

We will be providing more detailed documentation on the Distance Service on our Help site as the release approaches.

^ Return to Feature Summary ^

Cirrus Insight Inbox App

Geopointe can now be accessed from your email inbox using the Cirrus Insight application. This feature allows you to quickly map the record you are interacting with in your email, without ever having to leave your inbox. From this map you can perform nearby searches to locate nearby records using the Data Sets you have configured in Geopointe. 



The feature requires users to have a license for both Geopointe and Cirrus Insight. If you are a Cirrus admin and would like to enable the integration, visit the Geopointe page in your Cirrus Insight Dashboard.

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