Geopointe

Geopointe October 2016 Release

Last Updated October 13, 2016 11:30am (us pacific)
(release notes will be regularly updated as the actual release approaches)


Geopointe's October 2016 release is scheduled to be generally available on AppExchange Tuesday, October 25, 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 generally available. This allows admins the ability to upgrade their systems during their own work hours. A release webinar occurs at the same time to provide a preview of the release and allow for questions. Finally, all remaining Geopointe production systems are automatically upgraded on a weekend. The schedule for this release is as follows...
 
Name Description Date
Sandbox All Geopointe installs in Sandboxes will be automatically updated 10/22/2016
(Saturday)
Manual Update The release will be available on AppExchange to allow you to manually update your production system 10/25/2016
(Tuesday)
Automatic Update All Geopointe installs in production systems will receive the update automatically 10/29/2016
(Saturday)

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 admin setup Contact Us to enable this feature
Geopointe in the Browser
Visual Shape Editor (w/ lasso tool) X    
Thematic Layers   X  
Global Business & Contact Data Layer (powered by ZoomInfo)     X
Sales & Service Console Support X    
"More/Less Than" # of records in Cross-Object Filters X    
Limitless Mass Update X    
Limitless Change Owner X    
Label Toggle in Layer Manager X    
Legend within Layer Manager X    
Shape Icon's Color Matches Layer Color on Map X    
Route Stop Fields X    
Support for Lines in Shape Fields X    
Label & Merge Support for Shape Fields X    
Export Route List to CSV X    
Include Lat/Lng Coordinates in CSV Export X    
Geopointe for Salesforce1
Navigation App Preference
(Apple, Google, Waze)
X    
Rideshare App Preference
(Uber, Lyft)
X    
"Nearest Records" Lightning Component Supports Current Location X    
Support for "AutoRunRadialSearch" URL parameter X    
Geopointe Platform
Field Label Improvements X    
Simple Setup for New Installs X    
Support for multiple Data Sets in the "ds" URL parameter X    
DistanceService API Daily Limits X    
Prefix all packaged objects with "Geopointe" in the label X    

Geopointe in the Browser Feature Details

Visual Shape Editor (with lasso tool)

Geopointe now allows for the visual editing on shape layers. Prior to this release, editing was done in a popup with navigation through a tree structure of our geo-library shapes. The visual editor still allows for this navigation of the shape list, but the default functionality is to choose your shapes right on the map itself.

We've eliminated the popup window and the Lasso Tool makes it super easy to add/remove the shapes from your layer. When editing, the user is now able to set a Shape Type to overlay the available shapes of that type onto the map. 

Voila!

The map control panel houses the configuration information for the layer. When in edit mode, all tabs except the Layer Manager are hidden and a new tab for editing is presented. The picture below explains the various aspects of how to work with the new editing controls. 

Customers have been asking for this feature for a long time. Many of them were Microsoft MapPoint users who were disappointed with Microsoft's ending of support for MapPoint. This feature is for you!

^ Return to Feature Summary ^

Thematic Layers

"A picture is worth a thousand words." That pretty much describes the value of Thematic Layers in Geopointe.  

A Thematic Layer allows you to rollup a metric (e.g. record count, $ amounts, % values, anything numeric) for a given Data Set (e.g. all won opportunities closed this quarter) grouped by geographic boundaries. Thematic Layers are similar to what wave recently started to allow for, but in Geopointe it's much more flexible, doesn't require a developer, is only a few clicks away and is part of the core license.

Each organization can create up to 20 thematic layers to utilize in Geopointe. Each layer is tied to a single Data Set and is measuring a single metric (record count, for example). The layer will offer calculations of Sum, Average, Minimum and Maximum for each metric and those measurements can be changed at runtime. A set of geometries can be applied to the layer (e.g. US States + Canadian Provinces + Mexican States).  

Thematic Layers can be created by anyone with read-write access to a Geopointe folder. This includes all Geopointe Admins and anyone they have delegated folder authority to. We do not allow thematic layers to be added to a user's personal folder at this time.

It is important to understand that Thematic Layers do require some of your Salesforce data be sent to Geopointe servers for processing. We minimize the data being sent to us, but some data is sent. Each Thematic Layer will communicate your Org ID, Record IDs of the data being summarized, the Metric value and Latitude & Longitude coordinates for the record. Depending upon that object's sharing settings in your Salesforce system, additional org-level information will be communicated along with the core data to allow Salesforce's sharing model to be applied to your queries. This includes the IDs of roles, public groups, users, etc. No personally identifiable information (PII) is sent to our servers in this process. You can learn more about our Data Security Policies and how we handle your data on our help site.

Lastly, this feature requires a Geopointe Admin enable it on the Geopointe Setup page for it to operate in your system. Think of this control as your organization "opting in" to allowing Geopointe to process the data the way it needs to. Once enabled, any user with read-write access to a shared Geopointe folder will be able to create a Thematic Layer. Thematic Layers cannot be saved into a user's personal folder. 

Thematic Layers solve similar needs to Heat Maps, which Geopointe has supported for a long time. The difference is that the metric is clearly delineated by geographic boundaries. Heat Maps show hot spots where the metric is concentrated, the lines are blurred on where the hot spot starts and stops. Thematic Maps allow you to see similar concentrations, but modify your point of view based on boundaries. As you can see below, the Heat Map pulls out the extremes, but the Thematic Layer is more informative. 

Heat Map

vs.
Thematic Layer

Both are valuable, but each serves a distinct purpose.

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Global Business & Contact Data Layer

We are pleased to announce a partnership with ZoomInfo that will bring Geopointe customers the ability to access over 10 million global businesses and their over 160 million global contacts, right from the Geopointe user interface. ZoomInfo is a the leader for this information, offers superb quality and ahead of their competition, especially when it comes down to things such as direct dial phone numbers and accurate email addresses. This is why we chose them as our partner. 

This feature will be available later in 2016, but we wanted to put it on our customers' radar and communicate a few important aspects of it.

  • The Global Business & Contact Data Layer will be available as an optional feature license for Geopointe customers. It is not included in the core Geopointe license.
  • Licensing will exist at the organization (not user) level and cost will vary based upon the number of data imports you need. All license levels will allow the complete data layer to be searched and viewed. 
  • While licensed at the org-level, admins will be able to control which users can perform imports of the data to salesforce. This will be accomplished using our Actions framework and the Salesforce sharing model. 
  • Import capabilities will be configurable (e.g. field mappings) by admins. 
  • Trials will be available to new Geopointe installs automatically and, upon request, for existing installations. This trial will provide full access to the data, but some information will be masked and imports will be limited.
  • Queries will be performed against the business data and all its attributes (e.g. Industry, SIC Code, NAICS Code, etc.) will be available for filtering. 
  • Contact searches will be available from a list of business results and can be further refined based upon attributes such as Title, Job Function and Job Level.
  • Imports of both Accounts (businesses) and Contacts (people) will be supported. 
  • Current ZoomInfo subscribers will be able to leverage their existing ZoomInfo subscriptions and import credits. Only a ZoomInfo Connector license will be required from Geopointe to make this possible.
Are you interested in getting an early look at this feature as its being developed? We are interested in working with a limited set of Geopointe customers and partners to provide us feedback.  Please sign up here to get on the list. 

This feature will be generally available in a dedicated release later in Q4 2016. A dedicated set of release notes for this feature will be published at that time.

^ Return to Feature Summary ^

Sales & Service Console Support

Geopointe now fully supports the Sales and Service Consoles of Salesforce. The map page is "console-aware" and will open links properly to keep the user within the context of the console. 

You will still need to create custom buttons on your page layouts if you wish to open Geopointe from a record while inside the console. 

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"More/Less Than" # of records in Cross-Object Filters

Cross-Object Filters always allowed you to filter an object (e.g. Accounts) based upon related data (e.g. with Won Opportunities). This release furthers the filtering capabilities by supporting a "with more than" and "with less than" option for cross-object filters. With this new feature, it allows you to query for things like "Accounts with more than 3 completed transactions in the past 3 months that are over $1000 each". Refining the data you put onto the map is just as important as actually seeing it there. This enhancements lets you further refine you filters. 

In the example below, we are filtering for Accounts that more than 3 Won Opportunities.

^ Return to Feature Summary ^

Limitless Mass Update

The Update Field action that we released in March has had its record limits removed. Prior to this release, this action allowed you to mass update 32,000 records max. This release eliminates that restriction and allow you to update as many records as you can get onto the map and that the Salesforce governor limits allow. When running a mass update, Geopointe will process the data in batches of 200 records and will keep cranking away for as many records as you need updating. 

^ Return to Feature Summary ^

Limitless Change Owner

We have updated the standard Change Owner action supplied with Geopointe to remove the record limits for updating records. The Change Owner action will process the data in batches of 200 records and will keep cranking away for as many records as you need updating. 

^ Return to Feature Summary ^

Label Toggle in Layer Manager

We introduced labels at the shape and marker level in our last release. With this release, we made it easy to toggle labels on and off while working with the map. Simply click the label icon in the layer manager to show/hide labels on the map. In the event you forgot to set a field to act as the labels on a marker layer, toggling on the labels will display the record name.

^ Return to Feature Summary ^

Legend within Layer Manager

The Legend for a Data Set has always been available in the Legend tab of the Map Control Panel. With this release, we also make the legend available within the Layer Manager. You can access the legend in either location. 

Legend then expands just below the layer it corresponds with. The Interactive Legend feature works in both places as well.

^ Return to Feature Summary ^

Shape Icon's Color Matches Layer Color on Map

A simple change, but one that makes a big usability difference. When viewing the Layer Manager, the color of the layer's icon now corresponds with the color of the shape layer on the map. This makes it easy to understand how layers line up with the Layer Manager, especially when Labels are turned off.

^ Return to Feature Summary ^

Route Stop Fields

Now, when you add a record to a route, the additional fields from the data set travel with that item into the route list. These fields are saved in the route detail so that when you pull up the route again (in Web or Salesforce1), the values will display. 

Please note that this feature is only available today in Chrome, Firefox and Edge browsers. We are using the download attribute in HTML5 for this feature and it's not supported in all browsers. Browser compatibility for this feature can be found here. It will be coming to Safari soon enough. 

^ Return to Feature Summary ^

Support for Lines in Shape Fields

Our Shape Field feature now supports lines. Shape Fields allow you to define a shape (polygon, line, geo-library, radius) against a record. This allows use cases such as defining a property line for a property record, an area of protection for a franchise, a service area for a service partner. Now, this release supports the use of lines. For example, suppose you were documenting fiber lines or sections of electrical lines. Now you can. Not only would you document a record in Salesforce to represent this, but you can associated a visual depiction with Geopointe through the use of Shape Fields.

^ Return to Feature Summary ^

Label & Merge Support for Shape Fields

Our Shape Field feature now supports displaying labels on geo-shape shape fields and the merging of geo-shape fields. Shape Fields allow you to define a shape (polygon, line, geo-library, radius) against a record. This allows use cases such as defining a property line for a property record, an area of protection for a franchise, a service area for a service partner.

^ Return to Feature Summary ^

Export Route List to CSV

Your Geopointe Route list is now exportable to a CSV file. A new icon is available in your Route list that allows for a one-click download of the list of route stops to a CSV file. 

^ Return to Feature Summary ^

Include Lat/Lng Coordinates in CSV Export

When you use the Export CSV action on the map, the latitude and longitude values Geopointe is using will be exported along with the name, address and your specified Data Set fields.

^ Return to Feature Summary ^

Geopointe for Salesforce1 Feature Details

Navigation App Preference (Apple, Google, Waze)

Users may now choose their preferred navigation app in their user settings in Salesforce1. This is the app that will launch on your device when selecting the Directions action from a route stop. The available choices are Apple Maps (iOS only), Google Maps and Waze. If you also choose a preferred ridesharing app, you will be presented with the option to launch either your navigation app or your rideshare app each time you choose Directions. If you want the navigation app to launch automatically each time, do not set a rideshare app preference. 

To set your preference, go to the Settings page within Geopointe on Salesforce1.


From there, choose your navigation app.

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Rideshare App Preference (Uber, Lyft)

Users may now choose their preferred rideshare app in their user settings in Salesforce1. The available choices are Uber and Lyft. 

To set your preference, go to the Settings page within Geopointe on Salesforce1.


From there, choose your rideshare app.


When you use the Directions action on a route stop, you will be presented with the option to launch either your navigation app or your rideshare app.

^ Return to Feature Summary ^

"Nearest Records" Lightning Component Supports Current Location

We introduced the "Nearest Records" Lightning Component in our last release. This component allows you to search nearby a record location and present the nearest records from a Geopointe Data Set onto a list. 


With this release, we are adding support for utilizing your Current Location as the search location rather than a record's location. This means that the component is now available to be used in App & Home Pages in addition to Record Pages in Lightning. A really cool use case for this is in Salesforce1. Your admin is able to create a Lightning Page and put it into Salesforce1. In the example below, the admin created an App Page with 1 column and just our Nearby Records component. It was hooked up to a Geopointe Data Set for Accounts and offers the user a quick answer to what's nearby.

When a user visits the page, it will use their Current Location to provide a list of results. Super powerful. What's even cooler is that an admin may decide to create several of these components and Lightning offers them choices whether to create multiple pages or to put multiple components on the same page.

Touching the map pin icon from the list will navigate the user to our Map page and perform the same search right on the map. 

^ Return to Feature Summary ^

Support for "runRadialSearch" URL parameter

If you have implemented our URL Parameters and want to invoke an automatic search in Salesforce1, now you can. The runRadialSearch parameter that has been supported in the web UI is now supported in Salesforce1. This allows use cases such as having an action on a record to automatically perform a nearby search from that record right in Salesforce1 without the user needing to do anything. This kind of thing goes a long way towards user adoption. 

^ Return to Feature Summary ^

Geopointe Platform Feature Details

Field Label Improvements

When selecting fields in a Data Set, these fields are presented with the results. Prior to this release, choose a field on a related object (e.g. Owner's Full Name) would result in a label of "Full Name". This is because we were pulling the label from the object where the field exists. If you had two lookup fields to user (e.g. Owner and Account Executive) and displayed the full name of those two people, both labels would say "Full Name". Confusing!

We have updated our approach to labelling in this release. For fields on related objects, we now include the context. Using the example where we have 2 fields (Owner and Account Executive) that both point to the User object, the image below shows how we used to label the full name field on the related user and how it will be labeled with this release. It's much more intuitive now. 

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Simple Setup for New Installs

New Geopointe installs will be greeted with more proactive help to get them started. Geopointe now offers a simple setup process to allow an admin to quickly setup standard Salesforce objects that most every install uses at least one of. When launching Geopointe, the first time, the admin will be able to quickly setup any combination of Leads, Accounts, Contacts, Opportunities or Cases.


After selecting the objects for setup, the following screen will default with values, but you can change them.
After that, it will help you launch the geocoding operation and, voila, you are all setup!
 
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Support for multiple Data Sets in the "ds" URL parameter

The "ds" URL Parameter allows you to specify which Data Set should be selected upon loading of the map page. This is typically used in conjunction with other URL parameters to allow for things like automatic searches to automate a business process. With this release, the ds parameter will not support receiving multiple data set IDs at the same time. This aligns its usage with the UI updates we made in our last release making it easier to load multiple data sets at once.

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DistanceService API Daily Limits

We launched the Distance Service API in Apex a couple releases ago. This allows programmatic determination of drive/walking distances between points. We have moved to a free daily limit for these calls. Every Geopointe subscription is granted a limited number of free API Service calls. The DistanceService falls within this API Service calls limit and so will future services we release in upcoming releases. The default limit is 1000 location pairs per day, which should satisfy most needs. If you need more, please contact us

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Prefix all packaged objects with "Geopointe" in the label

A small, but nice enhancement. We updated the labels of all objects packaged with Geopointe to include "Geopointe" in the beginning. This makes is much easier to find all of the Geopointe related objects. Please note that the API name of these objects did not change, just the label.

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We hope you enjoy what we have delivered in this release! Remember, we are always looking for new ideas.