Geopointe March 2017 Release

Last Updated March 21, 2017 11:00am (us pacific)
(release notes will be regularly updated as the actual release approaches)

Geopointe's March 2017 release is scheduled to be generally available on AppExchange Tuesday, March 21, 2017. 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 03/18/2017
Manual Update The release will be available on AppExchange to allow you to manually update your production system.  03/21/2017
Automatic Update All Geopointe installs in production systems will receive the update automatically 03/25/2017

Release Webinar

A recorded version of the release webinar demonstrating the new features in action 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
Global Business & People Data Layer (powered by ZoomInfo) X    
Import Business & People Data to Salesforce     X
Dated Routes X    
Improved Route List X    
Distance vs. Scheduled (time-based) Route Types X    
View Other Users' Routes      
User Settings for Routes X    
Search from the Map Surface X    
Build Shapes from Text (USPS Zip Codes) X    
Adaptive Info Window Positioning X    
Type Filter in Map Items List X    
Additional Fields in Nearby Lightning Component   X  
Better Display Current Location on Map X    
Data Set Refresh Interval X    
Rename Geo-Library to "Geopointe Shape Library" X    
Smoother Page Load X    
Geopointe for Salesforce1
Phone Number fields launch Phone/SMS Apps on Device X    
Field Label Improvements  X    
Overlapping Marker Support  X    
Mobile-Specific Distance Units Setting X    
Restore Map on Load Setting X    
Quick Check In/Out Setting X    
Geopointe Platform
Map Tasks and Events   X  
Check-Ins tied to Route Stops X    
Capture Custom Fields on Check-In Object   X  
Hide "Share on Feed" on Check-Ins/Outs   X  
Real-Time Geocoding   X  
Salesforce Shield Support X    
Updated Country Boundaries X    
Italian Shapes (Regions, Provinces, Municipalities) X    
Russian Language Support X    
Expanded Create Record Object Support   X  
Center Apex API Radial Search on Specific Coordinates X    
geocodeRecords() Apex API method X    
Smarter prompting for recommended Scheduled Jobs X    
Manage User Settings in Geopointe Setup X    

Geopointe in the Browser Feature Details

Global Business & People Data Layer (powered by ZoomInfo)

ZoomInfo LogoGeopointe customers can now access over 8 million global businesses and more than 100 million people connected to those businesses in Geopointe's new Global Business & People Layer. We partnered with ZoomInfo to bring Geopointe customers very high quality business and people data to meet a wide variety of needs our customers express. We evaluated many data sources and found ZoomInfo to be of the highest quality.  

The Global Business & People Layer provides customers a rich data source to find new prospects right from the map, whether it be a few at a time to fill in a day's plan or 1000s at a time for marketing's needs. Accessing the data is simple. Simply create a Geopointe Data layer.

The Geopointe Data option houses all of the data we host for our customers (more to come too!). Choose to create a Global Business & People Layer.

We start you off with a default set of filters to get started, but you are welcome to change the filter parameters as you see fit.

The mappable layer is the Business layer. From these results, you will be able to access the People within those businesses. The Business layer includes the following fields...

  • Name
  • Website Domain
  • Phone
  • Fax
  • Street
  • City
  • State/Province
  • Postal Code
  • Country
  • Primary Industry
  • Secondary Industry
  • Revenue
  • Employees
  • SIC Code 1
  • SIC Code 2
  • NAICS 1
  • NAICS 2
  • Global Business ID
Results appear just like Data Set results. An item is placed in Layer Manager allowing access to the Legend, toggling of Labels, showing/hiding the layer, etc. 

This data is available to all Geopointe users. The data will look a little different, however, depending upon whether or not your organization has import credits available. With no credits available, the business name and address are not shown. Communication information (phone, domain) have their presence identified, but the data is not displayed in the UI. That information is available upon import.

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Import Business & People Data to Salesforce

Once credits are purchased from us, users are able to import Global Businesses and People into Salesforce. 

Importing Businesses
Business layers are set up like Salesforce Data Sets. Their results are displayed on the map. In the example below, I searched for businesses with more than 1000 employees in the Banking industry that exist within a few Chicago zip codes defined by a Geopointe Shape Layer. 

I am able to use the Import Businesses list action from the shape menu to import these businesses to Salesforce. The Info Window for a specific record also has an Import Business action within it that allows for the import of individual records. 

After importing, a results page will be displayed with links to the records created. 

Importing People
The People import feature focuses on one business at a time. The Import People action within a map marker will launch the import page.

The import panel allows for granular filtering of People to help you find just the right information.

After pressing the Import Selected button, the user is brought to a page asking how to link those Contacts, in this example, to an Account in Salesforce. In this example, the account I already imported is selected, but I am given options for others as well as the ability to import the records without a parent. 

The People layer includes the following fields...
  • Company Name
  • First Name
  • Last Name
  • Middle Name
  • Salutation
  • Suffix
  • Job Title
  • Job Function
  • Management Level
  • Company Division Name
  • Phone
  • Email
  • Street (unique to the Person and may be different than the Business location)
  • City (unique to the Person and may be different than the Business location)
  • State/Province (unique to the Person and may be different than the Business location)
  • Postal Code (unique to the Person and may be different than the Business location)
  • Country (unique to the Person and may be different than the Business location)
  • Highest Job
  • Global Contact ID
Geopointe Data Layer Setup
Data Layer mappings are configured within Geopointe Setup. Your admin can create multiple mappings per Geopointe Data Type. For example, you can create field mappings from Global Contacts to both Leads and Contacts in Salesforce. 

You can map any/all Geopointe Fields to Salesforce Fields for import. You can also specify Default Values for fields (e.g. set a common Lead Source for all records imported).

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Dated Routes

While not required, we are encouraging users to set dates to their routes. Dates can be set when a route is saved. Having a date on a route allows for the natural archiving of past routes since the Upcoming route view is the default.  This keeps things nice and clean and allows users to focus on just what matters. If you decide to not have a date on a route, it will still show up in your Upcoming view, but won't be removed from that view until you set a date on it or delete it.

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Improved Route List

The Route panel has changed to display the Route List by default. Each item will display the Route Name, the start & end location names, the number of stops the route has and, along the side, the date to which the route is assigned. We are encouraging users to start assigning dates to their routes. While not required, it will make working with routes much easier as the Views on the Route Panel will work to naturally archive routes in the past. Clicking through on a Route Name will open that route. 

The Routes Panel also has a set of views to help make finding the routes that matter much easier. The default view is "Upcoming", which will show all future dated routes + routes with no dates associated to them. Most existing routes prior to this release are undated and will appear within the Upcoming view. 

The "By Month" View is a list of routes from a particular month. This is the best way to find a past dated route. 

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Distance vs. Scheduled Route Types

We have made major improvements to our routing functionality to better support Scheduled (time-based) Routes and the optimization of routes that have a time factor. Routes now have 2 optimization types: Distance and Scheduled. A user preference can set your default type. Distance is the system-wide default.

Distance-Based routing is how Geopointe has always worked. Without optimization turned on, the route will display in the order the user sequences the list. With optimization turned on, the route stops will be re-sequenced based upon the most optimal travel time to hit all the stops.

Scheduled routing considers the duration set on a route stop or, better yet, specific start/end times for a route stop. Optimizing a schedule route will sequence all route stops that have start times in the order specified. For any stops with only a duration (e.g. 1 hr) set, but no specific time set, Geopointe will runs its algorithms to determine the best place in the day to fit that stop into the route. This will be based upon a combination of distance-based routing, travel time analysis and considerations made for the duration of that stop. The result is a super-optimized route right down to the minute with large gaps in time called out so the user is able to add in some more stops that day. 

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View Other Users' Routes

The Route list contains a lookup field allowing users to look at the routes of other users. This feature has been a popular request from managers wishing to coach their team on their routes. Now you do not need to ask a user to share a route with you. Alternatively, you can simply open that user's route list. 

ADMIN NOTE: The Geopointe Route object visibility is Public by default. This allows any user to see any other user's route list. Should you wish to make access Private or by Role Hierarchy, simple modify the Organization-Wide Sharing Default for Geopointe Routes to "Private". Check the "Grant Access Using Hierarchies" flag to utilize the Role Hierarchy. 

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User Settings for Routes

A few new user settings were added to support new routing features.

  • Start Location - Allows a user to set their Current Location to always be added as the first route in a stop. Even if this is set, the user will be able to delete the Current Location from individual routes. This setting works best for users that tend to build routes in real-time and launch on the route from where they are. 
  • Route Optimization Type - Users can specify their default route type between Distance or Scheduled routes. This simply sets the default on a new route. The type can be changed on the route panel. 
  • Route Window - The default time window that a route should have when in Scheduled mode. This window is utilized to set boundaries around the entire time-base route optimization.
  • Route Stop Duration - To support our new Scheduled Routes feature, a user can specify the default duration a new stop added to the route should take up. 

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Search from the Map Surface

We moved the search bar from the map control panel onto the surface of the map itself, making it much more accessible. The functionality of the search bar has not changed.

The search bar allows for...
  • Moving the map to a specific location. Auto-complete will help you come up with the right address or place. 
  • Finding a specific pin amongst your mapped data.
  • Performing a Google Places search. When you do this, your results will be listed in the Search tab within the Map Control Panel.
  • Performing a Salesforce search! This feature will be released in an patch update post-release. It will probably roll out a week or two after the release dates above. This will enhance the Google Places search experience by adding the option to search Salesforce as well. 

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Build Shapes from Text (USPS Zip Codes)

In our last release we introduced the lasso tool making it much easier to define shapes in Geopointe instead of using the hierarchy. We continue to work to support the many ways our customers need to create shapes and we now support text import of US zip codes to auto-create a shape. We plan to support other shape types as well in the future.

We see spreadsheets like this all the time with customers asking us what to do with it. 

They don't want to use the hierarchy to find each zipcode and they also don't want to hunt the map and select them with the lasso. They'd rather import them.

Clicking Add will locate those items from our library and add them to the map. Any items we cannot find will be left in the text list.

It is nice to couple this feature with the Map Select approach towards building shapes. As you can see below, my spreadsheet was not all that accurate (we see this a lot). I am able to visually see what other zip codes make sense to add to Angela's territory and click-to-add them.

The import process is rather forgiving to various text formats. Whether you are copying from Excel like in the example above or use a delimited list of zip codes, Geopointe will interpret the text as best it can. This feature should really speed up shape creation. 

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Adaptive Info Window Positioning

This change makes a big difference in usability. Prior to this release, the info window for a pin would automatically appear above the pin. If you clicked on a map pin towards the top of the map, this would shift the entire map down so that the contents of the Info Window could be viewed. We updated this annoying behavior to be more adaptive to where the pin is located on the map. Clicking on a pin towards the top of the screen will position the info window below the pin. Clicking on one towards the bottom of the screen will position it above the pin. The same concept applies to pins on the left and right edges of the screen. This simple change allows the map to stay in place as you click on various pins.

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Type Filter in Map Items List

The Map Items list can now be filtered by the type of data layer, making it easier to find what you are looking for.

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Additional Fields in Nearby Lightning Component

Geopointe's Nearby Records Lightning Component now allows you to pull in additional fields configured in the referenced Data Set. Simply specify a numeric value in the Number of Fields to Display setting. The component will pull in that number of additional fields configured in the data set. 

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Better Display Current Location on Map

Simple improvement, but important. We now display your current location more prominently than before.

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Data Set Refresh Interval

A Data Set can now be configured to auto-refresh in a specified time interval. This is great for organizations that keep a map up on a large monitor to track real-time progress and also for many personal use cases that need to see continuously changing data. Simply set the refresh interval on the Other tab within the Data Set configuration and, voila, your results will be continually updated when this data set is placed onto the map.

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Rename Geo-Library to "Geopointe Shape Library"

Previously, we referred to the shapes we host as being in the Geo-Library. We now refer to that as the Geopointe Shape Library. 
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Smoother Page Load

You will notice that the map page now loads much smoother than before. Rather than seeing each part of the page load individually, the page will now allow those items to load in the background and all appear at once. A splash screen of sorts is now loaded atop the map while all the components are loading. 
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Geopointe for Salesforce1 Feature Details

Phone Number fields launch Phone/SMS Apps on Device

When you're on the road, the likelihood is you'll need to make calls during the day from your car. A meeting could cancel or you might be running late after a longer than intended meeting. Now, you can start those calls directly from the Map in Salesforce1. Click on a phone number field and it will prompt you to start the call.

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Field Label Improvements

The same label improvements in our October 2016 release were brought to our Salesforce1 UI.

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Overlapping Marker Support

Frequently, there will be multiple map pins at the same location, especially when doing something like a contacts search. This was resolved in the web version a number of release ago, but now we're bringing it to mobile as well. Now, when clicking on a record location with more than one marker, a dialogue box will pop up and have you choose which record you want to view.

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Mobile-Specific Distance Units Setting

A long-standing feature in the web version of the app, we have now made it possible to adjust the distance units when on the road. The feature is accessed from the Map menu (on the left side of the search bar). Switch the Distance Units between miles and kilometers as needed.

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Restore Map on Load Setting

Mobile applications refresh after a certain amount of time of inactivity. Salesforce1 is no different. If you're on the road and come out after a meeting to find that Salesforce1 refreshed while you were in there, you'll no longer be on the map and your day's route will no longer be up. To take some of the frustration out of that experience, we've included a new feature to automatically reload your last open route when you come to the map. The feature is activated from the Map menu (on the left side of the search bar). Check the box for Restore Map on Load to activate it.

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Quick Check In/Out Setting

Quick Check In and Quick Check Out have been available in the user settings on the map for some time. When enabled, you are not given the chance to enter notes on the check-in; it just records your location and saves. There may be times, however, where you need to turn this off on the fly. Now this setting is available in SF1. The feature is accessed from the Map menu (on the left side of the search bar). Check the boxes for Quick Check In and Quick Check Out on/off as needed.

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Geopointe Platform Feature Details

Map Tasks and Events

We are excited to finally allow our customers to map Tasks and Events. Prior to this release, tasks and events were available to be filtered by as a cross-object filter, but now the objects themselves can be searched on the map. Tasks and Events are available as referenced map objects, and they can only look up to the Account. This feature will support Tasks and Events associated with any standard object that has a rollup to Accounts such as Accounts, Contacts, Opportunities, Cases, Assets, Contracts, Quotes, Orders and Work Orders. While we know many customers use these objects against other objects, the most common and needed use case is for Accounts, and that relationship makes this feature possible.
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Check In/Out Tied to Route Stops

We have improved the relationship between route stops and check-ins. Now, when you check-in to a route stop, Geopointe will track the relationship between the two and, in the UI, indicate that you have checked-in to a Route Stop.  
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Capture Custom Fields on Check-In Object

Geopointe Setup now allows admins to specify a Field Set from the Check-In Object to include on a Check-In and/or Check-Out.  Prior to this release, only a Field Set for Tasks was supported. The Task field set is still supported, but the Check-In field set provides admins another option to capture custom data. The choice to use one vs another is really just a matter of how you'd like to report on the results. Geopointe provides you the options to get creative. 

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Hide "Share on Feed" on Check-Ins/Outs

Geopointe Setup now allows admins to specify how they'd like to use Chatter posts with their Check-Ins and Check-Outs. The available values are:
  • Visible -  Displays the "Share on Feed" option on the Check-In page for the user to control. Whether it defaults to on/off is based upon the user's Share on Feed personal setting.
  • Hidden (Post to Feed) - The Share on Feed option is not available in the UI and the Check-In will post to the Chatter feed.
  • Hidden (Do not Post) - The Share on Feed option is not available in the UI and the Check-In will not post to the Chatter feed.
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Real-Time Geocoding

Real-time Geocoding is now supported on many standard objects. To enable, edit the Map Object and check the Real Time Geocoding checkbox. 

Admin Note: This feature is delivered using triggers packaged on the standard objects. When enabled, Geopointe will perform geocoding upon insert or update of a record. The geocoding will take place within an @future asynchronous call. 
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Salesforce Shield Support

Salesforce Shield protects your enterprise with point-and-click tools that enhance trust, transparency, compliance, and governance across all of your business-critical apps. Geopointe now supports Salesforce Shield with no additional work on your admin's part. It "just works".
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Updated Country Boundaries

Our country shapes needed an overhaul to improve coverage, provide better boundary detail and clean up shorelines. The new, improved country boundaries will make your territory building, shape searches and assignment plans much more precise. Records that used to fall outside of our old shapes due to shoreline borders especially, will no longer be an issue. Additionally, the new country boundaries require less bandwidth to download, so performance should be improved as well.
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Italian Shapes (Regions, Provinces, Municipalities)

We added many levels of shapes to Italy, to allow for more granular shape building. Our new options include the Regions, Provinces, and Municipalities.

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Russian Language Support

Our language library is ever-expanding, and we're excited to support Geopointe in Russian. If your personal language is set to Russian in Salesforce, the Map page will be translated for you.

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Expanded Create Record Object Support

We have expanded the list of available Standard Objects in our Create Record actions. Admins can now setup the Create Record action to support any writable standard object in your system. Of course, custom objects are also fully supported.
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Center Apex API Radial Search on Specific Coordinates

Our Apex API's radial search radialSearchDataSet and radialSearchMapObject methods now support a latitude/longitude pair as inputs for the center of the search area. This allows for much easier supporting of use cases based on Current Location or other coordinates that may exist in your organization.
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geocodeRecords() Apex API method

A new set of geocodeRecords() API methods were added to our Apex class. These methods support the synchronous and asynchronous geocoding of multiple Salesforce records.  These methods also support multiple map objects.
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Smarter prompting for recommended Scheduled Jobs

Geopointe Admins get prompted on the map page when important background jobs are not scheduled. We made this prompt a bit more intelligent so admins are only prompted for the right jobs at the right times.
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Manage User Settings in Geopointe Setup

Geopointe provides a number of user-specific preferences that are configured by a user in the settings panel from the map. Several customers have expressed the need to pre-default settings for their users or the ability to edit a single user's settings. Now you can. Geopointe Setup now has a tab called "User Settings" where these can be viewed & managed.

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