Geopointe

Geopointe June 2017 Release

Last Updated June 19, 2017 6:00pm (us pacific)
(release notes will be regularly updated as the actual release approaches)


Geopointe's June 2017 release is scheduled to be generally available on AppExchange Tuesday, June 20, 2017. This page contains the most important details regarding the release and will be updated as the release progresses.

Release Schedule

The Geopointe release begins with a link that can update Sandbox systems. Within a week of the link being made available, the release will be pushed to all sandboxes. The AppExchange listing will be updated to the new release 7-10 days after the sandbox push, making it generally available for production install. This allows admins the ability to upgrade their systems at a time most convenient for them. The release webinar occurs when the AppExchange is updated as a preview of the release and to allow for questions. Finally, all remaining Geopointe production systems are automatically upgraded on a weekend. The release cycle takes place over the course of about 4 weeks. The schedule for this release is as follows:
 
Name Description Date
Sandbox Link The release will be available as Sandbox install link 06/05/2017
(Monday)
Sandbox All Geopointe installs in Sandboxes will be automatically updated 06/10/2017
(Saturday)
Manual Update The release will be available on AppExchange to allow you to manually update your production system.  06/20/2017
(Tuesday)
Automatic Update All Geopointe installs in production systems will receive the update automatically 07/01/2017
(Saturday)

Release Webinar

The recorded version of the release webinar demonstrating the new features is now available. Click here to see the new features in action.

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
Multiple Field Marker Rules X    
Salesforce Reports as a Data Set Source   X  
Nearby Time Search X    
Polygon Shape Improvements X    
Search Bar Improvements X    
Data Set Territory Filters X *    
Shape Field Improvements X    
Geopointe for Salesforce1
Shape Fields on Mobile X    
Nearby Time Search X    
Scheduled Route Improvements  X    
Geopointe Platform
Create Record on Geopointe Location Object   X  
Map Account Contact Relationship   X  
Mass Edit User Settings X    

* Automatically available to users of Salesforce's Territory Management.

Geopointe in the Browser Feature Details

Multiple Field Marker Rules

A popular customization feature for Geopointe data sets is the ability to color the markers based on a Salesforce field. When choosing the marker options on a data set, Multiple Fields will now be an option. This allows you to choose one field for the coloring and another field for the icons. To try it, edit a data set, go to the Markers tab, and click on the Marker Type drop down. Multiple Fields is now an option.



Utilizing multiple rules allows a user to see at a glance three different pieces of information about a record without having to click on anything: the color gives one value, the icon another, and an assigned label another. The legend will provide the necessary information to your users to understand the marker colors and symbols.



Here are some examples of coloring possibilities to start experimenting with this new feature: accounts colored by revenue, icons by industry; opportunities colored by amount, icons by stage; leads colored by rating, icons by source, cases colored by priority, icons by status.

^ Return to Feature Summary ^ 

*BETA* Salesforce Reports as a Data Set Source

Currently in BETA with this release, we are excited to have a more direct link between Salesforce reports and data sets. The feature will not work with every report type, but should cover most needs for easy transfer from reports into data sets.

To enable the this feature, a Geopointe Admin must go to Geopointe Setup and edit the Org Settings. Check the box for Report Sourced Data Sets (Beta).



Once enabled, upon creation of a new data set, eligible map objects will prompt the creator to use a report as the source. Search for the report by name and then continue saving the data set.



Changes made to the report will be reflected in the data set, and any changes made to the data set will be temporary only; they cannot be saved and they cannot be written back to the report.

For the beta, the only report types that can be brought into Geopointe are: Accounts, Accounts & Contacts, Leads, and Opportunities.

^ Return to Feature Summary ^ 

Nearby Time Search

Our existing nearby search option is great for finding locations within a certain number of miles or kilometers from a given location. However, there are instances when travel time matters more than distance. This new release introduces a new nearby search option: time-based, either driving or walking.

When performing a Nearby search, the metric dropdown now includes miles, kilometers, minutes, and hours. Time-based metrics can also be changed between walking or driving.



When performing a time-based search, a polygon shows the travel radius in that given time. For example, here's where you can drive within ten minutes of downtown New York in normal traffic conditions:



Not only will this search help improve your time management, it will also help to fill in gaps in existing routes, especially schedule-based routes.

^ Return to Feature Summary ^

 

Polygon Shape Improvements

The hand-drawn polygon tool has been a Geopointe staple for years. Now they are easier to draw with the ability to remove a point.



To remove a point from the shape, hover over a vertex point (not a centerline point). It will be solid white and then turn solid gray. Click it and the point will be gone. This should improve the usability and accuracy of hand-drawn polygons.

^ Return to Feature Summary ^

 

Search Bar Improvements

The map search bar is a multi-faceted tool. It can search for addresses, places, Salesforce records, and map search results. Now, it can also search by latitude and longitude.



Type the coordinates into the search box and it will bring you to the map centered on that location.

^ Return to Feature Summary ^

Data Set Territory Filters

For Geopointe customers also using Salesforce's native Territory Management feature, new filtering options are available on account data sets. Under the Show filter drop-down at the top of the filter selection window are now the options for My Territories' Accounts and My Team's Territories' Accounts.

These options are only available when Salesforce's Territory Management is enabled.

^ Return to Feature Summary ^
 

Shape Field Improvements

Shape fields allow you to connect a shape to a record, commonly used for franchising and service zones. Prior to this release, a shape field could be drawn as a polygon, a circle, a line, or from the shape library. The circle was the most restricted, only allowing the record to be its center point. Now, when creating a circle shape field, the center is draggable to your desired location.



^ Return to Feature Summary ^

 

 

 

Geopointe for Salesforce1 Feature Details

Shape Fields on Mobile

Shape fields allow you to connect a shape to a record. Commonly used for franchising and service zones, this feature has previously only been available in the browser. This release brings the ability to view shape fields to Salesforce1.



In order to see the shape fields in the mobile version, the shape field must already be added to the data set. Then, when the search is run, the shapes will appear. These cannot be added or edited while using the Salesforce1 version of Geopointe.

^ Return to Feature Summary ^
 

Nearby Time Search

The new browser feature, allowing nearby searches to be based on travel time as well as distance, will also be made available in Salesforce1. When selecting the search radius, the dropdown will include miles, kilometers, minutes, and hours, just like in the browser.



The search results look very much like they do in the browser, with the time-dependent polygon being visible as well.



^ Return to Feature Summary ^

Scheduled Route Improvements 

Schedule routes were part of our improved routing functionality introduced in our last release. The experience has been improved on Salesforce1 by showing the estimated arrival times, in addition to the appointment times and arrival warnings.

^ Return to Feature Summary ^


 

Geopointe Platform Feature Details

Create Record on Geopointe Location Object

The Geopointe Location object allows you to store important address information that isn't Salesforce data. It is used most frequently by road warriors to store their home, office, hotels, and frequented airports for convenient addition to routes. Now, our Create Record functionality supports the Geopointe Location object, allowing you to create a location in both Salesforce1 and the browser. This replaces and improves upon the old Save to My Locations action.

^ Return to Feature Summary ^

Map Account Contact Relationship

Account Contact Relationships are new Salesforce functionality introduced in the Summer '16 release. This setting allows the connection of contacts to multiple accounts, similar to a junction object. This functionality is now supported for mapping in Geopointe. When unfoldered, these data sets are stored under the Accounts category.

^ Return to Feature Summary ^
 

Mass Edit User Settings

In the March '17 Geopointe release, we introduced User Settings to the admin controls, granting the ability to adjust user defaults or individual settings. Now admins can adjust those settings en masse with the new Edit All Records and Edit Selected Records buttons.



They are accessed in Geopointe Setup on the User Settings tab. Both buttons are found at the top. Edit All Records will affect all current users of Geopointe. Edit Select Records will work for those users selected from the list.



On the next screen, choose a field to update. It will then give you the possible values it can be changed to. Make the selection and save.

^ Return to Feature Summary ^



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