Geopointe

Live Vehicle & Asset Tracking Setup

Geopointe's Live Vehicle & Asset Tracking allows you to see your fleet or valuable assets on a map in real time. This document walks through the basic setup instructions. For custom setup and usage, please see the links at the bottom of this page.
 

Prior to Setup

Before you can begin using live tracking, please be mindful of the following:

1. Unlike every other feature of Geopointe, live tracking is not testable before purchase. Live tracking requires an investment on the part of your company in vehicle and asset trackers, and it cannot be activated until those devices are registered and ready for use.

2. The Geopointe team will be responsible for readying your account to use live tracking before any setup can be done. This is not something you can enable without us first doing some preliminary steps for you.

3. If you have legal/privacy questions about this service, we'd direct you to our Terms of Service first. Any further questions can be sent to your Account Executive or logged as a support case.

 

Enable Live Tracking

To enable live tracking, remember that you first must A) have an active subscription to our live tracking service, B) have devices ready to install into vehicles or onto assets, and C) have been informed by the Geopointe team that your org is ready to enable to Pulse. Without those prerequisites, the following steps cannot be comleted.

1. Go to Geopointe Setup. On the Org Settings tab, click Get License Information. After the page reloads, click Enable Pulse in the Map Settings section.



2. The next page grants the Geopointe Connected OAuth access, which allows live tracking information to write into your org. This page offers setup recommendations.

Reference Timezone - Before you can continue, you must select a timezone. This decides when one day ends and another starts. All tracking, regardless of where the vehicles or assets are located, will record events and daily summaries in the chosen timezone.

A Running User - Anyone can be chosen at the running user, but take note: this user will be writing data into your org frequently, and if you use a regular user, it could become confusing. We strongly recommend you use an Integration User, rather than a standard user. Remember, though, that Integration User will also need a Geopointe license.



3. After you have selected your Pulse Reference Timezone, click Agree and Authorize.

4. A box will pop-up and ask you to log in. Log in as the user that live tracking will run under in Salesforce. If you chose to use an integration user, log in as that user here.



5. The next screen asks you to allow Geopointe access to write the live tracking info. Click Allow.



6. A confirmation page will alert you that live tracking is authenticated and setup is complete.



7. Go to the Map page. The first time you load it after completing the authentication, it will alert you that there is a batch job that is not running. This is the Pulse/Live Tracking batch job that compiles your daily summaries. When it pops up, click Schedule Pulse. Warning: This cannot be set in Geopointe Setup, so make sure you do not dismiss this message.


 

Basic Functionality

These steps encompass all that is required to use Geopointe's Live Tracking, out-of-the-box functionality. By completing these steps, your assets and vehicles become available on the Geopointe Map, log daily summaries, and record trip history.

Go to the Map page and check your list of data sets on the Saved Layers tab of the control panel. Among your data sets you should now see Geopointe Devices. Assuming devices are already plugged into vehicles or assigned to assets, a data set search should show their locations.



Click on one of the devices in your search results. Click the Trip History action.



The Trip History view is separated by day. It includes a daily digest as well as each trip segment. Details of the trip—including time, distance, fuel economy, harsh events—are also available.



Clicking through to the device, you can see information about these trips as a related list of daily summaries, compiled and written into your org using the daily batch job (these won't start showing up until the day after activation).



These features are available as soon as you enable Live Tracking, without any other setup required. However, even more features are available to improve your experience. To learn more about those other features, use the following links. If the information you need is not currently hyperlinked, please reach out to support and we'll happily walk you through the steps you need.
 
  • Edit Live Tracking Settings - make adjustments to your setup or deactivate Live Tracking.
  • Set Up a Custom Device Object - for teams that have an existing devices object, or would like to split devices into multiple groupings (e.g. sales rep cars vs. delivery trucks).
  • Device Object Customization and Event Subscriptions - best practices for setting up the devices map object and choosing which device events are of most use to your team.
  • Set Up Auto Check-in and Check-out - setup, usage, and expecting behavior from auto check-ins.