Geopointe

Standard Geopointe Actions

Geopointe includes standard point and list actions that can be activated to streamline and integrate processes within Salesforce. You can review and activate these actions from the Actions tab of Geopointe Setup. In this document, you'll learn what these prebuilt actions do and the options for configuring them. For a general overview of the Geopointe actions framework, and how to configure custom actions, check out the Actions document. 

Standard Point Actions

Point actions are executed directly from one of four different point types on the Map: a record, a Places search result, a Route Stop, or any location on the map (identified with a right click on desktop or a long press on mobile). Once they have been activated in Geopointe Setup, actions can be accessed from a link or button in the information window for that point. 



Learn more about each standard point action:

View Record
- (Salesforce mobile app only) Launches the detail page for a record point. (In the desktop interface, users can simply click the record name to launch its detail page.) 

Navigate - (Salesforce mobile app only) Launches mobile navigation app with directions to that location. Can be applied to any point type. 

Add to Route - Adds location to a new or current route list. Can be applied to any point type.

View Related Records (desktop interface only) - Displays a pop-up window with a summary of Salesforce records related to that record (e.g. Files, Cases, Contacts.)

Save to My Locations (desktop interface only) - Allows user to save any point type as a Geopointe Location. They can then recall these locations later and easily add them to a route at any time. For example, users can add a home address, office location, airport, etc. Learn more

Chatter Feed (desktop interface only) - Launches a window so user can post to the Chatter feed and take Chatter feed actions. Can only be applied to record points. 

Check In - Creates a Check-In record for location. Can be applied to any point type. Learn more

Check Out - Creates a Check-Out record for location. Can be applied to any point type. Learn more

Import People - Imports Zoominfo data as Salesforce records, allowing marketing and sales teams to generate high-quality lead and prospect data from the map. Admins must configure field mapping in the Geopointe Data Layer sub-tab in order for this feature to work. (Note: Importing Zoominfo data requires the purchase of credits.) Learn more

Change Owner - Changes the ownership of a record to a selected user. Applies only to record points. 

Add Shape - Launches the shape-building tool to associate a shape with that record. This is an efficient workflow feature if you need to create multiple record-specific shapes such as delivery areas, franchise regions, property boundaries, etc. Applies only to record points. Learn more

Log a Call - Initiates a Log a Call action associated with that location. Can be applied to any point type. 

Trip History - If your organization is using our Live Tracking feature, this action provides a quick view of past trip details. Learn more

Correct Location (desktop interface only) - Moves the map marker to a location set by custom latitude and longitude coordinates, if populated. This provides your users the flexibility to define a more sensible location for routing purposes, such as a parking lot, hotel lobby, etc. Applies only to record points. Learn more

Standard List Actions

List actions allow you to execute actions on selected records from the Mapped Data table, using the Actions drop-down just below the Map. You can select whether you want it to apply to All Tabs, Selected Tab, or Selected Records by using the drop-down next to Apply Action To. 



Learn more about each standard list action:

Add All To Route (desktop interface only) - Adds all selected records to a new or current route list.

Update Field (desktop interface only) - Launches a window so the user can select an object, field, and value to update on all selected records. This is a powerful tool that allows users to designate or add important information to records within a specific geographic area. 

Change Owner - Launches a window that lets user change ownership to a selected user, allowing end users and their managers to assign multiple records based on geographic location.

Add to Campaign - Adds all selected records to an existing campaign, as long as they are contacts or leads or have a relationship to those object types. Learn more

Export CSV - Exports selected records to a CSV file.

Import Businesses -  Imports Zoominfo business data as Salesforce records, allowing marketing and sales teams to generate high-quality lead and prospect data from the map. Admins must configure field mapping in the Geopointe Data Layer sub-tab in order for this feature to work. (Note: Importing Zoominfo data requires the purchase of credits.) Learn more

Export KML - Exports mapped search results data into a KML file format.