Geopointe

Geopointe May 2018 Release

Last Updated May 9, 2018
(release notes will be regularly updated as the actual release approaches)


Geopointe's May 2018 release is coming soon . This page contains the most important details regarding the release and will be updated as the release progresses.

Release Schedule

The Geopointe release begins when the release is pushed to all sandbox systems. The AppExchange listing will be updated to the new release a few days after the sandbox push, making it generally available for production installs. This allows admins the ability to upgrade their production systems at a time most convenient for them. A release webinar will occur once AppExchange is updated as a preview of the release and to allow for live questions. All remaining Geopointe production systems are automatically upgraded several weeks after the Sandbox release. The purpose of the delay is to allow organizations time to test in Sandbox before the release is pushed upon their Production systems. The full release cycle takes place over the course of about 4 weeks. The schedule for this release is as follows:
 
Name Description Date
Sandbox All Geopointe installs in Sandboxes will be automatically updated 5/5/2018
(Saturday)
Manual Update The release will be available on AppExchange to allow you to manually update your production system.  5/10/2018
(Thursday)
Automatic Update All Geopointe installs in production systems will receive the update automatically 5/26/2018
(Saturday)

Release Webinar

A release webinar demonstrating the new features is now available to view on-demand - [Click here to watch the recording].

Feature Summary and User Impact

Feature Automatically visible to all users Not automatically visible, requires admin setup Contact Us to enable this feature
Geopointe App in the Browser
Route Planner     X
Nested Folders X    
Unlimited Thematic Mapping X    
Shapes Merged By Default X    
Geopointe App for Mobile
Nested Folders X    
Geopointe Platform
European Admin Area Shapes X    
Updated ZIP & Postal Code Shapes X    
US Congressional Districts (115th Congress) X    
External Object Support   X  
Imported Shape Validation X    
100k Searches X    

Geopointe App Feature Details

Route Planner

Route Planner will be available in a closed pilot upon the Automatic Update date in the schedule above. This feature will need to be enabled by the Geopointe team. Please contact your Account Executive if you are interested in participating in the pilot. 

Wouldn't it be great if Geopointe could just tell the user where to go and when? How great would it be for a user to click a button and have the next several weeks or months intelligently scheduled for them? Wouldn't that save a ton of time? Well, that's exactly what Geopointe upcoming Route Planner feature does. 


Geopointe's Route Planner is now in pilot, available for you to try. If you are interested in learning more about this feature, please contact your Account Executive. 

The Route Planner provides your Geopointe Admin the ability to create a Route Plan. The Route Plan is created by the Admin and specifies the rules by which the end users can generate their routes. The Route Plan specifies the following and more...

  • Map Object + Filters: This is data to be evaluated. For example, perhaps a plan is being created for retail regional managers to visits their assigned stores. Select a Map Object to identify the source data and add filters.
  • Visit Frequency & Time Period: Examples include 1 visit per week, 3 visits per month, etc.
  • Minimum Gap in Visits: Do not schedule visits to one location too often. Ensure a minimum gap between visits.
  • Destination Days & Hours: Confirm the days and times users are able to make visits.
  • Visit Duration: The length of time a scheduled visit should be.
  • Completing a Visit: How the system should know a visit has been completed? Perhaps your users use Geopointe check-in feature or log activities. The system needs to know this so that it can intelligently assign the next visit to a location.
Geopointe’s Route Planner will automatically output the most optimal routes.

 and, optionally, other data as well. For example, you may wish calendar events to be generated for your users.

A Route Plan is assigned to end-users for them to run the process on their own. You are able to license Route Planner for a subset of Geopointe users. For example, support your entire 200 person organization uses Geopointe, but only 40 people are in the field that need this level of proactive planning. You are able to license this feature for just 40 users. If you are interested in participating in the pilot, please contact your Account Executive.

^ Return to Feature Summary ^ 

Nested Folders

Geopointe now supports nested folder structures for the organization and sharing of Map Items. Nested folders should really improve the usability of Geopointe for end users. We see it as:

  • A simple improvement on the surface, but one that provides a much better user experience
  • Cleans up user interface for end users allowing things to be found more logically
  • Make training easier
  • Eases the security management burden for admins


Creating a new folder is easy. It can be done from the large + icon atop the folder structure or, better yet, from the folder you wish to be the parent folder.

All a sub-folder needs is a name and parent folder. There is also an option for how this folder should be shared. The Use Parent Sharing option allows the folder to be available to any users who also have access to the parent folder. If the goal is just organization, then leaving Use Parent Sharing as True is the easiest option.

If the goal for a new folder includes securing that folder's contents, then unchecking Use Parent Sharing and updating the sharing rules for that folder is the way to go. User's will see a Modify link when not using parent sharing. This link will take you to the Salesforce Sharing screen for that record. It is important to know that, a sub-folder cannot be seen by more people than the parent. You are only able to restrict access further than the parent folder. For example, if a parent folder is shared to the entire Sales department, a sub-folder is able to be shared to the Field Sales team only. However, it could not be shared to the Marketing team since they do not have access to the parent. 

Great news for end-users. Personal folders are supported too! These folders have no sharing associated with them since they are personal in nature, but they really help organization.

Folders are not editable in Mobile, but Geopointe's mobile solution does support the folder structure. Due to mobile devices have smaller screen sizes, the navigation paradigm on mobile uses a breadcrumb technique.

With all these folders, now it can be difficult to find what you need, right? Not so fast. The search function make this a snap. Available in both the browser...

and mobile...

^ Return to Feature Summary ^ 

Unlimited Thematic Mapping

We made vast improvements to our very popular Thematic Maps feature so that layers are faster to build, support much higher data volumes and past limitations are removed . Prior to this release, organizations were limited to 20 layers and thematic layers could only be created in non-private folders. Those limits have been removed. Any user can create Thematic Layers and your organization can create as many layers as you like. 

The user experience of processing a layer will look a little different. The system is doing a bit more work in up front in order to make the adding of layers wicked fast. Users now need to leave the web page open while the system processes the data. A progress indicator will display for the end user.

When a user is adding a layer to the map, the system provides them the option to rebuild the layer if the underlying data is more than 1 day old. With this prompt, the user can either use the existing data layer or rebuild it using the most current data from Salesforce. 

^ Return to Feature Summary ^ 

Shapes Merged By Default

This is a small usability improvement based upon customer feedback. When creating a new shape from hosted shapes in our shape library, the result should remove the inner borders. This is called "merging" a shape. 

When editing the shape, the user will see all of the component shapes.

However, as seen in the screenshot above, the Merged option defaults to true. Assuming the user keeps the default setting, saving the shape will result in the shape looking as shown below.

Where this improvement has a greater impact is once many shapes are on the screen. When each shape on the map has its component shapes "merged", it simplifies the image greatly allowing for better focus on the map itself.  Of course, the Merge setting is only an option. We are simply changing the default setting. Users can always toggle the setting as needed to see the inner borders. 

^ Return to Feature Summary ^ 

Geopointe Platform Feature Details

European Admin Area Shapes

This feature will be available for use by the Automatic Update date in the schedule above.

The Geopointe Shape Library will contain much broader support for admin areas across Europe. We have licensed the full administrative areas for 31 countries across Europe. These are the same countries where we also have Postal Code data licensed today.  


The countries the new data covers are;

  • Andorra
  • Austria
  • Belgium
  • Cyprus
  • Czech Republic
  • Denmark
  • Estonia
  • Finland
  • France
  • Germany
  • Greece
  • Hungary
  • Italy
  • Latvia
  • Liechtenstein
  • Lithuania
  • Malta
  • Monaco
  • Netherlands
  • Norway
  • Poland
  • Portugal
  • Russian Federation
  • San Marino
  • Slovakia
  • Slovenia
  • Spain
  • Switzerland
  • Turkey
  • United Kingdom
  • Holy See (Vatican City State)

^ Return to Feature Summary ^

Updated ZIP & Postal Code Shapes

This feature will be available for use by the Automatic Update date in the schedule above.

Geopointe has hosted USPS ZIP code and European Postal Code data for years. Our data is being updated in a major refresh. The US Zip Codes and the Postal Codes for the same countries listed above for Admin Areas will all be updated. This should have minimal, if any, impact on existing implementations and will bring the data current.



^ Return to Feature Summary ^

US Congressional Districts (115th)

This feature will be available for use by the Automatic Update date in the schedule above.

We will be adding the district boundaries for the 115th US Congress to our Geo-Library to keep up with the times. Any shapes using the 114th US Congress district boundaries (what we had prior) will continue to use those shapes. Users will need to create new shape records or update existing ones to use the 115th boundaries.
^ Return to Feature Summary ^

External Object Support

Are you interested in mapping the data you have stored outside of Salesforce? Geopointe now provides an option for this by leveraging Salesforce's Connect feature and the External Objects created as part of it. Per Salesforce:

Salesforce Connect lets your users view, search, and modify data that’s stored outside your Salesforce org. Instead of copying the data into standard or custom objects, use external objects to access the data in real time via web service callouts.
Your organization must be licensed to use this technology with Salesforce. If you do not have a license, Developer Edition orgs allow you to test this Salesforce feature. Your admin will setup a connection to the external database and will create external objects using the Salesforce interface. 

External Objects defined with this connection remarkably look just like an internal Salesforce object. The beauty of it is that Salesforce has handled the security, authentication and CRUD permissions for you. Not only can Geopointe map this data, but your organization can trust Salesforce's security architecture and can also use this information in other parts of Salesforce such as reports, dashboards and related lists. 

Geopointe Setup is simple and the process is much like any other Map Object. The only requirement for an External Object is that the latitude and longitude fields must exist, and be populated, on the external source. Geopointe will not geocode this data for you. There are workarounds to this and our team could discuss those with you if you are interested in leveraging this feature. The address fields are optional for mapping, but are available because they can be useful in presenting the data onto the map. 

Once setup in Geopointe, the object maps just like any other, has actions available, can be routed against, etc. 

This feature is a really good example of what can be done when the power of the Salesforce platform is leveraged and has value added upon it.
^ Return to Feature Summary ^

Imported Shape Validation

The Geopointe Shapes object is able to define ad-hoc, hand drawn shapes. It does this by storing geoJSON data on the object. We have many customers with this kind of data outside of Salesforce and desire to bring it into Geopointe. This can certainly be done, but some customer struggle with the formatting. Geopointe has implemented a validation routing on the Geopointe Shape object to validate any geoJSON data saved to it and marking data as invalid if there are issues. 
^ Return to Feature Summary ^

100k Searches

The query result size of data set map searches is now 100,000 records per search, up from 45,000. Just as before, users are able to add multiple layers to the map, allowing for more than 100,000 records in total. 
^ Return to Feature Summary ^

 

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