Geopointe

Pro Tips

Populate Fields Using Map Lookup Mode

Using a custom button, you can launch the map into "Lookup Mode" and populate fields using data from the Map. This provides an efficient way to associate two records by looking at them geographically, supportin...

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Mass Update Records from the Map

Mass Update allows you to change a record value for all or selected records after a map search. The UI is pretty self-explanatory, but hopefully these steps help you. Using the Mass Update Action Select des...

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Find Records Along a Route

Imagine this scenario: You live in Location A, and have a business trip planned to Location B. You're driving there, and will pass through three or four metropolitan areas on your way. Wouldn't it be awesome to...

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How to Notify Users When a Route is Shared With Them

When an inside sales rep or team manager created a route for another user, it makes sense to notify the user that a new route has been shared with them. On the back end, a route share creates a Geopointe Route ...

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How To Display County on Page Layouts

Geopointe automatically captures county information during the geocoding process. You can take advantage of this free data by creating a custom formula field to display it on your page layouts. The county in...

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Inline Editing from the Map

Inline editing allows you to update record fields directly from the map. To do so, click on a mapped result to launch the info window. You will see pencil icons next to the editable fields, as shown below. ...

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Creating a Static Map with Salesforce Maps

Static maps was a Geopointe feature that was retired with the June '15 release. However, you can achieve the same functionality using Salesforce maps. By creating a simple Visualforce page, you can embed a stat...

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How to Avoid Duplicates When Using the Create Record Action

De-duping data (and the prevention of duplicate data) is very complicated to do in a reliable, robust, and flexible manner. As such, it is not built in to the Create Record functionality. Here are some options...

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Create a “Link to Route” Formula Field

To view someone else’s route, all that is needed is to pass the ID of the route record to the Map page in the routeId URL parameter. This can be done very easily by a formula field on the Route__c object in Sal...

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Filter Data Sets By Activities

With a combination of cross-object filters and smart dates, it's easy to filter data sets by upcoming events so you can see the big picture and plan your routes accordingly. Following a similar approach, you ca...

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