Geopointe

FAQs

Geopointe FAQ

Administrator FAQs General FAQs Geopointe Mobile FAQs Subscription & Licensing FAQs Administrator FAQs Q. Is it possible to automatically assign leads or accounts to users depending on their ...

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How can I sign up for a Geopointe Webinar?

You can find the sign up links for our webinars here: http://www.geopointe.com/webinars/. If you can't make the webinar time, but you're still interested in the content, sign up anyway! You will receive an ema...

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Can I put letters in a map marker?

Yes, you can! You now have the ability to customize your map markers with text. To do so, edit the data set, click the Markers tab, then click on the marker. ‚ÄčAmong the icon options is one labelled "ABC." Click...

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How do I change who has a Geopointe license?

To manage users, navigate to Installed Packages in Salesforce Setup. Scroll down to Geopointe and click Manage Licenses next to it (if you do not see the Manage Licenses option, you do not have the profile perm...

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How can I access all the records I have at one location on the map?

By default, hovering over a marker at a location with multiple records will alert you how many are at that location. Alternatively, you could make it immediately visible with a Same Location Marker: No ma...

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Can a data set have records from multiple objects?

No, you cannot have records from two different objects in the same data set. Think of the data sets like views. You can only have views for one object at a time, and the same is true of data sets. The workaro...

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Does Geopointe work in the console?

Yes! Although it does require about five minutes to setup. Check out the Console Setup support page to get started.

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Can Geopointe map Campaigns?

You could set up a Campaign map object, but chances are you're looking to map the members of the campaign, not the campaign itself. Please see this support page on how to setup and map Campaign Members. You ...

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Why is Geopointe using so much storage space?

If Geopointe is using a lot of storage space, you are probably using off-record geocoding. This means that every record you see on the map will also have a corresponding geocode record storing the address, clea...

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We use multiple address fields on an object and we want to see them all on the map. Is that possible?

Yes, you can! Geopointe now allows you to create multiple map objects per Salesforce object. Each map object would point to one address. Here is a video example of what the process looks like to set up a secon...

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