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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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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Can I use the Places Search to pull new data into Salesforce?

Yes, you can! You can create Salesforce records from anywhere on the map, whether from a Google Places search, your current location, or by clicking any location on the map. Check out the step-by-step process f...

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Is Geopointe a native Salesforce application?

Yes, Geopointe is a 100% native app. It runs on the Salesforce platform. It does communicate with 3rd party services to complete its work and you can learn more about those in our data security document.

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How do I remove the Google maps from below our addresses?

Those maps are not a Geopointe feature. They're actually part of Salesforce's Spring '15 mapping functionality roll-out. To remove these maps, follow these steps: 1. Navigate to Setup | Customize | Maps and L...

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How do I enable the ability to Export to CSV?

The Export CSV option is a list action button that can be accessed below the map, under the Actions button in the lower right of the map. This button allows you to export your data into a spreadsheet. If not l...

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I am seeing an image that says "Geopointe's inline static maps have been deprecated. Please remove this from your layout." What does this mean?

With the June '15 release of Geopointe, we discontinued our support of our Static Maps feature due to a licensing change. The new Salesforce Maps options can be manipulated to meet the same need as our static m...

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Does Geopointe support multiple languages?

Yes, Geopointe supports the following languages: English (this is the default language for the application) Finnish French German Italian Japanese Norwegian Portuguese (Brazil) Russian Span...

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Can I save an image of the Map?

Unfortunately, no. We would like to offer this, but it's not a simple thing to accomplish inside the app, and would potentially put a major strain on your web browser (you don't want it to crash, and we don't w...

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