Geopointe

Salesforce Mobile App

Geopointe Routing for Salesforce Mobile App

Geopointe in the Salesforce mobile app allows you to create, optimize, and save trips as routes. You can also access previously saved routes, and retrieve routes that have been shared with you. For information ...

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Using Check-Ins

Geopointe Check-Ins allow users to record when they have physically visited a location inside the Salesforce mobile app. It's a great way to show physical visits versus phone calls. It also gives you the abilit...

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Using Voice Navigation with Salesforce Mobile

Voice navigation is not provided inside Geopointe. We figured, there was no need to re-invent the wheel. Instead, you can access spoken directions a standard navigation application (usually Google Maps). When l...

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Check-Ins Overview

Check-Ins allow Geopointe users on the road to record arrival at a location on a route or from a search. Check-Ins are accessible on their own tab as a custom object, linked to their parent records. Check-In...

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Set Up Check-Ins

Check-Ins can be performed one of two ways in the Salesforce mobile app. They can either be done directly from the Map when viewing a record result, or as a publisher action on a record. Both methods work in th...

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Accessing the Map From a Record in Salesforce Mobile App

A convenient way to access the Geopointe map in the web version is the Map button, which takes you to the map centered on that particular location; this is especially ideal for nearby searches around that parti...

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Enable Mobile Location Services and Location Tracking Settings

Allowing Geopointe to track your Current Location on your desktop or in the Salesforce mobile app enables you to: Center the map on your current location. Search for points of interest on your way to an ap...

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Make a Call from Geopointe in Salesforce Mobile App

Have you ever been en route to an important meeting and realized that you were cutting it much too close to get there on time? Or perhaps realized halfway to an appointment you had double booked that afternoon...

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View Overlapping Records in Salesforce Mobile App

Sometimes multiple records are at the same location, such as multiple contacts to a single account. The browser version of Geopointe gives you a few display options for seeing these multiple pins. The same func...

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Salesforce Mobile App: Map Settings

The Geopointe Map settings in the Salesforce mobile app allow you to customize your Geopointe experience while you're on the go. To review and adjust your settings, launch Geopointe in the Salesforce mobile app...

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