Geopointe

Salesforce1

Geopointe for Salesforce1 Routing

Geopointe for Salesforce1 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 on working wi...

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Using Check-Ins

Geopointe Check-Ins allow users to record when they have physically visited a location inside Salesforce1. It's a great way to show physical visits versus phone calls. It also gives you the ability to check out...

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Using Voice Navigation with Salesforce1

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 Salesforce1. 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 the desktop and ...

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Accessing the Map From a Record in Salesforce1

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 in the web or Salesforce1 to track your Current Location enables you to: Center the map on your current location. Search for points of interest on your way to an appointment or meeting (...

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Make a Call from Geopointe in Salesforce1

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 Salesforce1

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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Salesforce1 Map Settings

With the Settings in Geopointe for Salesforce1, you can customize your Geopointe experience while you're on-the-go. To review and adjust your settings, navigate to the Map in the Salesforce1 menu, tap the menu ...

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