Geopointe

Installation / Getting Started

Geopointe Installation

Installing Geopointe is simple and works like any other application that can be installed from the Salesforce AppExchange. This tutorial will walk you through the steps necessary for installation. After comple...

Read Article

Post-Installation Instructions

Thank you for choosing Geopointe! As a robust, highly customizable application, we’ve provided you with various Post-Install guides to handle the different facets of setup. What part of the below steps do you ...

Read Article

Geopointe for Salesforce1 Setup

Geopointe for Salesforce1 has a robust set of features that can be used on any mobile device. Radial searches, Route planning, and Check-Ins to name a few. There are a couple of items that need to be setup by a...

Read Article

Analytics Setup

Before setting up Analytics, make sure to complete the Post Installation Steps. If you don’t, you won’t get very far. Geopointes Analytics is an add-on license that allows for geo-analytical reporting of Sal...

Read Article

Uninstall Geopointe

Uninstalling Geopointe is a simple process, but has a couple of prerequisites before completing successfully. If your Geopointe trial has already expired, please send an email to us. We are going to have to ac...

Read Article

Upgrading Geopointe

You will be installing right on top of your existing Geopointe install. Do not uninstall the application first. If you do, you will lose all of your configuration. Start From AppExchange The upgrade pro...

Read Article

Post-Installation Steps – The Basics

After completing installation, it takes just a few steps to enable Geopointe on your system and start seeing your Salesforce objects on the map. These steps are easy and can be completed in under 15 minutes, we...

Read Article

Post-Installation Steps – Integrate with Salesforce

Once you’ve finished the basics, make Geopointe as easy to access as possible for your users. It can become streamlined into your salesforce experience with the following steps: Add a Map button to your p...

Read Article

Post-Installation Steps – Users and Profiles

After completing the basics and integration, it’s time to make Geopointe available to your end users. Set User Permissions Manage Licensed Geopointe Users Check User Profiles Set User Permission...

Read Article

Enabling Geopointe for Community users

Additional setup is required to make the Map tab available for Community users. Follow the steps below to give them access: 1. Go to Communities in Setup, click All Communities. 2. Click Manage in the Action c...

Read Article