Geopointe

User Tutorials

Video Tutorials

Did you know we have a number of video tutorials on our YouTube channel? We do our best to embed relevant videos on this help site, but there's even more on the channel.

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How to Access Geopointe

​You can access Geopointe in one of two ways. 1. Switch to the Geopointe app. In Salesforce Classic, click the dropdown in the top right of any Salesforce page, select App Launcher, then select Geopointe. The ...

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Geopointe Map Interface

The Map interface contains all the tools end users need to utilize Geopointe's powerful functionality. Control Panel - Your starting place for putting data on the Map, the Control Panel houses all saved Data S...

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Tutorial: Searching

Almost every action inside Geopointe starts with a data set search. The process of performing a search goes something like this: Optional: Choose a starting point. Select a Search Type. Click a Data Se...

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Tutorial: Using the Mapped Layers Tab

As you add data to the map in Geopointe—whether it be Data Sets, Shapes, KML files, Thematic Layers, and/or Routes—they are all organized on the map as layers. You can manage your layers from the Mapped Layers ...

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Tutorial: Using the Saved Layers Tab

The Saved Layers tab houses all of the data that you can put on the map, including your active Map Objects and any Data Sets, Layers, Shapes, and Thematic Maps that you create. From the Saved Layers tab, you ca...

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Tutorial: Geopointe Routing

Geopointe allows you to plan, notate, optimize, save, and share trips as routes. This document covers the basics of utilizing these features in Geopointe. Jump ahead to a topic below: 1. Build a Route (One-...

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Tutorial: Geopointe on the Salesforce Mobile App

Geopointe's integration with the Salesforce mobile app gives you access to what you need while on the road or away from your computer, natively running inside the app. This document will serve as a tutorial for...

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Tutorial: Create Salesforce Records From Anywhere on the Map

With a few configuration steps, end users can take any location or business in Google maps and instantly create a Salesforce record. This will ensure new leads and prospects never slip through the cracks, and c...

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Tutorial: Add to a Campaign from Geopointe

The Add to Campaign action makes it easy to build campaigns from mapped records with a few clicks. Originally, the Add to Campaign button showed only if the app recognized that Leads or Contacts were on the map...

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