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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Tutorial: How to Access Geopointe

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

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Tutorial: How to Search

Almost every action inside Geopointe starts with a data set search. The process of performing a search goes something like this: Optional: Choose an origin point. Select the type of search. Select a da...

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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: Geopointe Routing

Geopointe allows you to plan, notate, optimize, save, and share trips as routes. This overview document covers the basics of adding stops to a route and saving them. Links to further documentation are provided...

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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. Geopointe in the Salesforce mobile ...

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Tutorial: Add to a Campaign from Geopointe

Add to Campaign is a great feature in Geopointe, but recent updates make it that much better. Originally, the Add to Campaign button showed only if the app recognized that leads or contacts were on the map. How...

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Find Records Along a Route

Imagine this scenario: You live in Location A, and have a business trip planned to Location B. You're driving there, and will pass through three or four metropolitan areas on your way. Wouldn't it be awesome to...

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Inline Editing from the Map

Inline editing makes it easier for you to make updates to your records by allowing you do so directly from the map. Perform a Search on the map and click on one of your results. You should see pencil icons nex...

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Mass Update Records from the Map

Mass Update allows you to change a record value for all or selected records after a map search. The UI is pretty self-explanatory, but hopefully these steps help you. Using the Mass Update Action Select d...

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