Geopointe

User Tutorials

Saving and Using Geopointe Locations

Geopointe Locations are saved locations created on the Map, especially for locations that do not correlate to Salesforce data. If you're part of an outside team, you probably have locations that you A) visit fr...

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Scheduled Routes

Scheduled Routes are a route optimized by appointment times first, distance second. These routes are intended to ensure that you never miss a meeting, or cut the time too close between scheduled appointments. ...

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Change units from miles to kilometers

Distance units can be changed in the Map control panel when doing a Nearby search and when creating a route. Nearby Search To change from miles to kilometers for a Nearby search, make sure the Nearby option is...

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How can I create a route of my day's appointments?

If you use the Salesforce calendar to plan your day, then you may not be building routes from the Geopointe Map. Instead, you'd just want to pull in your daily calendar and have it return a route for you. To d...

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Retrieve a Saved Route

Web: Routes are accessed on the Routes tab in the control panel, positioned in the top left of the Map. Click on the Routes tab (the Green Arrow). At the top of that tab, there's a drop-down selected to -- New ...

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How do I export records to CSV after running a map search?

1. Select desired records by checking them individually or just leave records unchecked to export all. 2. On the right-hand side of the list view, click on the 'Actions' button, then click export to CSV button...

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Can I export the address as separate fields, rather than in one field?

By default, Geopointe will use one-column addresses. In order to split the complete address into separate columns, you will need make this change on the data set itself, (e.g. the data set you ran to generate r...

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How to Number Map Pins in a Specific Order

Organizing your data on the Map and in the Mapped Data table can be powerful and useful. In this document, learn how to number your map pins and set Order By rules for your data table. These options can be used...

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Why doesn't my Route PDF have a route image on it?

Quite a bit happens behind the scenes to generate that map. It's actually sending out a big long piece of code to Google to get that generated. If the code gets too long and cut off, it'll error and not create ...

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Defining User Route Settings

Route settings allow for routing features to be more personalized to a user's individual needs. These settings are especially important for schedule-based routing. To access these settings, click on the Cog Ic...

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