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...

Read Article

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. ...

Read Article

How To Create a Route of Your 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 probably want to generate a route based on your calendar. Here's how: 1. Click on...

Read Article

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 -- Ne...

Read Article

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

After running a data set search, you can export your mapped data to a CSV file, which will include all of the fields added to the data set. Here's how: 1. In the Mapped Data table, select desired records by c...

Read Article

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...

Read Article

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...

Read Article