Geopointe

Customization / Development

URL Parameters

Geopointe supports using URL parameters to affect functionality in the application. Note: The majority of these URL parameters do not work with the Salesforce1 mobile application. Parameters supported will sta...

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Apex API

Geopointe includes Apex methods customers can use in their own custom Apex code. The following are the methods available for customer use. geopointe.API Class geopointe.API Methods All methods are static...

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Actions

Actions are a powerful feature in Geopointe that allow you to extend and customize the app with your own business logic. Examples of Actions are linking to external sites, embedding Visualforce pages inside the...

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Creating a Static Map with Salesforce Maps

With the June '15 release of Geopointe, we had to deprecate our static maps. However, the same functionality can be achieved using the Salesforce Maps functionality. To do so, you'll want to create a new Visua...

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We are pulling the county field from the geocode record onto the parent record, but sometimes it returns the word county and sometimes it doesn't. How can that be consistent?

Ah, yes. Sometimes the geocoder returns the word 'county' and sometimes it doesn't; we just return whatever they send back to us. If you're using a formula field to pull the value in, you can trick it. Here's a...

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Integrating with ActionGrid

ActionGrid is an amazing tool that allows you to very easily navigate the Salesforce Data Model without all clicking and waiting for full page refreshes. ActionGrid is Geopointe aware and includes features to m...

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Create a “Link to Route” Formula Field

To view someone else’s route, all that is needed is to pass the ID of the route record to the Map page in the routeId URL parameter. This can be done very easily by a formula field on the Route__c object in Sal...

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Add Geopointe Logo to Map Tab

To enable the Geopointe logo on your Map tab in the Salesforce mobile app, you will need to edit the Map tab in Salesforce Setup. Follow the steps below: 1. In Setup, click Create, then click Tabs. (In Lightni...

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Create Record Action

From the Geopointe application you can create standard or custom objects with the Create Record action. This help article will focus on how to setup and use the Create Record action. Please also see the Actions...

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How to Avoid Duplicates When Using the Create Record Action

De-duping data (and the prevention of duplicate data) is very complicated to do in a reliable, robust, and flexible manner. As such, it is not built in to the Create Record functionality. Here are some options...

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