Geopointe

Customization / Development

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...

Read Article

Distance Service API

DistanceService is a subclass of the Geopointe Apex API and contains methods for calculating the driving distance between two locations. If you are looking for a straight-line ("as the crow flies") distance, yo...

Read Article

Add a Custom Map Style

Geopointe allows you to customize the visual appearance of the map. This allows you to draw attention to certain features, remove unnecessary clutter, or simply make the map look however you want. It could look...

Read Article

How to Notify Users When a Route is Shared With Them

When an inside sales rep or team manager created a route for another user, it makes sense to notify the user that a new route has been shared with them. On the back end, a route share creates a Geopointe Route ...

Read Article

Can a Record be Geocoded As Soon As it's Created?

Yes, but it will require writing a trigger. We don't offer the exact code needed (because every org and need is different), but here is an outline of what you need to do: 1. In an insert trigger, check to see...

Read Article

Deploying the 'Nearby' Lightning Component

With the Nearby Lightning Component, you can add a quick view of nearby records to Lightning pages or the Salesforce Mobile App so that end users can immediately see a snapshot of what's nearby without navigati...

Read Article

JavaScript API

The Geopointe JavaScript API has the main purpose of extending and further customizing the behavior of Visualforce Geopointe Actions. If the Action is a Visualforce page opened in a Modal Window on the desktop,...

Read Article

Creating SOQL Filters

SOQL filters let you refine your Salesforce data so it is cleaner and more relevant to your business processes in Geopointe. Applying SOQL filters to Map Objects or Assignment Plans can help you: Prevent unq...

Read Article

Creating URL Parameters

Using Geopointe's supported URL Parameters, you can configure custom buttons that pass information to the Map page and interact dynamically with your data. You don't have to be a developer to create URL paramet...

Read Article