Geopointe

Data Sets & Saved Layers

Data Sets

Data sets define the filters and fields for your Geopointe searches. They are the most important component to understanding how searches on the map work. Basics Filters Fields Markers Other Ord...

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Data Set Marker Configuration

Data Sets give you the power to see your Salesforce data geographically on the map. The Marker Configuration options for your Data Sets give you freedom to display that data in a way most beneficial to your tea...

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Data Set Strategy

When starting to use Geopointe, the process of setting it up to get your desired mapping results may seem overwhelming. In actuality, though, you have the keys to building a cohesive and familiar library of dat...

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Using a User Merge Fields in Filters

Being able to filter by records you own (My Accounts or My Opportunities) is extremely useful. However, there are times that you need to see records you are connected to, but not the owner of. Perhaps you own t...

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The Interactive Legend

The Interactive Legend feature allows users to show/hide pins from the map based upon their Color By selection. Run a search on a data set with the markers colored by a field. For the below example, current...

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Adding Additional Fields to the Map Results List View

By default, the Mapped Data table will populate three columns for you, depending on the type of Object that you referenced. In the case of Accounts data sets, it will automatically include Account Name, Address...

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Color Markers Using a Formula Field as Buckets

We love our Marker Color functionality, but sometimes you need to take it an extra step beyond what the UI allows. A great example of this is the ability to bucket date fields. Let's use Last Activity Date as ...

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KML Layers

KML/KMZ layers allow you to view external geospatial data on top of your Salesforce data. It's also often quite interesting to look at, just like this snapshot of the US Drought Monitor: A KML (Keyhole Markup ...

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Saved Layers Folders

Geopointe supports organization and permissioning with Data Set folders. Geopointe Admins (users who have the Geopointe Admin permission set) and Salesforce System Admins have the ability to create/edit Data Se...

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Can I limit how many results are returned?

Yes, you can! This is controlled at the data set level. A great use case would be if you want to see a "Top 25" list. To adjust the limit, go to the Map and select the data set in question. Click on the settin...

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