Geopointe

Map Objects

Map Objects

A Map Object is how you define what objects and addresses to map in Geopointe. They determine what information to retrieve and geocode, returning latitude and longitude coordinates. Before You Begin The Map...

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Custom Map Object Setup

Geopointe can map nearly every Salesforce object, and that includes your custom objects. While we’ve set up the popular Salesforce objects to be preset and ready to use, you will need to prep custom objects and...

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Custom Map Object – Salesforce Integration

Nice work! You’ve successfully set up a custom object for use in Geopointe. Now we want to make the custom object experience just as fluid as it is with a standard object. This document walks through the same s...

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Edit a Map Object

To edit an existing Map Object, go to Geopointe Setup, then click on the Map Object tab. You'll see a list of your existing Map Objects there. Click Edit next to the Object needing a change. A few things to co...

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Mapping with Custom Coordinates

Geopointe places pins on the map by generating latitude and longitude coordinates for each record, but you may already be storing latitude and longitude data on your records. Geopointe can be configured to use ...

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Map Campaign Members

The Campaign Member object in salesforce can be mapped, but this object has some unique properties that require some preliminary setup steps first. Important: Campaign Members are related to both Contacts AND ...

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Using Person Accounts in Geopointe

Person Accounts can be a little tricky to handle in Geopointe. Typically, when Person Accounts are activated, a Person Account's address is stored in the Mailing Address and the Business Account's address is st...

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Set Up a Check-ins Map Object

Setting up check-ins as a map object allows you to analyze them in a number of different ways. Viewing weekly visits by a team or individual, analyzing quarterly visit patterns, and checking for honesty are jus...

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Deleting a Map Object

Map Objects are deleted in Geopointe Setup under the Map Objects tab. Locate the Map Object you want to delete. Click Deactivate to the left of it. After it's been deactivated, Delete shows up as an option. Wh...

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Map Objects - Off Recording Geocoding

This documentation walks you through creating a Map Object using Off Record Geocoding. If you are unsure if this is the correct setup type for you, please return to the main Map Object document. Required Fi...

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