Geopointe

Map Objects

Map Objects - On Record Geocoding

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

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Map Objects - Referencing Another Object

This documentation walks you through creating a Map Object using a Referenced Map Object. If you are unsure if this is the correct setup type for you, please return to the main Map Object document. Create Y...

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Map Object Advanced Options

You can apply various advanced options to your Map Objects to customize the way your geocoded data is processed, filtered, and displayed on the map. These options can be found when creating a new Map Object or ...

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Mapping External Objects

Salesforce Connect allows you to create external objects that access realtime data from your third party systems. With Geopointe's May 2018 release, it’s now possible to map these external objects by referencin...

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Using External Objects on the Map

After you have set up a Map Object for your External Objects, it should appear as a default data set in your Saved Layers tab, and will load on the Map like any other data set. If you're a Geopointe Admin, you ...

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Limitations to Using External Objects in Geopointe

Geopointe has Beta support for the ability to map Salesforce External Objects but there are important limitations to understand before using this functionality. Geopointe Limitations: Geocoding is not supp...

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The Importance of the Country Field

The country field is the first place that the geocoder will look to when calculating a location, so it's essential that it is spelled and formatted properly. Even if all your other address fields are correct, t...

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Does Geopointe Work with Account Contact Relationships?

Yes, Geopointe support Account Contact Relationships. Account Contact Relationships is Salesforce functionality introduced in the Summer '16 release. This setting allows the connection of contacts to multiple ...

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We use multiple address fields on an object and we want to see them all on the map. Is that possible?

Yes, it is! You can create multiple Map Objects per Salesforce object by pointing each Map Object to each set of address fields. Here is a video example of what the process looks like to set up a second Map Ob...

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Can I Map Activities (Events, Tasks) in Geopointe?

Yes, and you have three options. Remember that Activities (the blanket object that covers both Tasks and Events), is a special object inside Salesforce. The Connected Cause has a great article on some of the m...

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