Geopointe

Shapes and Assignment Plans

Assignment Plans

Assignment Plans is a powerful Geopointe feature that allows you to categorize your data by location. Traditional solutions typically rely on matching parts of the address (e.g. country, state, zip code) to pre...

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Grant a User Shape Editing Access

Once a shape has been created by an administrative user, it's possible that another user could need to edit the shape later. By default, Geopointe only allows shape owners to edit their own shapes. To give a us...

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How Many Assignment Areas Do I Need?

You need a license for every Assignment Area in every active Assignment Plan. So, for example, in the following image, only the Assignment Areas in Account Service Plan and Contact Service Plan would count tow...

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Assignment Plan Use Cases

Geopointe Assignment Plans allow you to create geographic areas and automatically identify the records that fall within them. This feature offers a multitude of applications and use cases that can help your bus...

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Shape Fields

Shape fields allow you to associate a geographic shape with a specific record. These shapes can be complex polygons, circles, or even lines. You can use them to define shapes and areas associated with a single ...

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Manually Schedule the Assignment Plan Batch Job

If you need to run the assignment plan at a specific time every day, or less frequently than our packaged schedule does, you can manually set the job to run via Salesforce Setup. For example, if you have a high...

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Enable Change Ownership in Geopointe Assignment Plans

Setting an Assignment Plan to automatically re-assign the record owner is quite easy and will allow you to streamline the process of managing territories. To set up this feature, follow these steps: 1. Naviga...

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Mass Create Shapes from Postal Code or County Data

Disclaimer: This is a manual solution. It will still require significant setup on your end to make it work, as well as experience using Data Loader or the Data Import Wizard. You should be at least a Salesforce...

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Tutorial: Working With Shapes

Shapes have a broad range of uses in Geopointe. You can use them to define property boundaries, business franchise lines, sales territories, canvassing neighborhood areas, just to name a few. That means there a...

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Making Changes to Assignment Plans

After building out an Assignment Plan, is it likely that changes will need to be made to your data after it's been established. Here are the processes that you will want to follow, dependent on the kind of chan...

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