Geopointe

Shapes and Assignment Plans

Assignment Plans

Assignment Plans are 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 pr...

Read Article

How to Edit a Shape

This page has been updated and moved to a new Shape tutorial, which you can find here.

Read Article

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...

Read Article

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...

Read Article

Assignment Plan Use Cases

Geopointe Assignment Plans allow you to automatically identify which geographic area(s) each record falls in. How can identifying a record’s geographic area help you? Know which person or group of peo...

Read Article

Shape Fields

Shape fields allow you to associate a geographic area with a record. These shapes can be complex polygons, circles or even lines. Examples of these shapes could be property boundaries, business franchise areas,...

Read Article

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...

Read Article

Enable Change Ownership in Geopointe Assignment Plans

Setting an Assignment Plan to re-assign the record owner is quite easy. First, go to Geopointe Setup | Assignment Plans. Either edit an existing or create a new Assignment Plan. You need to ensure two things...

Read Article

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...

Read Article

Tutorial: Working With Shapes

Shapes in Geopointe have a broad range of uses. They can define property boundaries, define a business's franchise lines, build a territory, or define a canvassing neighborhood, just to name a few. That means t...

Read Article