Geopointe

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 team. We will be covering the following information in this document:

  1. Accessing Marker Configuration
  2. Static Markers
  3. Single Field Marker Type
  4. Multiple Fields Marker Type
  5. Marker Customizations
    1. Text in Markers
    2. Markers with Ranges
    3. Dates and Date Ranges
    4. Custom Markers
  6. Marker Labels
    1. Label Only, No Marker
  7. Use Cases

Accessing Marker Configuration

Data set marker colors and types are edited on the Geopointe Map page. To access the marker configuration options, do the following:

1. In the Control Panel, on the Saved Layers tab, choose the data set you would like to edit. Hover over the data set to expose the Menu icon on the right. Click/Hover over the menu and choose Edit Data Set

 

2. You should now see the Data Set Editing module. If it's not already there, switch to the Markers tab.



We will cover each of the different marker types, as well as some use cases to help you implement these features.

Static Markers

Static Markers are the default setting for a new data set, meaning every marker is the same type or color. To use Static Markers, select Static under Marker Type.

The color and icon can be edited to create your desired look. To do so, click the Marker to show the selector. Click the Color Swatch to change the color; you may also enter a hex code if you have one.

Icons are also available to you to customize the markers. Search them in the search box or scroll down to find one that suits your need. To remove an icon, click the Blank Box at the beginning of the list.



Once happy with your selections, click X to close the selector.

When ready, click Save to overwrite the current data set or Save As to create a new data set with your new markers. You can also Close to see the changes to your search without permanently saving it (if you like them, don't forget to save it afterwards, though!).

Single Field Marker Type

The Single Field marker type allows you to use a Salesforce field to define the colors. Rather than all markers being one color, multiple colors/icons are used to easily distinguish your search results.

To begin, ensure your Marker Type is set to Single Field.

A new option should have appeared: Field with a link to Click Here to Select Field. Do so. A list of all fields available on that object will appear. (Note: You can also select fields accessible via look-ups, but you cannot select fields on child objects.) To choose a field, click on it in the list, then click Select.



For picklists, it will populate values for you. For text fields, you will have to type in your own rules by clicking Add Color Rule. Every rule should have two parts—the value (the text, date, or numbers stored in that field) and the Marker itself.

Changing a marker's attributes works the same as it for static markers. Click on the marker you want to change; both the color and the icon are editable.

You can also add a color rule for blank values. Click Add Color Rule and leave the Value blank, only selecting a Marker style.

When ready, click Save to overwrite the current data set or Save As to create a new data set with your new markers. You can also Close to see the changes to your search without permanently saving it (if you like them, don't forget to save it afterwards, though!).

A legend of your chosen colors is viewable in two places after you've run a search. It can be found on the Mapped Layers tab in the Control Panel by clicking Show Legend beneath the data set. It is also visible on the Map Legend tab in the Control Panel.



Multiple Fields Marker Type

Multiple fields works similarly to Single Field, but instead of the markers being defined by one Salesforce field, you can use two. The first field determines the color, the second field determines the icon.

To begin, ensure your Marker Type is set to Multiple Fields.



After making your selection, the Color Field and the Icon Field become selectable. Follow the Click here to select field links for both to do so. The field selection process is identical to the Single Field selection process, except that the colors and icons are separate.

Once you have your color rules defined for both, they should look something like this:



When ready, click Save to overwrite the current data set or Save As to create a new data set with your new markers. You can also Close to see the changes to your search without permanently saving it (if you like them, don't forget to save it afterwards, though!).

The legend for your search results will include two values, one for each field being used.



You may see (blank) as a field value in the legend. This will appear for one of two reasons: 1) That field is blank on those particular records; 2) That field is not blank, but a color/icon was not defined in the marker configuration rules for that record's value. A (blank) / (blank) in the search results means one of the two reasons mentioned above applies to both fields used in configuration.

Marker Customizations

Beyond your basic Marker Types, there are some additional features that can be used to personalize the appearance of the Map Markers. This section will cover those customization options in detail.

Using Text as the Icon Type

When selecting an icon for your marker, text can be used as well. In the top row of the icon options is ABC. That allows you to type in your own custom text, up to 3 characters. That text will then be visible inside of the pin.

Markers with Field Ranges

For number and currency fields, it makes more sense to color by a range and use buckets of values, rather than a specific value. For these field types, the color rules are configured into customizable ranges. (Note: If you're using a date field, jump ahead to the next section.)

When selecting a field, the initial view will be a small default range. Add additional color rules to make it more dynamic. 

To adjust the marker values, change the From column to be the low value for that bucket. The To value adjusts accordingly. When the range meets your needs, don’t forget to Save.

Dates and Date Ranges

With the November 2017 release, Geopointe now offers date field marker configurations that display dates and date ranges more intelligently and dynamically. You can configure your marker colors to represent fixed or dynamic date ranges, or you can color them by day, month, or quarter of the year.

To see and utilize the date marker configurations, set the Marker Type to either Single Field or Multiple Fields, then select a date field by clicking Click here to select field.  Note: The selected field must be a Date or Date/Time field type (or a formula field with Date or Date/Time as the return type) in order to see these date marker options.

A drop-down will appear with your date marker options, as shown below.  


Here's an overview of each option:

One color for each unique search result: This is the simplest configuration, resulting in a unique marker color for each date value on the map.

Fixed Date Ranges: Markers will be colored based on up to three date ranges. To adjust the date ranges, click the Starting field of the second marker and select a date from the calendar. Repeat this for the third marker. The Ending date for the second marker will update automatically, and the first and third markers will reflect any dates Before and After the range you set. 


 
Dynamic Date Ranges: Markers will be colored by dynamic date ranges using relative date filters (i.e. Smart Dates). Click the second marker field to configure your ranges based on Today, This Week, This Month, This Quarter, or This Year. The first and third markers will reflect dates Before and After the selected smart date. Unlike Fixed Date Ranges, these markers will update dynamically with time.



Day of the Week/ Month of the Year/ Quarter of the Year: Each marker will be colored based on the day, month, or calendar year quarter that the value falls into. 

In the screenshot below, the date field markers are colored by day of the week. 



Currently date range markers work with up to three ranges, but you can use formula fields to create additional ranges and deploy further functionality. We have suggestions for that here

Custom Markers

Sometimes the map markers aren't quite what you need for your org, and custom graphics will serve your team better. You can upload custom icons into your Salesforce org that then become available in Geopointe.

To upload a custom marker, go to your Salesforce Documents tab. On that page, you should see a header section labelled Document Folders. Click on the drop down in that section and choose Geopointe Markers. Click Go!.


To upload the new graphic, click New Document.


On the next page, give your graphic a name and label, and select it from your computer. Save. This should now be available to you as an icon choice on the Map. They will be at the top of the icon options when configuring a marker.



A few guidelines to help you choose an acceptable image:
  • We will autosize the icons for you, down to about 27x27 pixels. You may want it slightly larger than that for high resolution screens.
  • Text-heavy graphics will be nearly impossible to read. Avoid more than a few letters of text
  • Using a rectangular image will cause it distort. If your icon is rectangular, save it with transparent padding to make it square.
  • If you want your icon to be transparent, we recommend PNG format. If no transparency is needed, JPGs are fine, too.
 

Marker Labels

Marker Labels enable you to see text below the marker, visible without having to hover or click on the pin. This can be very useful if you want to identify a particular record very quickly.

Labels are enabled in the same place as marker configuration. To add a label, locate Label and Click here to select Label Field.



Once your field is selected, don't forget to Save/Close and then run your search to see the labels.



For the best display experience, we don't recommend using labels on highly concentrated search results. The text will run together and become hard to read, and make it difficult to analyze the map.

Label Only, No Visible Marker

You can also display only the label, and hide the marker altogether. Most often, this is used for data sets with shape fields attached, so you can see the shape and its label without the obstruction of the marker. To do this, switch the Marker Type to Label Only.



When a search is performed, the search results do not include a visible marker. To access the information window, click on the label.


 

Possible Use Cases and Color Schemes

Need some ideas to help jog you into creating your own color and icon schemes? See if these help you:

  • Hot leads in red, cold leads in blue
  • Lost Opportunities in red, Open opportunities in yellow, Won opportunities in green
  • Residential properties in blue with a house icon, commercial properties in yellow with an office building