Tutorial: Geopointe Routing
Geopointe allows you to plan, notate, optimize, save, and share trips as routes.
This overview document covers the basics of adding stops to a route and saving them. Links to further documentation are provided throughout. The topical guide listed below links you to specific topics in the text of this document.
Topics in this tutorial:
- Build a Route (one-by-one | add all | add selected | address or place | Salesforce search | right click)
- Route Adjustments (remove stop | change order | fields | notes | options)
- Route Types & Optimization (distance route | schedule route)
- Save Route
- Recall Saved Route
- Share Route
- Export Route
- Delete Route
- User Route Settings
- Salesforce Mobile Routing
All route creation happens from the Routes sub-tab in the control panel of the Map tab. When not on the Routes sub-tab, a route stop counter on the tab icon alerts you to the number of stops currently on your route.
Start with search results on your map. Ideal when you need to examine your search results building a route, this allows you to be precise and methodical in your route building. To add the the record to your route, click on the map pin. Click Add to Route.
Alternatively, you can also add records from the data table below the map. The action is under the drop-down menu button to the left of the record name.
When the record is added, you will see a confirmation box at the top of the screen as well as see the route stops number tick up. Once you have two stops, a Route Detail tab will appear in the data table.
If your search results are already filtered to everything that should be on a route, you can add them all at once. Click on Actions in the lower right of the map and choose Add All to Route. (Not there? Ask an admin to turn it on)
The fastest method to add multiple stops in a selective manner, selected records allows you to check off the records you want in your route and then add them in bulk. To select records on the map, click the checkbox button in the lower right of the map. That moves the map into selection mode. A hover over records will give you name and field information, a click will add it to your selection (designated by a red check mark).
Selection can be done from the data table as well. To start picking records in the list, click the Empty Checkbox to the right of the record name.
Once you've finished selecting (using either method), click Actions in the lower right of the map, then click Add All to Route. Because you're in selection mode, it will only add the selected records.
Often, you'll need stops on a route that are not Salesforce data. This could be your office location, your home, a hotel, or a preferred lunch stop.
To add an address, type it in the search box at the top of the Map. Click the Magnifying Glass to perform your search. It should take you to that location centered on the map with a red pin. Click on the pin and choose Add to Route.
In the same search bar, you can also search for places, using something more generic than an actual address, such as hotels, fast food, or coffee. Up to twenty results will appear on the map and in a list on the Search tab in the control panel. Click on a result and choose Add to Route.
Either an address search or a places search can be saved and used again later. This is especially helpful if it is a location you will frequently need on a route. If you click Save to My Locations, it will prompt you to give it a name. To recall it later, click on the My Locations tab in the control panel (the map pin icon). You can add a saved location to the a route directly from that tab.
The Search bar has one more function: it can search your mappable Salesforce records and allow you add them to a route. This allows you to add a specific record without having to run a search first.
Search by the record name in the search bar. On the Search tab of the control panel, you'll see a Salesforce column with the number of Salesforce results. Click the Route Icon next to the record to add it to the route.
Lastly, you can add a location to a route from a Right-click anywhere on the map. This is perfect when you know the general area you need to go but not the exact address or location name. Right-click on the map, and in the dropdown, click Add to Route.
It's likely that your route wasn't perfect from the moment you started to create it. This section will cover editing and changing your route stops. If you're looking for Optimization, continue to the next section.
Route stops are edited in the Route sub-tab of the control panel. Both the Route Detail map and the route itself update in real time as you edit your route stops.
Click the Trash Can to remove a stop.
Hover over the route markers on the left side of the map. When you do, your cursor will turn into a up/down arrow. Click and drag the route stops into a new order.
If you need to move a stop to the top or bottom of the list, click on the 3 Dots button and select Move to Top of List or Move to Bottom of List.
Route fields allow you to see record data in the route itself. The information is populated onto route stops based on the data set searched to create the route. This cannot be changed once the record has been added. (FYI: A Geopointe admin can control the maximum number of fields that can be pulled onto a route stop in Geopointe Setup. The setting is called Number of Route Fields to Display.)
Notes are a free text option that allow you to add anything not in a record to your route. This could be information such as building codes, office location, favorite coffee type, or personality notes. To add notes to your route stop, click the Pencil. A text box will appear. When finished, simply click the Pencil again.
Route Options allow you to change mode of transportation and metrics. Click Route Options at the top of your route list (if you've scrolled down, you'll need to scroll back to the top of the list to see it).
Once inside the options, you can avoid tolls and highways, switch modes of transportation, or alternate between kilometers or meters.
Click the X when finished.
To switch between route types, click the Type drop-down at the top of your route (if you have scrolled down your route list, you will need to scroll back up to see it).
A Distance route will optimize your route to follow the shortest possible path to reach all of your destinations. This type is best when you do not have preset appointments to keep and you are trying to fit as many stops as possible into a single day. Routes are optimized by leaving the first and last stop in place and reorganizing the rest of your stops into the shortest travel time.
Coming Soon: Learn more about optimizing a distance route.
A Schedule route works with appointment times (from your calendar, manually entered, or both) to help you fill in gaps and manage your time wisely. This route type should be chosen when starting with scheduled meetings. Routes are optimized by both appointment time and proximity to an existing stop. If meetings are too close or the route cannot be completed within designated work hours, the route cannot be run until the conflicts are resolved.
To learn more about optimizing a scheduled route, click HERE.
To save a route, click the Floppy Disk (Save) button at the top of the Routes sub-tab.
Give your route a Name at the top of the saving screen.
Below the Name field is a calendar. Routes that are intended to be driven on a particular day should be saved attached to that day. To select a day, simply click on it (or use the arrows to select a different month). Your chosen day will highlight in green.
If this is a recurring route that will be run regularly and not on a particular day, choose Route Has No Date below the calendar.
When ready, click Save. If you're modifying a route that has previously been saved, you can chose Save to overwrite, or Save As to create a copy.
If you would like to see a route from the past, switch the View from Upcoming to By Month. Arrows and the month name will help you navigate and locate older routes.
By default, only your routes will show up in this view. If, however, you want to search for a route created by another user, change the name in the User box. It should pre-populate to the name of another Geopointe user.
A route share adds a route to another user's list while the original creator keeps editing rights.
To share a route, have the route open on the map (and make sure it's been saved). Click the Ownership & Sharing (two heads) button. Find the correct person in the drop-down and click Add Share. Full ownership rights can be changed the same way, using that drop down and clicking Change Owner. You will lose editing rights to the route if you choose this option.
If the person you intend to share with doesn't show up in the list, it means they have not accessed Geopointe yet. Once they access Geopointe, they will appear in the list.
When finished, click the X.
Routes can be exported from Geopointe in a few ways. To see a PDF of your route (including a map, stop list, and turn by turn directions), click the Printer icon. To see use the route stops as a spreadsheet list, click the CSV Doc icon. To see the route in Google Maps, click the Google Maps icon. These are all found in the upper right corner of an open route.
When viewing the route list, if you hover over a route, a Trash Can shows up. Click it to delete the route directly from the list.
If you need to look at the route first, there is also a Trash Can among the route buttons at the top.
To clear route stops without deleting the entire route, click the Clear Route (X) button.
Geopointe routing also works on the Salesforce mobile app! You can access previously created routes, create one on the fly, or make adjustments when cancellations happen while en route. See our full Salesforce Mobile App Routing documentation here.