Post-Installation Steps – Integrate with Salesforce
Once you’ve finished the basics, give your users easy access to Geopointe by configuring buttons and custom actions. You can streamline Geopointe into your Salesforce experience by taking the following steps:
- Add a Map button to your page layouts
- Add a Map Records button to your list views
- Customize Map Actions on the Map Page
You can add a Map button to your page layouts that immediately geocodes that record and takes the user to that record on the Map. The Map button is automatically available in the layout configuration for Leads, Accounts, Contacts, Opportunities, and Cases. (Need it for custom objects? Click here instead!).
Repeat the steps below for every page layout where you want the Map button to appear. When you're finished, the new button will appear on a record like the screencap below.
Note: Adding a button to an object that has not been configured as a Map Object will result in an error message when the button is clicked.
To add a Map button, follow the steps below:
1. In Salesforce Setup, click Customize. Find the object you would like to add a button for, then click Page Layouts. (In Lightning, use the Object Manager to find and click on the object, then click the Page Layouts tab.)
2. Click Edit next to the layout you want to change. (In Lightning, just click the layout name.) The next screen has a drag-and-drop interface, making it easy to add buttons and rearrange your layout.
3a. To add the Map button to Classic Interface page layouts, select Buttons in the left panel of the page elements. You'll notice two Map buttons; one opens the Map in a new window, while the other keeps it in the same one. If you hover over each button, the name will be displayed and you can distinguish them. (To add the button to Lightning Interface page layouts, select Mobile & Lightning Actions in the left panel of the of the page elements.)
4. Choose the button that best suits your needs, then select and drop it into the Custom Buttons section. (For Lightning layouts, select and drop it in the Salesforce Mobile and Lightning Experience Actions section.) Click Save, found in the upper left corner.
Repeat these steps for every page layout of every object where you want the map button visible.
You can add a Map Records button to your list views that allows users to select multiple records and send them all to a map at once. You will need to repeat these steps for every list view where you want the Map Records button. After completing these steps, a button will show up on your list views like this:
To add the button, follow these steps:
1. In Salesforce Setup, click Customize. This time, select the object you would like to add a button for and click Search Layouts. (In Lightning, use the Object Manager to find and click on the object, then click Search Layouts.)
2. Click Edit next to List View. (In Lightning, use the dropdown to click Edit.)
3. Select the Map Records button and click the right arrow to add it to Selected Buttons. Click Save.
The Map Records button will now be available to anyone with a Geopointe license. Repeat these steps for every list view where you want the Map Records button to appear.
Map Records buttons are included with the install for the main standard objects. You can also create them for custom objects.
In Geopointe Setup under the Actions sub-tab, you'll see a list of List Actions and Point Actions that came with your Geopointe installation. These Actions create a seamless experience so users can read and write data between Salesforce and the Geopointe map. With new installs of Geopointe, admins will automatically have access to all Geopointe standard actions. Once they have tested and reviewed these actions, admins can choose which actions to expand access to end users.
To activate an action, click Edit and choose the Available (Web) checkbox and/or Available (SF1). You'll notice there are also options to Delete, Clone, and change the order of placement. You can customize Actions and create your own. By cloning an existing action, you can use it as a base for further customizations that meet your needs. To expand access to end users, click the User Access link and apply Salesforce sharing rules based on Groups, Roles, and Users.
Some record actions are also available in the Salesforce mobile app. For further information on what you can do with Actions, check out our dedicated support doc to its functionality.
Of special interest in Actions is the ability to have an action Record a Salesforce record, simply by dropping a pin or finding a landmark on the map. For more information on that functionality, check out this doc.