how to setup geopointe in salesforce

Add the Geopointe App to the Salesforce Mobile App Menu

1. In Setup, navigate to Salesforce Navigation (or navigate to Mobile Apps in the Lightning interface).
2. In the list of Available Navigation Menu Items, select Map and click the right arrow to add it to the list of...
3. Click Save.

Full Answer

How do I use Geopointe in Salesforce?

Add the Geopointe App to the Salesforce Mobile App MenuIn Setup, navigate to Salesforce Navigation (or navigate to Mobile Apps in the Lightning interface).In the list of Available Navigation Menu Items, select Map and click the right arrow to add it to the list of Selected Menu Items. ... Click Save.

How do I add a user to a Geopointe in Salesforce?

Licenses determine which users can access Geopointe screens and related functionality.In Setup, use the Quick Find to navigate to the Installed Packages screen.Next to Geopointe, click Manage Licenses underneath the Action Column. ... Click Add Users to include new users in Geopointe. ... Click Add.

How many results can you search in Geopointe?

By default, data set searches are limited to the nearest 150 results. But your Admin can increase your org-wide limit from the Org Settings tab of Geopointe Setup. Note that larger value may degrade mobile performance.

Does Geopointe have a sidebar?

Geopointe takes advantage of the larger screens of tablet devices and includes a sidebar interface that allows you to access Calendar-based Scheduling, Routes, Layers, Legend, Settings, and Searching, while still viewing the Map. For this mobile-optimized experience, make sure you have Mobile selected as your UI Preference for this Device in your Map Settings.

How to create a Geopointe route?

1. Tap the search bar. 2. Enter distance and units for a Nearby Search, or tap the Address button to set a starting location manually. 2.

How to add saved locations to route in Salesforce?

Here's how: 1. Access your saved locations by tapping the Search bar, then tapping the layer. 2.

How to change order of stops on a map?

Manage Your Route. To change the order of the stops, tap and hold on the List Icon to the right of the stop name. Slide your finger up or down in the list to the desired new order and release. To delete a stop, tap on it; additional actions will appear.

How to add a stop on Google Maps?

Follow these steps to add a stop from any location in Google Maps: 1. Tap the search bar at the top of the map, select the Address button, and enter an address or place. In this example, we'll perform an address search for Los Angeles International Airport (LAX). 2.

How to search by time range in Google Maps?

If you want to search by a time range instead of a distance range, tap the search type dropdown and select Minutes or Hours, then tap your data set. 3. To add records from the map view, tap each record, then tap the Add to Route action. If it's not set up as the primary action, just tap the white bar to see more actions.

Can you use Geopointe on Salesforce?

Using Geopointe on the Salesforce mobile app, you can launch saved Routes, create and optimize new Routes, and access any Routes shared with you. When you're ready to travel to your next destination, you can launch your route into a navigation or rideshare app of your choice.

Step 1: Set Route Planner Administrator Permissions

Complete this step to grant the necessary permissions to users who will be creating Route Plan Configurations. These users might be team managers or a Geopointe Admin.

Step 2: Set Route Planner User Permissions

Complete this step to grant the necessary permissions to users who will be accessing Route Plans. As with the step above, you have two options for enabling these permissions.

Step 3: Manage User Licenses

Each user that will be using a Route Plan must have a Route Planner license. Route Plan Administrators do NOT need a license.

Optional: Create A Lookup Field

While not required, we recommend creating a Geopointe Route Plan lookup field on Events. Then the Route Planner can create Event records for the scheduled visits it generates, making them easy to track from the Calendar. You can also use other objects, such as Task or Opportunity.

How does the map button work in Geopointe?

The Map button launches Geopointe to a record's location directly from its record page. It also immediately geocodes that record.#N#Before you begin, consider which URL option you want to use:

What is the map record button in Geopointe?

The Map Records button allows users to select multiple records in a list view and load them on the Geopointe map all at once. You can create this button to work on all custom objects that you have configured for mapping in Geopointe.

Choose a Map Object Type

For each object or address that you are mapping, you can choose between four types of Map Objects: Off-Record, On-Record, Referencing, and Salesforce Geocoding. Consider the questions below to choose the right one for you.

Off-Record Map Object

Do you prefer a clean and easy setup process (but that uses more storage)?

What is Notes in Salesforce?

Notes let you add any useful information that might not be in Salesforce. This could include building codes, office location, or other notes about the customer.#N#To add notes to your route stop, click the pencil icon, enter text in the box, and click the pencil icon again to save.

How to add a record to a route in Google Maps?

Click the Route Icon next to the record to add it to the route. Use Record Selection Mode and click each record you want to add from the Map. To activate Record Selection Mode , click the checkbox button in the lower right of the map. Hover over a record and click the marker to select it.

How to share a route in Maps?

1. Open the Route on the map, then click the Ownership & Sharing icon (two people). 2. To share a Route with another user, select the correct person in the drop-down under Sharing, then click Add Share.

How to adjust stops in a route?

Adjust Stops. To adjust and optimize the route, click the Routes tab of the Control Panel to access all the stops you just added . To change the order of stops, click and drag the marker icons to rearrange the order of stops. You can move a stop to the beginning or end by clicking the Options icon (three dots).

Is Geopointe a new model?

Note : In October 2019, Geopointe released a new Route Sharing Model. Organizations who downloaded Geopointe prior to that release must complete these steps to migrate to the new Route Sharing Model described below. We strongly encourage this because the new model aligns with the Salesforce Security Settings. If you choose to remain on the old model, follow these steps to share Routes.

Can you use Geopointe in Salesforce?

Using Geopointe in the Salesforce mobile app, you can launch saved Routes to a navigation or rideshare app, make adjustments to saved Routes, and create new Routes. Learn more about Salesforce Mobile App Routing.