Use Geopointe on the Salesforce Mobile App.
- 1. Set a Search From location. To search from your Current Location, tap the crosshairs. Your location shows as a blue dot.
- 2. Set a range.
- 3. Tap a Data Set in the list. The Layers Icon displays the number of searches you have on the map. You can tap it to review the Data Sets and their ...
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What is Geopoint Salesforce?
Mapping, Territory Management, Maps, Routing & Analytics, Geolocation. Location-enable Salesforce and empower your team to apply location intelligence to business processes. We integrate Salesforce data with Google Maps to provide geographic insights for sales, ops, execs & marketing.
How do you use a Geopointe?
Jul 29, 2020•KnowledgeSwitch to the Geopointe app. In Lightning, click the App Launcher icon on the left side of the navigation menu, click the Geopointe App, then click the Map tab.Access the All Items list. In Lightning, click the App Launcher, then scroll down to All Items and click Map.
What is MapAnything Salesforce?
MapAnything integrates map-based visualization, asset tracking and route optimization to drive efficiency for field sales and service teams and deliver a better customer experience.
Is Salesforce maps the same as MapAnything?
Salesforce Maps (formerly MapAnything) has proven to be a popular choice for sales organizations looking to up their infield selling game.
How do you map your customers?
Building A Customer Journey MapStep 1: Create Buyer Personas. ... Step 2: Select Your Target Customer. ... Step 3: List Customer Touchpoints. ... Step 4: Identify Customer Actions. ... Step 5: Understand Your Available Resources. ... Step 6: Analyzing The Customer Journey. ... Step 7: Take Business Action.
How do I create a data map in Salesforce?
On the Data Stream detail page or after deploying your data streams, click Start Data Mapping. On the Field mapping canvas, you can see both your DLOs and target DMOs. To map one to another, click the name of a DLO and connect it to the desired DMO.
How to add Geopointe to 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 Selected Menu Items. You can move it up or down to control ...
How to whitelist a domain in Salesforce?
Here's how to whitelist your domain: 1. Use the Quick Find to navigate to the Session Settings page of Setup. 2. In the Whitelisted Domains section, click Add Domain . 3. Enter https://*.lightning.force.com in the domain field, then Save . That’s it. Geopointe for the Salesforce mobile app is ready to go for your users.
The Hypothetical Assignment Process
CleanIt, a cleaning service business, has an online scheduling service where customers can enter their address, desired date of service, and whether the location is a residence or business. They also have hundreds of cleaning providers with overlapping service areas.
Real-time Geocoding
After the online form creates the service request, the first thing that needs to get figured out is where the address is. Geopointe allows admins to turn on real-time geocoding for certain standard objects via the Geopointe Setup UI (user-interface). The Geopointe Apex API can be used to enable real-time geocoding for any object.
Proximity Searches
Proximity is an important factor in many of our decisions. Which service center is closest to the driver? Which home cleaning service with availability is closest the house? Which venue has the highest density of potential customers around it? Our radial search API methods can be used to answer these questions.
Territory Assignments
On the other hand, what if CleanIt needs to define custom polygon service areas for each provider? Geopointe provides a number of ways to manage territories and record assignments. It can be done interactively on the map: add shapes, map records and use the field update or change owner features to assign records en masse.
Driving Distance
We’re almost done! The straight-line distance between two points is easy to calculate and can be useful in the right circumstances. Both Salesforce and the Geopointe Apex API provide methods to calculate it! But straight-line distance can be very misleading at times.
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.
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.
Role-specific tips for using Geopointe today
Whether you’re an experienced admin helping to customize the Geopointe experience for multiple different departments in your organization, or simply an end-user looking for a quick-and-dirty how-to guide for unique use cases specific to your role, we have you covered.
Marketing professional
Bring data to life with dynamic visualization that helps guide the entire practice, including building personas, targeting, event planning, and more.
Inside or Outside Sales Rep
Increase efficiency, preparedness and productivity with critical information at your fingertips: auto-captured data for records, designated territory assignment plans, customized ‘check-in’ forms to record information, and more.
Customer Service Manager
For those who are customer-facing, whether your title is Customer Success Manager, Account Executive or Relationship Manager, Geopointe provides value to your department in multiple ways. Perhaps the most important one is Geopointe’s powerful filtering capabilities.
How much does Geopointe cost?
Starts at $55/user/month with an Annual Commitment. Quantity-based and multi-year discounts are available. Month-to-Month (no commitment) billing is also available. See http://geopointe.com/pricing for details or Contact Us to learn more.
What is location enabled Salesforce?
Location-enable Salesforce and empower your team to apply location intelligence to business processes. We integrate Salesforce data with Google Maps to provide geographic insights for sales, ops, execs & marketing. Click GET IT NOW for a FREE TRIAL.
Does managed package count against org?
Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.
The Hypothetical Assignment Process
Real-Time Geocoding
- After the online form creates the service request, the first thing that needs to get figured out is where the address is. Geopointe allows admins to turn on real-time geocoding for certain standard objects via the Geopointe Setup UI (user-interface). The Geopointe Apex API can be used to enable real-time geocoding for any object. There are a few me...
Proximity Searches
- Proximity is an important factor in many of our decisions. Which service center is closest to the driver? Which home cleaning service with availability is closest the house? Which venue has the highest density of potential customers around it? Our radial search API methods can be used to answer these questions. The Geopointe Apex API has a number of radial search methods. You c…
Territory Assignments
- On the other hand, what if CleanIt needs to define custom polygon service areas for each provider? Geopointe provides a number of ways to manage territories and record assignments. It can be done interactively on the map: add shapes, map records and use the field update orchange owner features to assign records en masse. Users can also use assignment plans to automate t…
Driving Distance
- We’re almost done! The straight-line distance between two points is easy to calculate and can be useful in the right circumstances. Both Salesforce and the Geopointe Apex API provide methods to calculate it! But straight-line distance can be very misleading at times. Particularly in areas of restricted access (e.g., rivers, bays, mountains), the driving distance could vary significa…