Geopointe

Unlock the Where in Your Data.

Geographic Searching & Analysis

RUN YOUR BUSINESS FROM THE MAP

Geopointe makes your data actionable. The map adds that extra dimension a list view or report cannot: a geographic understanding of where your records are and how they relate to each other in proximity. Geopointe location-enables Salesforce and yields analytical insights by applying geography to your business processes.

Shape Library &
Shape Editor

EFFICIENT TERRITORY CREATION AND GEOGRAPHIC INSIGHT

With licensed data from all over the world, Geopointe provides a rich set of boundary data to use for searching, managing territories and coordinating location-specific processes. In addition, the Geopointe Shape Library allows users to create their own shapes with a visual editor to get an at-a-glance perspective on relative size and relationship of territories, nearby landmarks, and whether shapes fall into certain zones.

Calendar-Based Scheduling

GET A GEOGRAPHIC PERSPECTIVE OF YOUR SCHEDULE

Manage any user’s schedule visually from the map with geographic insight using Geopointe’s dynamic Calendar-Based Scheduling interface. Use location insight to plan appointments for yourself or an entire team, plus fill in schedule gaps with new appointments from the map while you’re in the field. Get a clear view of your schedule by day, week, or month – you choose.

Salesforce Mobile Ready

Geopointe for Salesforce mobile has a robust set of features that can be used on any mobile device.

Routing & Optimization

Geopointe can build routes from any mappable data and even optimize travel.

Lightning Ready

Geopointe supports the Salesforce Lightning Experience with Lightning Components.

CSV Layers

Import CSV files directly to the Geopointe Map, without standard Salesforce import method.

Visual Shape Editor

Create shapes from predefined boundaries utilizing Geopointe’s powerful visual editor.

Automated Assignment

Simplify your lead distribution or territory assignments with Geopointe’s Automated Assignments.

Check In & Out

Mobile users can easily check in and out of their stops, confirm their location and log information about their visit.

Marker Customization

Customize your markers by color, shape, text or even custom image files.

Geopointe Shape Library

Create shapes with our rich set of boundary data and use those shapes for any number of business applications.

Geocode Data

Using Google’s geocoding technology, Geopointe will geocode your Salesforce data.

Thematic Mapping

Gain visual insights with the ability to rollup a metric for any given data set and group results by geographic boundaries.

Google Places

Locate businesses and landmarks anywhere in the world with a quick search on the Geopointe map.

Heat Mapping

Create heat maps of numeric concentrations based on record count or any numeric field values.

Mass Update

Simply update a field to a specified value for mapped records at once.

Change Owners

Quickly change the owner of one, some, or all of your mapped records with a few clicks.

Demographic Layers

Using US Census data, gain a rich source of demographic data along with a deeper knowledge of a target market.

Create Record

Create Salesforce records from any record, address or place on the map, leveraging the location and other available information.

Inline Editing

Honoring Salesforce permissions, users can update records right from the Geopointe map.

KML Layers

Geopointe supports KML, KMZ and GeoRSS files, allowing users to add external data layers to the map.

Add to Campaign

Quickly and easily add your mapped records to a Campaign.

Charting

Geopointe’s interactive charts allow for additional analysis in the Geopointe interface.

Complex Filtering

Add another dimension to your data by mapping records based on their relationship with other objects.

Number Aggregate

Instantaneously get dynamic metrics for any Currency, Number, or Percentage fields in your data set searches.

Apex API

Perform radial searches, calculate distances, perform real-time geocoding with Geopointe’s API Apex Class.

Exporting

Export your mapped results to CSV or KML file types using built-in actions.

Mobile Preferences

Users can choose their preferred navigation app or choose Uber or Lyft ridesharing.

URL Parameters

Perform various tasks through Geopoint with the creative use of URL parameters when loading the Geopointe page.