Geopointe Ideas
240 results found
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Prompt me to create task when Checking out
Often times my Sales reps will need to create a open task upon check-out. We would like the option for Geopointe to prompt users on wether they'd like a task to be created upon check-out.
3 votes -
Remove the Limit Search
When working on getting the big picture for an area, it would be nice not to be limited to only 20. Working in a small area that may be ok. But being able to see all the coffee shops in a metro area would be much more helpful.
7 votes -
Import a csv or excel file with address to display on map to add to route (without adding
Import an excel or csv file with addresses to display on map so reps can use it for route planning or adding to route (without having to add to SF).
Our reps have their own competitor lists (that we do not always want to add to SF unless it is a closed sale) but they still want to display it on a map and be able to see how close to our customers they are near.
Currently some of our reps use BatchGeo for this function.
9 votes -
The ability to use Assignment Plans for lead assignment rules.
We allocate leads via the Salesforce lead assignment rules when they come in off of a web form.
We would like to replace our current method of assigning them through a number of rules with the Assignment Plans functionality, but right now the process of geocoding and assigning doesn't handle the process quick enough to do so.
7 votes -
Sales Territory Realignment, Reassignment, and Optimization
Create several additional features, but all striving towards similar objectives:
Optimize the number and placement (territory boundaries) of sales associates according to account potential|prospects|accounts and constrained by workload|call time, travel time, and drivability, while simultaneously minimizing account disruption.
Quickly lasso (or polygon select) accounts/markers on a map and provide summary information/analytics on those accounts.
Apply what-if analysis/scenario-building/ad-hoc “digging” with respect to re-drawing territories. Concretely, plot accounts and prospects for associate A and B and then let me tag (or lasso select) a subset of accounts from associate A and see “what happens” as a result of assigning that subset to…
32 votes -
Ability to show multiple routes on the same map
It would be helpful to be able to show multiple routes on the same map, so for example if I wanted to share with someone where I'll be next week, I can share a map with the 5 routes showing.
13 votes -
Enable printing of a mapped dataset
We have many users who would like to print out a mapped dataset (without having to map a route and save to pdf, etc.). They use the print out as a reference while they work in other applications, etc. They'd like to be able to print right from the map and get something similar to the attached.
85 votes -
Allow for maps to be externally embedded on company website
One of our uses for Geopointe is as a store locator. We are always adding new stores to our company's public website whereas our private internal map is hosted by Geopointe based on custom fields. It would be really nice if we could embed the map of our accounts on our website so that it could be controlled from within salesforce instead of having to manage the map outside of salesforce. If there were an HTML embed code for each map data set collection allowing the map to be externally embedded that would be huge for us!!
74 votes -
Calculate Total Mileage
Ability to calculate mileage based on Salesforce meetings/calendar. Export the route and mileage either daily/weekly etc. Big time saver for salespeople in the field that need to submit mileage type expenses.
20 votes -
Drive thematic maps legend by specific totals
Add a thematic map setting that allows for the legend to have the specific totals, not just a range.
4 votes -
Button lookup field using Lightning lookup instead of classic
When we create an "Add new" button in Geopointe, and the layout contains a lookup field, the lookup field is still using the classic "Magnifying glass" method.
It would be better to change this to the lightning lookup so the user experience is consistent for users more familiar with lightning.6 votes -
Same location marker setting driven by State or other criteria
Add a ‘Same Location Marker’ setting that allows you to define the same location based on criteria such as State, not just the exact same location.
1 vote -
Show count on thematic map shape (without hovering over)
Add a thematic map setting that lets you create a static version where the data is shown on the map for all shapes at the same time instead of one by one as it is now. Basically, a label that shows record count instead of having to hover over the shape to get insight (i.e. record count, aggregate info)
1 vote -
Filter Option for Users appearing in Sharing Picklist for Route Sharing
For purpose of Route Sharing, there is "Sharing" Picklist provided, which holds all GeoPointe Users, with whom Route can be shared by selecting user and clicking on "Add Share" button.
But when user base is large, and it involves different category of user sets, it becomes challenging to search user from Particular team or set and assign Route to intended user.
So there should be an option to Restrict/Filter users appearing in search within Sharing picklist.6 votes -
Census information demographic for Canada
Data demographic for Canada would be useful, as the demographic only seems to be for US right now.
4 votes -
Assignment Plans should allow individual criteria for multiple plans in the same org
Currently in order to have multiple assignment plans, you need to have either multiple custom fields or a junction object, even if the SOQL query has different criteria for the plan. The order of operations should be to leverage the query to identify unique records then leverage the same field. Currently we need about 8 assignment plans and the only option is to create 8 fields or create a junction object.
32 votes -
Support for demographic data for Japan
Please add demographic data layers for Japan. Data sources can be found at https://www.e-stat.go.jp/en
3 votes -
Delete route button only on routes can delete
Delete route button should only be displayed on routes that that user has permissions to delete.
1 vote -
Bigger Delete Route Button
Delete button on routes should be bigger and not so close to the edge of the screen as it makes it difficult for the users to click especially for those users that are walking door-to-door in the cold/rain. We have experienced users have to try multiple times to delete a route as if it's not clicked on exactly, the app thinks you are trying to load that route.
2 votes -
reporting and views for shapes
Provide the data in an organized way to have a directory search on shape name with drill down to sub-shapes for reporting/views. For example: Shape = Sales Territory(Sales Executive) and sub-shape = all of the zip codes assigned to the territory.
2 votes
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