Geopointe Ideas
14 results found
-
Increase Search Limit in SF1
Right now, when a user maps a dataset in Geopointe in the SF1 app, only 100 records can populate at a time. Most of our users have large territories to manage and usually do so on the mobile app out in the field. It would be ideal for them to have visibility into their entire territory rather than just 100 contacts.
8 votes -
Allow field set for Assignment Area page layout.
On the assignment Area object there is a User field that we can use to assign the owner of a record. We are finding that in our territories we need to assign more than one user to different fields. A manager field, a partner user field... ect. I can create a new user lookup field and then in our Process Builder automation I can trigger an update to the field. The problem is that the users cannot update the new custom field on the Assignment Plan because it does not show up on the Assignment Plan edit page.
if you…
6 votes -
Action to create Task or Event in Modular Window
Action button or link to create a Task or Event in a Modular Window.
When I try to create a Task/Event button or link as a modular window, the window comes up blank. Creating a Task or Event in a modular window would be more efficient and user friendly than opening a new window each time.1 vote -
Add support for interactive legend when there are multiple pins at one location
Would be very useful to have the interactive legend functionality work when there are multiple pins at one location. Currently the feature only works when there is only one pin at a location.
5 votesYup, this is a bug. :-) Should be fixed in a patch release soon. Will update this idea when the patch fix is release.
-
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 Cloud Sales Console Integration
When do you plan on integrating your product with the Sales Cloud Sales Console? This integration should allow a contact in your list to open a new tab within the Sales Console as well as allow click to dial from your list.
3 votes -
Create the route then add to SF
Currently I pick my accounts by mapping a single account and then select accounts within a designated area. It comes out to 6, 8 10 depending on the distance. once I see it mapped I go back into Salesforce and create a New Event for each one. Once the New Events are created I go back to GEO and Import them in. It would be nice to only do this once, Geo to SF instead of the other way around.
4 votes -
Area Code
On behalf of a customer- Can we get US area codes in shape library?
14 votes -
Color Map Markers by Date Buckets
Be able to color code markers based on a range of dates when using a date field i.e. between 2/1/15 and 2/10/15 = Blue. Dates after 2/10/15 = Red. Currently, each marker represents a unique date.
1 vote -
Salesforce1
Provide the ability to put the Geopointe map "button" on Salesforce1 mobile layouts. For example, we currently have the default Google maps button on our mobile layouts, but we want to use the Geopointe one just like we do via Salesforce browser.
13 votesThe Publisher Actions (similar to a button from the normal UI) are a bit limited, but we have discovered an approach that will remove the limitations. We’d love to provide a Map action from a record in Salesforce1 and bring the user to that location in the map page. We fully plan to do it. This is in Planned status for now while we do some prototyping.
-
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 -
Creating Defined Territories with Colored Polygon Shaped Layers
I think it would be great if we can define territories based on specified colored polygon shaped layers that can be customized. For example, if I had a liaison in the LA area that had a defined territory based on the shape we define on the map, and not by zip code or something, it would help with visualization.
17 votes -
Make it easier to analyze check ins
Our team uses Geopointe Mobile and our users are checking in. I am able to setup Check Ins as a Map Object now to view them on the map, but it seems like a more customized UI for this purpose could be created.
6 votes -
Make some default shape files available
There are lots of shape files on the web, some better than others. It would be great if Geopointe had a curated list of shape files that we could just pick from and have them added to Analytics. For example, Timezones, US Congressional Districts, Countries, etc. Shapes that would be used by a wide variety of customers.
18 votes
- Don't see your idea?