Geopointe Ideas

How can we improve Geopointe?

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  1. 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.

    81 votes
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      under review  ·  8 comments  ·  Mapping  ·  Admin →
    • 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!!

      65 votes
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        under review  ·  8 comments  ·  New Concept  ·  Admin →
      • Place your own point inside of a custom shape and show the distance to all of the other data points.

        Place your own point inside of a custom shape and show the distance to all of the other data points.
        (Example) If I use the nearby search and you are next to a river, things that show up as close are actually very far away to get to on the other side. Just take more time to use.

        54 votes
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          acknowledged  ·  2 comments  ·  Mapping  ·  Admin →
        • CBSA: Geocoded Census Core Based Statistical Areas Codes and Titles

          Currently Geocode information includes parsed and standardized information, in addition to the geocoded information, such as Street(clean), City(clean), State/Province(clean),Postal Code(clean),Country(clean),County(clean).

          Are there plans to include Geocode information by address or lat/lon to include identifiers for Census Core Based Statistical Areas (CBSA) Codes and Titles (ie. "CBSA Code(Clean)", "CBSA Title(Clean)")?

          50 votes
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            acknowledged  ·  0 comments  ·  Mapping  ·  Admin →
          • Add capability to "save" a map

            It would be ideal to have a method for saving a map view. For example, if I zoom the map to my desired location, add a few data sets, and add some shapes, it would be great to capture that map state. That way I can open the map without having to search for my data sets, re-add desired shapes, etc.

            36 votes
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              3 comments  ·  Mapping  ·  Admin →
            • Allow Reports as Filter sources for a DataSet

              Use the resulting records from a tabular report as the source for a dataset. Reports are already created for sales goals, call plans, etc. Using these as a dataset would make it easier to focus on the most important customers as "pre-defined" via reports.

              28 votes
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              • Upload custom shape files to Analytics

                Allow customers the ability to upload their own Shape Files to Analytics without needing to work through Support.

                26 votes
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                • color and icon by diferent fields

                  I'd like to be able to display more information on the map at a glance. Setting pin color as a function of a criteria is great but I want my user to pay attention to a second criteria.

                  Would it be possible for the icon to be set as a function of some other field, that way a user can get 2 different info by looking at only one pin.

                  26 votes
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                    under review  ·  2 comments  ·  Mapping  ·  Admin →
                  • Import shapefiles into Geopointe

                    Many customers use programs like ArcGIS to create territory boundaries that may or may not lines up with government boundaries. Rather than having to redraw those in Geopointe, it would be nice to be able to see and interact with those on the map.

                    25 votes
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                    • Export formal reports - reporting feature.

                      A formal reporting feature within Geopointe would be helpful. I'd like to take the data and map and be able to export it into a report that would be clean and easy to read for our reps out in the field.

                      22 votes
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                        5 comments  ·  Mapping  ·  Admin →
                      • Add option do remove markers from the maps after they are added to the route.

                        This would help when creating routes using big datasets (not allowing to add duplicates)

                        21 votes
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                          1 comment  ·  Routing  ·  Admin →
                        • Choose Calendar to Import to Route / Map

                          New import calendar feature is nice but it only allows you to map our own calendar. We have a call center who schedules appointments for our providers. They need access to import the provider's calendars rather than their personal calendar (ideally, with the ability to overlay multiple calendars on the screen) so that they compare accounts in the area and appointment availability.

                          Solution: add lookup field for user's to select which user's calendar to import.

                          21 votes
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                            under review  ·  4 comments  ·  Mapping  ·  Admin →
                          • Layers and Shape in Salesforce1

                            The ability to use KML files or shapes in Salesforce1 would be very useful.

                            For example, if a customer uses layers to distinguish neighborhoods, and they need their outside sales team to say within certain boundaries, it would be useful to see the boundaries of that area on the mobile device, that way they know if they've gone out of their area.

                            21 votes
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                              acknowledged  ·  0 comments  ·  Mobile  ·  Admin →
                            • Ability to save a specific search

                              Data Sets are great and very flexible, but I'd love to be able to save a detailed search. Perhaps I want to regularly search 50 miles around a specific address and color the pins by a certain field. I'd love to be able to bookmark that situation and run it rather than having to recreate it manually.

                              It's not difficult to recreate the search, but being able to save those very specific searches could be nice.

                              20 votes
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                                under review  ·  4 comments  ·  Mapping  ·  Admin →
                              • Utilize multiple fields in marker creation

                                We would like to use "Account Rating" and "YTD Sales" in determining the colors and shapes that our pins take on the map. Currently you can only leverage one field in creating data set markers ("Color by Field"). Would like the ability to define data set markers using multiple fields.

                                19 votes
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                                  Thanks, Kirk. We will review this. However, there is something you can implement right now and accomplish what you want and that’s to use Salesforce Formula Fields.

                                  For many things, we try not to reinvent what’s already in Salesforce and suggest you use the power of the Salesforce Platform to accomplish certain things and then point Geopointe to it. Oftentimes, it beats waiting for a vendor to implement something for you. :)

                                  I do see value in our app having this feature specifically, so I am marking it as Needs More Feedback to get others to chime in. We are open to building this so you don’t need to do all that I suggest below this.

                                  What I suggest for right now are two formula fields actually. The reason for this is that I’d see value in one of them for other purposes like Salesforce Reports. May as well get…

                                • 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.

                                  19 votes
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                                    under review  ·  1 comment  ·  Routing  ·  Admin →
                                  • Save a data set or shape "membership" to a Record

                                    My Sales Reps would like a way to save their shapes and data set information to a record. For instance, if there are 20 Accounts in Shape #1, those 20 accounts would somehow be marked as being in that shape. This could allow reporting and account management by region/group. It could also make shapes available on the Mobile App.

                                    It would be best if you could choose to mark the record as part of the shape so you wouldn't just have everything automatically push to the record. Similar to "Add all to campaign" but maybe you could pick certain shapes…

                                    19 votes
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                                      1 comment  ·  Mapping  ·  Admin →
                                    • 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
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                                      • Sales Territory Realignment, Reassignment, and Optimization

                                        Create several additional features, but all striving towards similar objectives:

                                        1. 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.

                                        2. Quickly lasso (or polygon select) accounts/markers on a map and provide summary information/analytics on those accounts.

                                        3. 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…

                                        17 votes
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                                          planned  ·  2 comments  ·  New Concept  ·  Admin →
                                        • Routes subfolders

                                          Currently, previous or saved routes are shown as one continous list under "My Routes". I would like the abliltiy to create subfolders within the "Routes" tabs for the different territories I manage to see when territories were visited last and the area that was covered. Similar to creating subfolders within Data Sets.

                                          17 votes
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                                            planned  ·  3 comments  ·  Routing  ·  Admin →
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