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!!

      71 votes
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        under review  ·  9 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 →
          • Creating a sub folders under the Shape folders

            It would be great if we can have ability to create sub folders for the Shape folders. This will make us to organize the territories better.

            44 votes
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            • 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.

              44 votes
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                3 comments  ·  Mapping  ·  Admin →
              • Allow SOQL Filter on Assignment Areas (not just Plans)

                The documentation explains how to use SOQL filters when setting up a Geopointe Assignment Plan.

                However, the documentation is silent about whether SOQL filters can be used at the individual Geopointe Assignment Area level. I do see that the GP_Assignment_Area custom object has a SOQL Filter field. But, puting a SOQL filter in here does not work (yet). I understand this is a future roadmap idea, so I am adding it here to vote for it.

                I want to create a Geopointe Assignment Plan where records having certain criteria get assigned to certain areas, and records having other criteria get…

                33 votes
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                • 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
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                    0 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.

                    31 votes
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                    • 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.

                      30 votes
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                        acknowledged  ·  2 comments  ·  Mobile  ·  Admin →
                      • 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…

                        29 votes
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                          planned  ·  5 comments  ·  New Concept  ·  Admin →
                        • 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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                          • Adding a route to a SF user's calendar

                            We would like the possibility for a user to affect a route to another user calendar in Salesforce. By specifying a day the whole route would be added to the user calendar with the time specified in the route.

                            25 votes
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                              under review  ·  2 comments  ·  Routing  ·  Admin →
                            • 25 votes
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                                4 comments  ·  Mapping  ·  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.

                                23 votes
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                                  under review  ·  4 comments  ·  Mapping  ·  Admin →
                                • 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 →
                                      • 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
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                                          under review  ·  1 comment  ·  Routing  ·  Admin →
                                        • Geo Library Shapes using 3 digit zip/postal code

                                          The Geo Shapes mapping feature is very useful and has a good deal of ways to define the shapes based on State, zip/postal code, etc. A noticeable downside is increased lag as the layers become more granular. This is especially problematic when creating large shapes based on full zip/postal code.

                                          A great addition to the Geo Library Shapes would be the ability to create layers based on 3 digit zip/postal code (e.g. 928**). This provides a good level of granularity and reduces the complexity when creating larger shapes layers (e.g. Sales Territories/Regions).

                                          19 votes
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                                            1 comment  ·  Mapping  ·  Admin →
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