Geopointe Ideas

How can we improve Geopointe?

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  1. 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
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    planned  ·  3 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  2. Choose different marker sizes

    I would like to be able to use smaller markers/pins on the map, especially when mapping larger data sets in smaller areas, or larger sets across the US

    16 votes
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    4 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  3. Work with multi-currency monetary fields

    When working with Salesforce's multi-currency settings, the adjusted amount is not officially a field, just a returned value included with the field it's been applied to (such as the Opportunity Amount field). Unfortunately, Geopointe reads in the actual amount, not the adjusted amount, so any aggregated currency information is not correct. It would be great if the currency fields could tap into the multi-currency functionality so that the aggregates are an accurate representation of revenue and opportunity amount.

    15 votes
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    under review  ·  2 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  4. Area Code

    On behalf of a customer- Can we get US area codes in shape library?

    14 votes
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    planned  ·  0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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 votes
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    2 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →

    The 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.

  6. Toggle current weather on and off

    With our business we are constantly monitoring the weather. To be able to visually see certain account in certain regions and toggle the weather as you can with the traffic on and off would be awesome. Would need a live weather feed from Weather channel or some outside source.

    13 votes
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    under review  ·  0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  7. Allow non-geopointe Admin users the ability to create folders

    Rather me the Admin creating folders for user, I would love it if my Sales reps could create their own folders to stay organized. I understand the modeling around folders work like Report folders in SF, but it be nice if my sales reps could share folders with one another. This would limit some of the administration around creating folders, sharing, etc.

    12 votes
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    under review  ·  3 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
  8. Provide a "Check-In" option that doesn't write the Comments to the Subject field.

    Our sales manager just noticed that his "Activity Reports" are no longer easy to read because of the way Geopointe codes the check-in?

    - The "Comments" are added to the end of the "Subject" field
    - This skews the Activity reports that are grouped by that "Subject" field because there are now "too many" unique subjects?

    What do you recommend as a fix for this?
    - Is there a way to not have the comments saved/appended to the Subject field?
    - Is there a way to "dynamically bucket" the subject in a report?

    11 votes
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    2 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  9. Search nearby an entered address

    One of the things we use Geopointe for is to advise end-users about the nearest resellers. This currently requires 2 steps: 1st enter the end-user address in "address and places" search, 2nd switch to the Dataset search to search for accounts "Nearby".
    It would be great to be able to do this in one flow, i.e. to have the possibility to search for an address on the Dataset search tab under the Nearby option.

    10 votes
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    under review  ·  0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  10. Is it possible for an superior to show which routes his team has for today on the same map.

    Is it possible for an superior to show which routes his team has for today on the same map. For example:

    Tijmen is the Senior accountmanager
    Bram and Rob are the Junior accountmanagers

    Tijmen would like to view what the planning is for today. On this moment he wants to see in the map his own route. But he would also like to add the routes of Bram and Rob. So he would know in which zone which accountmanager is available.

    He would see on the map thee routes, the route of himself, Bram and Rob. If it is possible…

    10 votes
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    needs more feedback  ·  1 comment  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  11. Add Geopointe map to records in SF

    This might already be possible and I just can't find it? We'd like to be able to use the Geopointe map from our SF records (e.g. replace the native map icon on contact records with the Geopointe map). We have this ability in the desktop version of SF, but not in SF1. For example, from a contact record in the desktop version of SF we have a Map button, that when selected, drives the user to a Geopointe map centered on the contact record we just left. However, in SF1, we have a native mobile map icon that does not…

    10 votes
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    0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →

    Understood. We only have so much control in Salesforce1, but will begin to have more and more over time. One option now is a “mobile card” that exists on a page layout. We’ll look into it and see if the map from the web version can simply be enabled for mobile and, if not, look into a mobile option.

  12. Include congressional district information

    When geocoding an address also bring back legislative districts such as US House, State House, State Senate. City level information would be fantastic too.

    9 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    You are asking about data appending services, which we are investigating. More immediately, we will be providing the Congressional District boundaries for you to lay onto the map and then search inside of.

  13. 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.

    9 votes
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    needs more feedback  ·  3 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  14. Continuously show Field names in columns while scrolling down in the Mapped Data list view

    Submitted on behalf of Customer via support case

    When you search a data set with a large number of fields, it can be hard to keep track of which field's column you are looking at in the Mapped Data list view. Customer suggests possibly keeping the field name above the values dynamically while scrolling down through the results, so that they can more easily keep track of which field column they are currently viewing values for.

    8 votes
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  15. Would be great to save lists to "trips" that you could call back up--something like the add to Campaign, but would work with Accounts.

    It would be great to save lists to "Trips" that you could call back up--something like the add to Campaign, but would work with Accounts. "Trips" should be a reportable object within Salesforce.

    7 votes
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    2 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →

    We are confused by the term “Trips”. Can you clarify?

    From the description you gave, it sounds more like you are looking for a way to save lists of data you map in order to retrieve them again, but allow them to be against any objects (e.g Accounts) and not just leads/contacts like Add to Campaign. Is that right?

    Regardless of the name, it’s the ability to let you take results from the map and save them off somewhere so you can utilize them again, is that right?

    If this is the idea, we do like it, but might call it something generic like a “List”, but we get the idea.

    Another idea, if you like it…

    Salesforce currently has a feature (kind of new) called Topics for Objects. Suppose we were to have Geopointe check whether you’ve enabled topics for the object you are mapping and, if so, allow…

  16. 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
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    planned  ·  0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add census tracts to geo library

    It would be incredibly helpful to have census tracts as a shape you can select in the geo library (like zip code, congressional district, etc). It would help us target properties that could be eligible for specific federal programs.

    8 votes
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  18. Create a routing report including travel time and appointment time

    We would like to be able to see a report that lists the appointment times and the travel times of a designated route including other custom fields. We want to be able to view or print a snap shot of a route without having to look at the both the route held in Geopointe and the mapping report.

    Currently, you can see the route with the appointment times, or see the GPS routing with the mileage and travel times, but you can't see a combination report of both the appointment time and travel time. For example, when planning a demo…

    8 votes
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    0 comments  ·  Routing  ·  Flag idea as inappropriate…  ·  Admin →
  19. Option to Modify label font styling and font size on Map

    Currently we have an option of adding labels to the shapes but if the shapes are too close the labels are overlapping and they can't be read so it will be great if there is a way we can modify the font size and style on the map to make it look much clear.

    8 votes
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    0 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
  20. Edit shapes from the Library

    It would be great if after saving a shape from the shape library you could edit it like you can with a drawn shape. For instance if a sales rep's territory is an entire state and a bit of one next to it (bordering metro area, large town near the border of a big state, etc)

    8 votes
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    2 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
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