Geopointe Ideas

How can we improve Geopointe?

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  1. 1 vote
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    • Remove layers from Salesforce1

      With the new release you can add multiple data set layers within the Salesforce1 app. Unfortunately, I can't see how you can hide or remove an layer.

      4 votes
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        under review  ·  1 comment  ·  Mobile  ·  Admin →
      • Aggregate Data by State/Province

        For marketing purposes, I would love to have a map that shows all the accounts we serve in each state/province in the US and Canada. It would be great if, instead of a single pin for each account, I could have a marker in each state labeled with the number of accounts served in that state. Even cooler would be if the markers were large for states with a lot of groups, and small for states with fewer groups.

        5 votes
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          under review  ·  1 comment  ·  Mapping  ·  Admin →
        • Pick and choose which sub shapes I want as part of my territory

          Let’s say I have all county shapes showing in the State of North Carolina. I want to pick and choose which ones I want to keep on the shape. I'd like to go one by one and click remove when needed. Even a way to pick multiple counties at a time and/or remove multiple from map when needed.

          10 votes
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            under review  ·  1 comment  ·  Mapping  ·  Admin →
          • 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  ·  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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              • Allow for NAIC Code Prospect Search

                Being able to use the latest search feature to find new prospects and locations via NAIC code would be invaluable to businesses that generate prospective customers based on their specific line of business. Integrating this with your advanced mapping tools would greatly increase the efficiency of on-the-go searches for nearby businesses.

                7 votes
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                  under review  ·  3 comments  ·  New Concept  ·  Admin →
                • 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.

                  9 votes
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                  • 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  ·  Admin →
                    • chatter on check in

                      Ability for a user to @mention someone (i.e. their manager) in their check out post. This way their manager is quickly notified of how the meeting went. Avoids use of email.

                      7 votes
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                      • 3 votes
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                        • 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.

                          10 votes
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                            under review  ·  0 comments  ·  Mapping  ·  Admin →
                          • combine / run multiple searches on map at once

                            I have to run 8 separate searches (with "clear map on search" disabled) to get the picture I'm looking for.
                            there should be a way to mark all these and run them at once.

                            2 votes
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                              under review  ·  0 comments  ·  Mapping  ·  Admin →
                            • Add search capability to look up accounts and contacts from Salesforce directly from Geopointe

                              It would be great to have a search option within Geopointe instead of having to search from Salesforce and clicking the "Map" button. It would also be a great addition if I could search for multiple records by name (also within geopointe) and see the pins on the map.

                              6 votes
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                                under review  ·  0 comments  ·  New Concept  ·  Admin →
                              • Share routes with groups or roles.

                                I need to share multiple routes with a group of people everyday and would be more efficient if we could share the route with a group or a role.

                                2 votes
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                                  under review  ·  0 comments  ·  Mapping  ·  Admin →
                                • Allow an admin to set a company's map default start position.

                                  Use Case: Internal users are assigned to a specific geography, and they work out of the same location. Would be nice to set their default starting position to either the US or their specific geography before they ever go to the map the first time.

                                  1 vote
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                                  • 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 →
                                    • Allow uncompleted shapes AKA lines to be drawn and saved on map.

                                      Ability to draw/save lines on map. This is helpful for storing depictions of linear assets (roads, railways, pipelines, etc) which are not by nature polygonal. It would be handy to be able to save a line in the shape field, similar to polygons. Perhaps the line would be completed by double clicking on the last vertex.

                                      This is possible to some extent today by creating a polygon which doubles back on itself precisely, such that a "zero width" polygon is form. For example, such a "line" polygon would have coordinates as follows: [[[Point a],[Point b],[Point c],[Point d],[Point e],[Point f],[Point g],[Point…

                                      2 votes
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                                      • Add ability to color Geoshapes based on parameter

                                        It would be cool to have the ability to add Geoshapes from the library and than color those shapes based on the resulting records. For example, I might add a layer containing all counties in California, and than would want to color counties green when combined revenue exceeds 100K, yellow for 50-99K, etc.

                                        posted on behalf of customer

                                        4 votes
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                                          under review  ·  0 comments  ·  Mapping  ·  Admin →
                                        • Splitting a Search into Routes

                                          In our business, we carry out something called a Blitz Day. Basically we take a few Sales people, do a radius search around one of our locations to find prospect customers, then the team split into mini teams and go and visit these customers with there own unique route.

                                          This was done using excel, but GeoPointe was bought to replace this, but I can't seem to do it... certainly not easily anyway.

                                          My request is, once you have done a radius search, for there to be an option to split this search up into an equal number of routes. either…

                                          2 votes
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                                            0 comments  ·  Mapping  ·  Admin →

                                            Matt, really like this idea. In terms of us adding a feature, your last suggestion of having a “Add all to Route” action inside the menu of a drawn shape is the quickest to implement and gives you a foundation for what you need. We are looking into this and did add it as a feature in our dev system.

                                            One idea for a solution right now would be to use the Change Owner feature. Could you use that to outline a shape and change the owner for the different users that will run the route? Then you could do new queries for each owner and Add All to Route. Or, better yet, you could have them run a My Accounts type of search when they are logged in and do it themselves. Just a thought.

                                            We like the idea you proposed, but wanted to give you an option for…

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