Geopointe Ideas
248 results found
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Show count on thematic map shape (without hovering over)
Add a thematic map setting that lets you create a static version where the data is shown on the map for all shapes at the same time instead of one by one as it is now. Basically, a label that shows record count instead of having to hover over the shape to get insight (i.e. record count, aggregate info)
1 vote -
Filter Option for Users appearing in Sharing Picklist for Route Sharing
For purpose of Route Sharing, there is "Sharing" Picklist provided, which holds all GeoPointe Users, with whom Route can be shared by selecting user and clicking on "Add Share" button.
But when user base is large, and it involves different category of user sets, it becomes challenging to search user from Particular team or set and assign Route to intended user.
So there should be an option to Restrict/Filter users appearing in search within Sharing picklist.6 votes -
Census information demographic for Canada
Data demographic for Canada would be useful, as the demographic only seems to be for US right now.
4 votes -
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 -
Support for demographic data for Japan
Please add demographic data layers for Japan. Data sources can be found at https://www.e-stat.go.jp/en
3 votes -
Delete route button only on routes can delete
Delete route button should only be displayed on routes that that user has permissions to delete.
1 vote -
Bigger Delete Route Button
Delete button on routes should be bigger and not so close to the edge of the screen as it makes it difficult for the users to click especially for those users that are walking door-to-door in the cold/rain. We have experienced users have to try multiple times to delete a route as if it's not clicked on exactly, the app thinks you are trying to load that route.
2 votes -
reporting and views for shapes
Provide the data in an organized way to have a directory search on shape name with drill down to sub-shapes for reporting/views. For example: Shape = Sales Territory(Sales Executive) and sub-shape = all of the zip codes assigned to the territory.
2 votes -
Report-Based Data Set enhancements
If a report is grouped by a field, when creating a data set based on that report, use the grouping field as the "color by" field
1 vote -
Select only current page records in GeoPointe lists.
When users load data sets and there are thousands of records, and if records don't have street address on them with just city and state all the records are displayed at one single point on Map. It will be nice if we can use the lists down below to distribute those records among different users. Currently if we select all, all the records are selected rather than just the current page.
Ex: if there are 10 pages. If I do select all, all records in those 10 pages are selected. We need the ability to only select the current page…4 votes -
Need hyperlink alternative for the marker popup screen
Default behavior for marker popup screen 'Label' is to be as a link, which uses the href as '/sfdcid' but the same doesn't work in case of communities especially with lightning templates and results in bad url.
Need to have the flexibility of showing the name as link or plain text, should be configurable.
6 votes -
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 -
Add the ability to create custom titles/description in legend for dates
For example, instead of a date range, the description could be changed to "Transition Period" or "Not visited in the past 6 months"
1 vote -
Report on all Active Users with Geopointe Licenses
I need to be able to have a report that simply shows all Active Users with a Geopointe license. I would include the Geopointe User Usage but would also need to see active users that have no usage.
3 votes -
For the markers on the Map, is there a way we can use a formula?
On the mapping of a data-set, having a multi-field option with images would be awesome, or having a formula that wouldn't be on the actual salesforce object would help us.
Something like, maybe that last image needs to be a boolean but that is where I was thinking it would be nice to have, with the ability to only show only one image group to focus on the leads/account/?? in that area.
if (x1 & y) = image 1
if (x2 & y) = image 2
if (x3 & y) = image 3
if (x1 & !y) = image 4…1 vote -
Show "Drive Time" as column in Mapped Data when running data set by Hours (Driving) or Minutes (Driving)
I was looking for some of this functionality a couple weeks ago and was surprised it doesn't exist. I ran a data set within a set range of Hours (Driving). I was disappointing to see that the list of Mapped Data didn't include driving times to each location within the mapped data set the same way it shows Drive Distance. The purpose, in our case, would be to get a snapshot of the time spent commuting from a central dispatch location to each worksite.
1 vote -
Add and view fields in route list view without having to expand
Our reps visit about 30-40 customers a day and require the ability to see more fields right from the route list view without having to expand each record. They need to see not only the customer's address but other information at a glance, such as appointment date and time, sales leads and the products the customer so that they can have a view of their territory for the day and not miss those they have made appointments with, as well as those that are new customers with leads. It would be nice to either have the fields from the data…
5 votes -
Attendance report monthly through mapping and door devices
Hello,
I have an idea of calculating the report monthly for employees to check in. putting a device on doors so an application could detect the entrance of employee from his mobile. i worked on this project through my Masters degree in business. it is somehow a concept like Amazon Go.
In the near future the automated system after developing will help in using it more than finger prints and cards swiping. i have a brief and some other features in mind for this to be used in all firms.
Waiting to discuss it with the developing department.
Regards,
3 votes -
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 GPAssignmentArea 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…
34 votes -
Add Global/Quick Actions or Merge Variables
It'd be helpful to be able to use Salesforce Global Actions or Quick Actions as a Map Action. We have mapped a Junction Object and want to use variables from the junction record to perform an Action without having to configure Visualforce.
1 vote
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