Geopointe Ideas

How can we improve Geopointe?

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  1. Make event columns available to export to excel from Geopointe

    When exporting to excel would like to have the ability to add columns from cross object filter.

    Use case: Would like Event Start and End time columns available to add when exporting to excel from Geopointe.

    1 vote
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    • 1 vote
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      • Auto-Select Records on the Map

        Hi guys! I have a suggestion for some new functionality that would be handy.

        It would be very helpful if you could automatically select a record on the map as a result of clicking the "Map" button on that record in SalesForce.

        In effect, if I'm looking at an Opportunity and I click the Map button, Geopointe would load up, center the map on that address, AND select it (The little red checkmark appears over the pinpoint).

        This would facilitate a use case like the following: The user wants to do a mass emailing to all Accounts within X miles…

        1 vote
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          2 comments  ·  New Concept  ·  Admin →

          Hey Joseph, is this a custom apex action? If so, inside the geopointe.ActionRequest object we pass to your execute method contains a map of URL parameters. In here you should be able to pull out the id value. This will be id of the record the Map button was selected from.

        • Include an option for map projections

          Currently all data is displayed in an unprojected (lat/lon) format. This unprojected format works in small areas, but distorts over larger regions making the world look flat. As an ArcGIS user, It would be a great addition to see some of the more common map projections in Spatial Key. Just pick a few of the more common ones from a list like this: http://en.wikipedia.org/wiki/List_of_map_projections

          1 vote
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          • 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…

            • Add Check In Option to reset What Location to Check In Location - Salesforce1

              My company travels around the world, in locations that are often not available via geocoding or where the geocoding location is not accurate.

              We would like the option on Check In to copy the checked in location to the current What location. This could be trigger by a check box (like the chatter post check box), by a distance from What Id threshold, or a more complex set of rules.

              I would do this myself, but the code is locked.

              1 vote
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                0 comments  ·  Mobile  ·  Admin →

                Do you want this to happen all the time or on a case by case basis? If all the time you could write a trigger against our Check_In__c object to copy the values.

              • 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  ·  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.

                • Radial Searches on Multiple Addresses

                  Currently to do a radial search you need to type in the address for each location. Would it be possible to have a data set with multiple locations and do a radial search from each one of those?

                  ie. We have multiple branch locations and want to find all accounts that are within XX miles from each location. Currently I am doing this one at a time.

                  1 vote
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                    0 comments  ·  Mapping  ·  Admin →

                    To include something like this in the User Interface of the Map page, we need more feedback on this.

                    However, we do offer 2 ways you could accomplish this today…

                    1) Write code. Our Apex API class allows you to perform radial searches. If you were to write a batch job to process a list of data, you could get what you want.

                    2) In Analytics. Our Analytics offering has this exact feature. Might be worth looking into. Contact support@arrowpointe.com if you want to try out Analytics. This is a situation where you’d be copying your data to the SpatialKey platform (our partner) and performing what you need in just a couple clicks.

                  • 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  ·  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.

                    • 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 →
                      • HBS data for Performance and Business Environment

                        It would be helpful to include some of the aggregated HBS data for Performance and Business Environment in Geopointe Layers, if this has not already been done.

                        http://clustermapping.us/region

                        If this has been done, please let me know where I may find the information. Thanks.

                        1 vote
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                          Very cool! We’ll investigate. We are moving into bringing more geo-data into the map. Next release is boundary data and will be looking into data feeds and sources like you mention after that. This is a great source. Thanks for posting.

                        • How far can I drive from a location?

                          It would be nice to be able to see a shape on a map of how far I am able to drive in a set time; ie - how far can I drive from an address in 30 minutes. If I arrive early, I can see what else is in the area.

                          12 votes
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                            0 comments  ·  Routing  ·  Admin →

                            We plan to do this, but it’s a matter of time. We know exactly what to do and are seeking out good, reliable sources that can provide us that drive time polygon.

                          • Convert latitude and longitude to Census tract

                            It would be very helpful if Geopointe would determine the U.S. Census tract from the latitude and longitude produced by Geopointe. That would enable us to figure out how many people we are reaching via Census tract and thus compare it to U.S. Census data.

                            1 vote
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                              1 comment  ·  Mapping  ·  Admin →

                              We like the general idea of appending data based upon lat/lon. We are beginning this with the introduction of our Territory Management solution coming out soon and will keep looking into it over time to allow other ways of appending.

                              Getting to the level of a Census Tract (very granular) is not super likely to be an early candidate. We like the idea, but realistically, appending other data would likely come first.

                              We’re leaving this open for more feedback. High demand will push this more to the top.

                            • 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.

                              8 votes
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                                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…

                              • All Locations

                                Currently the Map allows the user to show their own Locations called 'My Locations', which is great, but as an organization with many business addresses, to have these setup for all users would be ideal. So my proposition is to allow the custom views of GeoLocations so they can switch from 'My Locations' to 'All Locations' or other saved views.
                                Basically, carry over the views saved in the GeoLocations tab.

                                Hope that makes sense.

                                Matt

                                1 vote
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                                  under review  ·  2 comments  ·  Mapping  ·  Admin →
                                • 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.

                                  16 votes
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                                    under review  ·  1 comment  ·  Routing  ·  Admin →
                                  • Assign marker shape in addition to marker color

                                    We just started with Geopointe and I found that if I let the software predefine my markers and I map two data sets (e.g. leads and accounts), I end up with two different items in the legend using the exact same marker. I would like to be able to assign the marker shape to a data set en masse instead of value-by-value, such as have all my leads have a circle in the marker and have all my accounts be solid, so that at a glance I can easily distinguish two markers of the same color.

                                    2 votes
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                                      0 comments  ·  Mapping  ·  Admin →
                                    • 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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                                      • 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  ·  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.

                                        • SF Event - Meeting Location needs to converted as a GeoPointe

                                          I imported my SF scheduled meeting events and noticed that it did not import the "address" that was listed in the "Meeting Location" within the SalesForce Event Activity.

                                          I work with many contacts that we don't alway meet at their "mailing address" because they have multi-plants.

                                          3 votes
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                                            under review  ·  0 comments  ·  Mapping  ·  Admin →
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