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salesforce appexchange
The check-ins feature allows Geopointe users on the road to check in at a location. The information can be sent to Chatter or placed on the record as a created task. This walk-through is going to give you a quick use case for Check-ins and how the functionality could fit into your business model. Situation:...
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A fresh coat of paint can make a huge difference. Look at all the television shows on home improvement networks where houses are bought, cleaned up, and sold for a profit. Nobody wants to buy an old out dated house and the same goes for software applications. Enterprise apps should first provide tangible value to...
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CloudForGood hosts many great webinars and also started the “Apps for Good” webinar series. They invited us to demonstrate how non-profits can take advantage of Geopointe in their efforts. We agreed and participated in a webinar on October 17. Please visit the Cloud for Good archive page to get the slides and watch the recorded video.
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When starting to use Geopointe, the process of setting it up to get your desired mapping results may seem overwhelming. In actuality, though, you have the keys to building a cohesive and familiar library of data sets for your users that mirrors the rest of your Salesforce system. Familiar Segmentation Before touching Geopointe, look at...
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Our CEO, Scott Hemmeter, was a guest on the fabulous Button Click Admin podcast and discussed how he got started with Salesforce, mapping on the Salesforce platform as well as his knack for weaseling up to the front at Dreamforce concerts. You can listen to the interview at https://buttonclickadmin.com/scott-hemmeter-on-maps-in-salesforce/ or subscribe (iTunes, RSS) to the Button Click...
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Add to Campaign is not a new feature to Geopointe, but recent updates make it that much better. Originally, the Add to Campaign button showed only if the app recognized that leads or contacts were on the map. However, there are times when searching accounts or opportunities that you realize they are prime candidates for...
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With the July 2013 release of Geopointe we have introduced a great new feature called Geopointe Actions. Actions allow massive amounts of customization inside Geopointe and allow you to extend the application with your own custom business logic. We think they are pretty awesome and hope you do too. With this initial release we support...
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We are putting the finishing touches on our next release and it should be a good one. Below is the release schedule: Monday, July 22: Push to all Sandbox systems Tuesday, July 23: Release Overview Webinar (Register here) Thursday, July 25: Available on AppExchange Saturday, July 27: Push to all Production systems We have some great...
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Among our most common questions is: how can I see my contacts and leads on the same map? Or perhaps something like: I need to see a comparison between my current customers and my open opportunities; can I do that? The answer to both these questions is yes. This was previously covered in an old blog post,...
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We strongly recommend in our Post-Installation Instructions that you use the Schedule Jobs button in Geopointe Setup to help keep the map up to the date. The batch job runs hourly, checking 3 map objects per hour for updates or new records. This is as often as Salesforce allows us to schedule a batch job. However, this isn’t...
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