Watch the video below for a demonstration of this functionality.

Current users can find the upgrade instructions here.

Routing

1. The Records to Route list has moved.  It is now located in a tab that will dynamically appear above the map called “Current Route”.

2. A link to send the route to the Google or MapQuest website (based upon your subscription) will allow you to send those points out to the mapping provider’s site to work on things there.

3. After clicking Get Route, the route is available for printing to PDF.

4. Save Routes! When this button is clicked, the system will prompt them for a name.  If the user opens a saved routes, additional buttons will appear here (Save As and Delete).

5. Geocode quality is now displayed to help the user know whether they have mapped a location to a specific address or just to the middle of a city/state/zip.

Print Routes to PDF

After generating a route, you can click the PDF icon to pull that route into a PDF for printing or emailing.

Run Saved Routes

The list of Saved Routes is available on the Manual Entry tab. Click the Run Route button to launch the route.

Sharing Routes

Once a route has been saved, it can be shared with other Geopointe users in the organization.  Just copy the link from the browser after running a route.  It will look something like https://geopointe.na1.visual.force.com/apex/map?routeId=a0830000008G6MqAAK.  Running someone else’s route is just like running your own with a few minor changes to the UI.

1. Text will indicate that you are running a saved route of another user.

2. You have no access to the Save and Delete buttons.

Add To Campaign

When a lead or contact map is run, the system will assess whether the current user has the rights to add Campaign Members.  If so, an Add To Campaign button will appear at the top of the list of mapped records. When clicked, the user is launched out to the Add to Campaign screen in a separate browser window/tab.

FYI, we posted a blog post dedicated to Add To Campaign.

Sortable Lists

When records are returned with the map, you can sort the list by any column. The system is smart as to whether it’s a text or number field, so it sorts it properly.

My Settings

A new tab was added to allow users to edit their personal settings. This tab goes to the same destination as the My Settings link just above the main Map on the Map tab.

• Users can now specify their default starting map
• Users can now enable/disable scroll wheel zooming

More

There is more. The Update History page has the full list of changes in this release.

Start Install

The install can be kicked off using one of the following links:

• Production
• Sandbox

You will arrive at the Salesforce login page. Sign in to get the process started.

New Components

The first screen will show you the current version you are running and the version you are upgrading to. Click Continue.

You will then be asked to accept new Third-Party Access items.  Salesforce now allows ISVs to package these URLs so you don’t need to enter these manually anymore.

Approve Package API Access

You will come to a screen with a bunch of check boxes on it. Nothing to do there. Just click Next.

Access Levels

(does not apply to Group or Professional Edition)

This is an important step! Be sure to apply one of the Geopointe Access Levels to all your Profiles.  This will automatically setup those profiles with access to the new objects and Visualforce Pages in the upgrade.

Finish Install

Click the install button to finish the install process.

You will get this page after a couple minutes. The install is now running in the background. Wait for the email saying that the install was successful before doing anything else.

Deploy Custom Objects

After installation is complete, you need to Deploy the new custom objects that came with the application.  Go to Setup | View Installed Packages in Salesforce and click through on the Geopointe record.

Click the Deploy button.

You will be presented with a list of Custom Objects (Route and Temp) to deploy.  Click the Deploy button again.

My Settings Tab

A new tab was added to the application. Go to Setup | Create | Apps and edit the Geopointe application.  Move the My Settings tab over as an available tab and check the box to apply the changes to all users.  This will add a tab so users can more easily access their settings page. Prior to this, the page was only available via a link above the map.

Update Geo Location Map Object

This step is not required unless you are storing your own latitude and longitude values on the Geo Locations object.  However, you may as well complete the step now in case you ever start to.

Go to the Geopointe Setup tab and edit the geo_location__c Map Object record. You want to fill in the latitude and longitude fields as depicted below.

If you did not do that and chose to apply settings to Admins only, then this post is for you. It will explain how to setup your Profiles for Geopointe access.  If you have enabled your users for access, but they are getting permissions errors on things, here’s what you need to do.

Edit the Profile in question

Give access to the Geopointe application

Edit the tab access

Admin access

End User access

Edit the Object access

Admin access

End User access

After you have completed this, save the profile.

Apex Class access

Scroll to the bottom of the profile and edit the Apex Class Access related list.  Give access to the geopointe.API class.

Visualforce Page access

Scroll to the bottom of the profile and edit the Visualforce Page Access related list.  Give access to all of the Pages that start with the word “geopointe”.

Below is a video showing this feature in action.

Enabling the Feature

The feature is enabled through the use of a Custom Button that simply passes additional parameters across in the URL.  The URL in the video example is:

/apex/geopointe__Map?

Id={!Account.Id}

&wbRecordId={!Account.Id}

&wbField=Related_Account__c

&wbLookupObject=Account

&wbButtonText={!URLENCODE("Relate This Account to " & Account.Name)}

Let’s break it down

/apex/geopointe__Map?

Id={!Account.Id}

The above is the URL from the button included with the application. It is required to sent the user to the proper page in the proper context.

&wbRecordId={!Account.Id}

wbRecordId is the ID of the record we will be writing back to.

&wbField=Related_Account__c

wbField is the field on that record we will be populating.

&wbLookupObject=Account

wbLookupObject is the object type that we will be searching for and populating the lookup field for.

&wbButtonText={!URLENCODE("Relate This Account to " & Account.Name)}

wbButtonText is optional, but can be included if you want to customize the button’s text. It is recommended to use the URLENCODE function when specifying your text, especially if you are merging in data from the system.

Highlights of Geopointe include (but is not limited to):

• Map any Salesforce object
• Perform proximity searching (show me what’s nearby me)
• Create custom data sets (queries), both personal and public ones
• Export your results to CSV (Excel) or KML (Google Earth)
• Obtain multi-point driving directions
• The Visualizer helps create dashboard-like summaries of your data
• Automated, Scheduled Geocoding processes your data at 1000+ records per minute
• Get cleansed address data
• Contains an “API” with global Apex methods, Visualforce Components and the ability to extend the application using custom buttons.
• All existing Arrowpointe Maps customers get a free license transfer to Geopointe for the same user count and expiration date as their current license with a goal to get users off of Arrowpointe Maps and onto Geopointe.

To learn more, you can:

• Visit the AppExchange Listing
• Visit the product page on our website
• Visit the YouTube Channel
• Follow us on Twitter
• “Like” Arrowpointe on Facebook

• This site’s blog will focus on Arrowpointe’s AppExchange Products for the force.com platform.  You can subscribe to this blog by rss or email.
• Perspectives on Salesforce.com, our long standing blog about force.com, will focus on developer-centric topics.
• Our You Tube channel will be the best location to get video about our applications.
• Our Facebook page is a great place to find a collection of all our content from the web.
• Our Twitter feed will collect notifications about all our postings around the web as well as informal commentary about force.com, life on the web and other information that may be of interest.  Our Facebook feed will post to Twitter, but not the other way around.