Search on accounts, contacts, points of interest around a reference point

Basic principles

Opti-Time for Salesforce allows you to perform searches on accounts, contacts, leads or points of interest around a previously defined reference point, and then display the results of this search in a map showing the objects sorted according to their proximity to this reference point.

Pre-requirement

The various types of objects manipulated in the search around must have been geocoded beforehand. Consult the Help item localise/geocode an account/contact or geocode several accounts/contacts.

Utilisation

> Opti-Time tab > Search around

The Search around tab offers to search on several types of object on the map, depending on their proximity by road around a previously defined reference point. 


Choice of the reference point

The choice of the point serving as reference to the search around must be performed beforehand in the Search an address tab. Refer to the Help item search for an address, an account, a contact, a lead, or my position.


Configure the search around

The first part of the search around consists of configuring the objects sought and the search criteria (filtering according to a view, a group of filters based on the fields, the distance limit for the search and the number of candidates sought). The Search around section in the Opti-Time tab allows you to apply this configuration before running the search.   

There are two options for configuring the search around:

  • the standard search on all accounts, contacts, or leads that have been filtered by a view, or of points of interest, depending on their type
  • the advanced search on accounts, contacts, or leads based on a multi-criterion filtering according to a series of fields/operators/values. 

Standard search

  1. Choose Search in to perform a standard search
  2. Choose the objects in proximity to the reference point to be searched for in the drop-down list

The objects sought may be:

  • Accounts

A second list then allows you to choose from the existing views those that are to be applied to filter the accounts sought:

  • Contacts

As for accounts, contacts can also be filtered on a selected view

  • Leads

As for accounts and contacts, leads can also be filtered on a selected view

  • Points of interest

Points of interest that can be searched for are of a type (to select in the drop-down list) : Restaurant, Outing, Site/Museum, Transport, Accommodation, Shopping, Leisure time, Administration, Natural beauty spot

  • of any other group of customised group of objects geocoded beforehand in the application
  1. Next, fill in the two text entry zones allowing you to set the limit in kms and the maximum number of candidates to display in the results
  2. Finally, click on Search to run the search and display the results

Advanced search

  1. Choose Advanced search to apply an advanced search 
  2. Choose the type of objects to search for around the reference point in the drop-down list. These may be:
  • Accounts
  • Contacts
  • Leads
  • or any other customised group of objects geocoded beforehand in the application
  1. A radio-button allows you to filter the search on All objects, or on Mine only
  2. Next, a series of options allows you to define up to 5 conditions of Fields / Operator / Value to filter on any data item associated to the selected objects
  3. Finally, click on Validate to terminate the advanced configuration and close the window or Cancel
  4. Once the Advanced configuration has been defined, the Modify search button re-opens the configuration dialogue so it can be modified 
  5. Next, complete the two text entry zones so you can set the limit in kms and the maximum number of candidates to display in the results  
  6. Finally, click on Search to run the search and display the results 


Exploit the search around results  

Once the search is run, the results display in the map inside the search perimeter shown as a circle in the map, and displayed on the right, is a list of infoboxes for objects sorted in order of proximity (from the nearest in terms of distance to the furthest away). Under the map and the infoboxes, a list of objects found displays, also sorted in order of proximity.

The content of infoboxes can be customised in the Administration module - Results layout tab.

To exploit the results of this search around, several actions are possible:

Create an appointment

On the map, click on the map marker of the object concerned and click on the + event button. Then define the date and time of the appointment and an event is automatically created in your calendar:

Run a new search around operation

On the map, click on the map marker for the object from which you want to run a new search around and click on the Search around button. Define the search radius and the maximum number of candidates to select.

Export the search result

Click on the Export button located at the bottom of the screen to export the results of the search in a list in Excel format.
 The fields present in this list can be configured in the Administration module and the Results layout tab.

Calculate a route between the accounts/contacts selected by the search 

Switch into the Optimize a route tab. A route is automatically calculated between the points to visit. You can change the order of the route by moving the infoboxes present on the right-hand side of the screen (using drag-and-drop):  
You can also add a new step to the route:
  • by entering a new address or selecting an account/contact from the bar and clicking on the Add step button
  • directly from the map, by clicking on the map marker associated to a visit and then clicking on the + step button. In this case, the step is duplicated: this allows you to then define a start point and an end point that are identical. 
  • directly from the map, by running a search around from an account/contact and then clicking on the candidate of your choice found (purple map marker) and then on the + step button.   

Use the map

The map is interactive. You can easily:

  • zoom-in, zoom-out using the mouse wheel, and pan the map by clicking and dragging in the map;
  • with the Layers icon at the bottom right of the map:

    • display your preferred map background (MapSatelliteTerrain)
    • display the road network status (Traffic conditions)
    • display the public transport network (Public transport)
    • display traffic incidents (Display traffic incidents)

     

Click once on the map marker to display an infobox. From this infobox, you will be able to see the corresponding address in See on Street View:

Click on the link to open the Google Street View in a new window:



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