Jan 14, 2016 | Grouping Contacts, Salesforce Support
Grouping Salesforce data on the map is essential to helping you target specific customers and plan sales routes based off data from Salesforce. In this post learn about grouping your data in Sales Navigator for Salesforce and the difference between custom and...
Jan 14, 2016 | Contact Management, Salesforce Support
Easily filter you Salesforce data and locate nearby contacts with the different list views in Sales Navigator for Salesforce. Topics covered in this document are: Contact List Overview Tips on using the ‘Mapview’ and ‘Circle’ Menus Contact List Overview To...
Jan 14, 2016 | Contact Management, Grouping Contacts, Salesforce Support
Custom groups are local to Sales Navigator and do not sync with Salesforce. Custom groups can help you organize your data the way you work. For example, a popular way people use custom groups is to create a group visited and need to visit. Any data from Salesforce can...
Jan 14, 2016 | Contact Management, Grouping Contacts, Salesforce Support
Automatic Salesforce Groups are generated from any standard or custom Salesforce fields that have pick list values. For example, the rating field may have three options ‘Hot, Warm, Cold’ and will create three groups with customizable pins. Topics to be covered in this...
Jan 14, 2016 | Contact Management, Salesforce Support
After importing your Salesforce data, you can view the data with mappable addresses on the map. In this post learn how to access the object details window and how to edit your Salesforce data from Sales Navigator. Accessing Object Details Window 1. Start by...
Jan 14, 2016 | Contact Management, Grouping Contacts, Salesforce Support
Sales Navigator for Salesforce offers basic and advanced filtering options to help you target specific Salesforce data geographically. You can create filters to view on the map such as, ‘Accounts’ that are ‘Hot’ and ‘Warm’ or...
