Groups Overview

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...

Custom Grouping

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...