To start using Sales Navigator and visualizing your data on the map, you will first need to import your standard or custom objects from Salesforce to your iPhone or iPad.

*Sales Navigator comes pre-configured with all standard objects (accounts, contacts, leads, and opportunities). To configure custom objects or edit/delete the standard object configuration, you must do so using the Sales Navigator admin screens in your Salesforce org.


 

Data Import Process

Tap on the Menu Bar icon ( Home Screen ss ).  Tap on the Salesforce icon ( sf-sync-icon ) to begin the import process.  A screen like the one below will appear, showing you the standard and customer objects available for import. Tap the object you would like import.

Choose Objects ss

 

On the next screen you will see all the views of that object that have already been setup in Salesforce. Tap a view you want to import. *You can import any number of views into Sales Navigator or you can simply import all records in that object.Object Views ss

 

Tap ‘Import’ and Sales Navigator will begin mapping addresses. *The length of the import process will depend on your device’s WiFi/cellular data connection strength and the amount of records you are attempting to import.Import Records ss

You will now see red delete buttons next to imported views. Tap ‘Back’ and tap ‘Done’ to continue to map.

 


 

Automatic Salesforce Groups

Automatic Salesforce Groups can be created during the import process. Automatic groups are created from Salesforce fields that are pick lists.

For example, I have an opportunity pick list field in Salesforce called ‘Lead Source’. From ‘Lead Source’ I can pick a variety of options such as ‘Word of mouth’.

SF Opportunity Edit ss

 

Creating Automatic Salesforce Groups During Import

To import pick list fields into groups, start by choosing an object.  Choose Objects ss

Tap the Group icon ( icon-group-blue-active@2x ) in the right hand corner.

Opportunity Auto Groups ss

Choose the fields to import as groups and tap ‘Save’.

Object Fields Import ss

 

Now you will see the pick list values as groups in the group drop down.
*The group name is the pick list option, while the field name and associated object are listed under the group name.  

SF Autogroups Group View ss

 

 

Thank you for using Sales Navigator for Salesforce!  Please contact us with any questions or feedback.