Module 1: Getting StartedSales Navigator for Salesforce Training
Initial Launch Screens
The first screen you will see when you launch Sales Navigator for Salesforce, is a login screen. Log in with your Salesforce credentials to get started. Next, you will be asked to import contact groups from your device’s address book. Choose groups to sync with the app or tap ‘Done’ to continue to the app without import.
Once Sales Navigator has finished mapping synced contacts, you will be brought to the app. All appointments in iCal and all Salesforce tasks will automatically appear in Sales Navigator. Location based tasks and calendar appointments will be shown as a route on the map.
Icon Key: Menu Bar
Main Menu: tap this icon to open the main menu where you will find access to all features of the app.
Salesforce Import/Sync Icon: tap the import icon to import Salesforce data. Import all standard and custom objects and import views created in Salesforce. Also, choose fields to import into groups. This is also where you will see the tally of recent activity with your Salesforce data. Tap this icon to manually sync this activity to Salesforce.
Importing Data from Salesforce
To start using Sales Navigator, you will need to import your data from Salesforce.
3. On the next screen, you will see views of objects set up in your Salesforce org. Tap on a view to import. *You can import any number of views into Sales Navigator.
4. Next, tap ‘Import’ and Sales Navigator will begin mapping addresses.
5. You will now see red delete buttons next to imported views. Tap ‘Back’ and tap ‘Done to continue to the map.
Thanks for using Sales Navigator for Salesforce! Please contact us with any feedback or questions!