Ensure that:
- You have the supported edition of Salesforce.
- Your Salesforce instance has the Salesforce API enabled.
- Your Salesforce instance does not block a limited set of IP addresses.
- Accounts are assigned to sales reps in one of the supported methods.
- Contacts are assigned to sales reps in one of the supported methods.
1. Ensure you have the supported edition of Salesforce:
Sales Navigator requires that you have the Group, Professional, Enterprise, Unlimited, or Performance edition of Salesforce. Sales Navigator cannot integrate with the Salesforce Contact Manager edition.
To verify what edition your have, login to your Salesforce account and look at the title bar in your browser for the Salesforce tab. It should say: “salesforce.com-<Edition>”.
For example, “salesforce.com – Unlimited Edition.”
2. Ensure your Salesforce instance has the Salesforce API enabled:
Sales Navigator leverages the Salesforce API to enable the integration. While the API is on by default, your Salesforce administrator can turn off the APIs.
This will prevent Sales Navigator (as well as any other third party app) from being able to integrate with Salesforce.
The following documentation details how to enable the Salesforce API if it is not currently enabled:
https://help.salesforce.com/apex/HTViewHelpDoc?id=admin_userperms.htm&language=en
3. Ensure your Salesforce instance does not block a set of IP addresses:
Salesforce can be configured to only allow certain IP ranges to access Salesforce. If this setting is invoked, it will prevent LinkedIn from leveraging the Salesforce APIs.
To remedy, either remove the IP restriction or add to the list of supported IP addresses the required LinkedIn IP addresses:
8.18.31.13, 8.18.31.14, 216.52.242.13, 216.52.242.14, 108.174.2.203, 108.174.2.204, 108.174.2.205, 108.174.2.206, 108.174.2.207
The following documents explain how to update your Salesforce instance to extend the whitelisted IP addresses:
https://help.salesforce.com/articleView?id=mc_co_add_ip_addresses_to_whitelist.htm&type=5
4. Ensure accounts are assigned to sales reps in one of the supported methods:
Sales Navigator pulls in accounts on behalf of an individual sales rep to deliver compelling lead recommendations, insights, and updates.
Sales Navigator determines accounts to sync in the following ways:
A. Sales Navigator syncs any account in Salesforce that is owned by the end user.
B. Sales Navigator syncs any account in Salesforce for which the end user is an account team member.
Ensure that your organization assigns accounts in one of the above-mentioned ways in Salesforce to ensure accounts will appropriately pull.
If accounts are not assigned to sales reps in one of the above supported methods, please provide details to your Sales Navigator support team on how accounts are assigned so they can determine if Sales Navigator can support your customer configuration.
5. Ensure contacts are assigned to sales reps in one of the supported methods:
Sales Navigator pulls in contacts on behalf of an individual sales rep to keep them abreast of job changes and additional updates on their key contacts at target accounts.
Sales Navigator determines contacts to sync in the following ways:
A. Sales Navigator syncs any contact owned by the end user that is associated with an owned account (or team member account).
B. Sales Navigator syncs any contacts associated via contact roles with opportunities that are owned by the end user (or are a team member of) and have associated account owned by the end user (or are a team member of).
If contacts are not assigned to sales reps in one of the above supported methods, please provide details to your Sales Navigator support team on how contacts are assigned so they can determine if Sales Navigator can support your custom configuration.