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Getting Started: CRM Integration
Use this Guide to connect your CRM to Sales Navigator. With this step by step guide, setting up your application has never been easier.
TIME REQUIRED: 30 Minutes for Initial Setup PERSONS REQUIRED: CRM Admin, Sales Navigator Admin, Sales Navigator Lead
1) Enable My Domain 2) Install Sales Navigator Application from Salesforce Setup Page 3) Add Sales Navigator componets to desired page layouts.
1) Authenticate Integration User from Sale Navigator Admin Settings 2) Enable for all or subset of user (Testing Reccommended) 3) Configure additonal options, as required
1) Complete write back test and additional testing as desired 2) Enable Display Widgets & Sync for all users