This document describes the technical implementation and security for Sales Navigator’s Embedded Profiles (aka “Widget”) with Salesforce and Microsoft Dynamics. 


Microsoft Dynamics

Technical Requirements

  • A CRM org instance of either Salesforce or Microsoft Dynamics:
    • Salesforce – Professional with API Access enabled, Enterprise, Unlimited, Developer, or Performance edition.
    • Microsoft Dynamics – 365 or Dynamics CRM 2016 (online or on-premise).
  • The Sales Navigator for Salesforce or Sales Navigator for Microsoft Dynamics apps, installed by a CRM Administrator.
  • A pre-existing Sales Navigator Team or Enterprise edition account to authenticate to the plug-in (per user).
  • A JavaScript enabled browser.

Technical Overview for Embedded Profiles

The following is a technical overview for how LinkedIn’s integration works for both Salesforce and Microsoft Dynamics.

  • Our JavaScript plug-in widgets can be embedded within the CRM object pages (lead, contact, account, and opportunity).
  • To make a “match” between a CRM record and a LinkedIn entity, object parameters are passed securely to LinkedIn via SSL:
    • For company profile cards: company name, industry, location, and website.
    • For member profile cards: first name, last name, company name, title, and email.
  • If a CRM record has been manually matched (corrected or selected from a shown list of potential options) to a LinkedIn member or company profile, LinkedIn stores that mapping of LinkedIn memberID and CRM RecordID.
  • To show best results, manual override matches will be used first, then CRM Sync matches (if enabled). If neither of those is available, then parameters described above will be sent to find next best available match(s).
  • The CRM apps will also use the LinkedIn member profile associated with an individual user to provide that user with personalized information, such as their connection to potential leads and contacts.
  • No CRM credentials or record data are stored.

Note: Sales Navigator CRM apps display a variety of LinkedIn data within a user’s instance of the CRM. The data is not stored in the user’s CRM record nor will it update the CRM record automatically.

Data Flow Diagram

Security Overview

We have designed the Sales Navigator CRM apps to be secure.

  • Utilizes existing or SSO authentication (if configured).
  • All parameters are passed securely via SSL.
  • Built using LinkedIn’s Connect framework.
    • Framework supports HTTPS.
    • When framework is loaded, document that loads the framework is scanned to locate LinkedIn’s tags for delivering custom content.
  • No CRM credentials or record data are stored by LinkedIn, only a mapping of LinkedIn member or company ID to CRM Record ID. This allows efficient lookup of the right LinkedIn member or company on load of the CRM record page.
  • Some basic details about the site (web headers, page views, etc) are retained in loading process to help LinkedIn understand usage patterns, plan capacity, and to ensure a seamless user experience.

Certifications and Compliance Standards

  • LinkedIn maintains ISO 27001 & ISO 27018 Certifications, as well as a SSAE-18 certification, SOC 2 Type I report


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