When you enable Data Validation post CRM sync, the contacts and accounts in your CRM are verified with the respective LinkedIn member and company profiles. Enabling Data Validation also creates a new custom field named Not at Company Flag under the Contact Information section in the CRM. When the details on the LinkedIn profiles don’t match with that of the CRM records, Not at Company is auto-populated under the Not at Company Flag field. If there’s no mismatch found, the field displays Null/No value. This validation process occurs every 24 hours and updates the custom field accordingly.

 

Ensure that you meet the below requirements to enable the Data Validation functionality:

  • LinkedIn Sales Navigator app installed for Salesforce (Review the steps for installation here.)
  • CRM sync enabled (Review the steps here.)
  • Access to LinkedIn Sales Navigator Enterprise edition

 

Before you proceed, review and modify the validation rules in your CRM for Data Validation functionality to work:

1.     In the Salesforce homepage, go to Setup.

2.     Under Objects and Fields, select Object Manager.

 

3.  Click Contact in the Object Manager screen.

 4. Click Validation Rules in the Contact screen.

5.  Modify the rules to either allow:

  • Not at Company Flag field to be updated without triggering rules

      or

  • User responsible for installation and ownership of batch jobs to avoid triggering rules.

Note: Validation rules can cause the bulk API updates to fail, causing only a limited number of Contact records to be validated.

Follow the steps below to enable the Data Validation functionality:

1. Log into Sales Navigator as a Sales Navigator Administrator.

2. Click Admin > Admin Settings.

3. On the left rail, click Production in the CRM section.

4. Scroll down to Data Exported to CRM section.

5. For the Validate CRM Data option, switch the toggle on or off to activate or deactivate data validation.

Note: Data Validation is initiated within 48 hours and updates the Not at Company Flag field accordingly. You can also access and modify System Views.

Data Validation occurs for contacts that are:

  • Owned by syncing Sales Navigator Enterprise users
  • Related to accounts owned by syncing Sales Navigator Enterprise users
  • Related to Opportunities owned by syncing Sales Navigator Enterprise users

 

LinkedIn creates the following six reports for CRM users to utilize, if desired:

 

Report Name

Description

  • SN: Contacts No Longer at All Open Opps
  • SN: Contacts No Longer at My Open Opps

Identifies all open opportunities where a related contact reflects Not at Company value in the Not at Company Flag field and the deal may be at risk.

  • SN: All Past Customers at New Companies
  • SN: My Past Customers at New Companies

Identifies potential champions (contacts at Closed-Won opportunities) who have moved to new companies.

  • SN: All Contacts Not at Company
  • SN: My Contacts Not at Company 

Identifies all Contacts with Not at Company value in the Not at Company Flag field.

The LinkedIn Admin Portal app allows admins to configure LinkedIn Sales Navigator for Salesforce app.  To troubleshoot Data Validation errors, use the LinkedIn Admin Portal App within the App Launcher feature version 2.50 or later. 

1.  Click the tile icon to access App Launcher.

 

2. Select LinkedIn Admin Portal.

 

3. Click the Data Validation Error Viewer tab to troubleshoot the Data Validation errors.