Integrating your Salesforce account with LinkedIn Sales Navigator helps you to search for LinkedIn leads, contacts, accounts, opportunities, and access other LinkedIn features through your Salesforce CRM. Learn more about the benefits of CRM integration here.  

Before enabling the CRM sync, you need to install the Sales Navigator app in Salesforce, configure the app widgets, and test the widgets for all pages. Follow the steps in this guide to install and configure Sales Navigator, and then proceed to CRM integration here.

Ensure that you meet the following requirements before you proceed with the installation:

 

You need full admin access including View access on one of the following editions:

  • Salesforce: Enterprise, Performance, Unlimited, or Developer edition
  • Salesforce: Professional Edition requires API Access (May require an additional                fee, please contact Salesforce for more information.)

Note: You can install the Sales Navigator app with Person type accounts but it doesn’t support all CRM sync features.

You need access to one of the following to view and test all functionalities of Sales Navigator widget in Salesforce:

  • License for LinkedIn Sales Navigator Team or Sales Navigator Enterprise
  • Sales Navigator Team Member seat or Administrator + Team Member access

 

Java script enabled browser is required to install and configure Sales Navigator.

 

To install the LinkedIn Sales Navigator app:

1.  Type LinkedIn Sales Navigator in the Quick Find search box.

2. Select LinkedIn Sales Navigator.

3. In the pop-up window that appears, click Get it Now. You may be prompted to login to your AppExchange account for verification purposes.

4. Under Install in This org, click Install Here.

5. Review and agree to the terms and conditions and click Confirm and Install.

6. Determine the limited access to certain profiles and users:

  • If you wish to limit access to certain profiles and users for whom you have already provisioned Sales Navigator Team seats or licenses, select Install for Specific Profiles.
  • If you don’t wish to limit any users, we recommend selecting Install for All Users.

 

7. Complete one of the following steps based on your experience:

  •  If you see an Installation Complete screen, proceed to the next section.
  •  If a Processing screen appears, you’ll receive an email when the installation is completed post which you can proceed to the next section.

Note: After the installation is complete, follow the steps here to manually configure LinkedIn Custom Task Record Types.

 

Once you install the app, you need to manage the users in your Salesforce account and enable LinkedIn tasks only for the applicable users.

To enable tasks for applicable users:

1. Click Setup in the top right corner of your Salesforce homepage.

2. Type Profiles in the Quick Find/Search box.

3. Click Profiles under Manage Users.

4.Click the first profile in the list.

Note: Don’t click System Admin or Integration User’s Profile.

5. Scroll down to the Record Type Settings section.

6. Locate the Tasks row in the second column and click Edit.

 

7. Select LinkedIn Call, LinkedIn InMail, LinkedIn Message, Smart Links Created, and Smart Links Viewed, and click the Remove button for each.

8. Click Save.

9. Repeat Steps 4 to 8 for all profiles.

You’ll need to give access to the Unresolved LinkedIn Activities Folder to all users who’ll be responsible for the management of incoming LinkedIn Activities

To give users access to reports folder:

1. Click the App icon in the top left corner of the homepage and select Marketing.

2. Select the Reports tab.

3. Hover the cursor over LinkedIn Reports in the left panel.

4. Click the push-pin icon that appears and select Share.

5.  In the popup screen that appears, click UsersRoles, or Roles and subordinates to share this folder with the applicable users based on your organization's security model.

6.Search for the Users or Roles you want to share with and then click Share next to their name.

7. Under the Access column, click the downward arrow icon and select the access type. We recommend selecting Viewer, but if you’d like your users to be able to make modifications to this report, select Editor.

8. Click Done.

9. Repeat for all Users or Roles that should have access.

Once you install LinkedIn Sales Navigator in your Salesforce Classic, you can add the LinkedIn Member and Company profiles in the following page layouts:

  • Lead
  • Contacts
  • Account (Company profiles only)
  • Opportunity (Company profiles only)

4.3.1 Add LinkedIn Member and Company profiles to the Lead page layout

1. Click Setup > Customize > Leads > Page Layouts.

2. Drag a new Section to the layout where you’d like to see the LinkedIn company profile. We recommend creating this section at the top to ensure that the account information and LinkedIn profile are visible together. 

 

3. Enter the following in Section Properties window and click OK

  • Section Name: LinkedIn Company Page
  • Detail Page: <checked>
  • Edit Page: <unchecked>
  • Layout: <1-Column> 

 

4. Drag another section and place it just below the newly created LinkedIn Member Profile section.

5. As shown in the screenshot below, enter the following in Section Properties section and click OK.

  • Section Name: LinkedIn Company Page
  • Detail Page: <checked>
  • Edit Page: <unchecked>
  • Layout: <1-Column>

6.  Move to Visualforce Pages using the scroll bar.

 

7. Drag one of these pages into the new LinkedIn Member Profile section: 

  • LeadLinkedInMemberPage Visualforce page 
  • ContactLinkedInMemberPage Visualforce page 

 

8. Click on the Properties icon at the top right of the Visualforce page component

9. As shown in the screenshot, enter the following in Visualforce Page Properties and click OK.

  • Width: 100% 
  • Height: 675 
  • Show scrollbars: <checked> 
  • Show label: <unchecked> 

10. Drag one of these pages into the new LinkedIn Company Page section: 

  •  LeadLinkedInCompanyPage Visualforce page 
  • ContactLinkedInCompanyPage Visualforce page 

11. Click the Properties icon at the top right of the Visualforce page component. 

12. Enter the following in Visualforce Page Properties and click OK

  • Width: 100% 
  • Height: 675 
  • Show scrollbars: <checked> 
  • Show label: <unchecked> 

Note: Previously, there were limitations that require the additional step of making the app's custom field visible. This needs to be removed in the updated version of the LinkedIn Sales Navigator. To remove this field, drag the LinkedIn Member Token field into the Lead Information section. 

13. Click Save at the top of the page to save changes to the Lead or Contact page layout(s).

Important: Repeat steps 1-12 for all the other page layouts.

 

4.3.2 Optional

The following steps help to ensure easy reporting and for displaying the write back activity in your CRM most effectively.

Add the Record Type to Your Activities Related Lists

1.       Go to Setup > Build > Customize > Leads > Page Layouts

 

2. Click Edit next to the first page layout. 

3. Scroll down to the Related List section and under Open Activities, click the Bolt icon. 

4. Use the Add arrow to move the Task/Event Record Type field from the list of Available Fields to the list of Selected Fields

5. Under the Apply column information to other page layouts section, click the Select All checkbox, or select the page layouts relevant to this change. 

6. Click OK.

7. Repeat steps 3-6 for Activity History under Related List

8. Repeat steps 1-7 for the Page Layouts under Contact (Setup>Customize>Contact).

 

Enable Apex Class Access and Add Visualforce Pages

If you did not grant access to all users in the installation step, you’ll need to enable Apex Class Access and add Visualforce pages to the specific profiles you’d like to be able to access the application. 

Note: Steps 1 – 3 are only needed for Dev Orgs. Please move to Step 4 if you are not using a Dev Org. 

1. Go to Setup > Administer > Manage Users > Profiles and click the profile for which you want to enable access to the app. 

2. Hover over the Enabled Apex Class Access link and click Edit.

 

3. Select the following items from the Available Apex Classes list, add it to the Enabled Apex Classes list, and select Save

  • LID.SalesNavigatorProfileController
  • LID.SalesNavigatorProfileHelper

4. Hover over the Enabled Visualforce Page Access link and click Edit.

5. Select the following pages from the Available Visualforce Pages list, add them to the Enabled Visualforce Pages list, and select Save

  • LID.AccountLinkedInCompanyPage 
  • LID.ContactLinkedInCompanyPage 
  • LID.ContactLinkedInMemberPage 
  • LID.LIContactMDPPage 
  • LID.LIContactPublisherAction 
  • LID.LeadLinkedInCompanyPage
  • LID.LeadLinkedInMemberPage
  • LID.LinkedInActivityPage
  • LID.OpportunityLinkedInCompanyPage 

 

6. Repeat steps 1-5 for every profile you would like to be able to access the application. 

 

To view Sales Navigator in Salesforce Classic, go to a Lead, Contact, Opportunity, or Company Record in Salesforce. For viewing the application for the first time, you’ll be asked to login to your LinkedIn profile. Your LinkedIn login won’t be required after your initial login.