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 embedded profile, and test them for all pages. Follow the steps in this guide to install and configure Sales Navigator, and then proceed to CRM integration here.

 

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 does not support all CRM sync features.

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

• License for LinkedIn Sales Navigator Team or Sales Navigator Enterprise
• Sales Navigator Team Member seat or Administrator + Team Member access Supported browsers and other requirements

Before installing Sales Navigator, you need to set up your domain in Salesforce.

To set up your domain:

1. Navigate to your Salesforce homepage.

2. Click Setup and type My Domain in the Quick Find search box on the top left corner of the screen.

 

3.       Select My Domain under Company Settings.

4.       Type the name for your domain under Choose Your Domain Name section and click Check Availability.

5.       If your domain is available, click Register Domain. Wait for the domain to be published.

Note: You’ll receive an email to your registered email id.

6.       Click Log in to test your domain. Email from support@salesforce.com will be sent to your email. Click on the link in the email to log in and test your domain.

7.       In the Navigate to this page pop-up window that appears, click Open.

8.       When you’ve completed testing, return to the My Domain settings and click Deploy to Users.

9.       In the pop-up box that appears, click OK. (*Domain setting can be edited later if desired.)

 

To install the LinkedIn Sales Navigator app:

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

2. Select LinkedIn Sales Navigator under Feature Settings and click Install.

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.

 

Installing the Sales Navigator App will create new Custom Record Types for Tasks, and this can hide certain Global Actions/Tasks (this normally affects New Task and Log a Call), or for activities to be written with the incorrect Task Record Type.

Note: This occurs if you have not used Task Record Types previously.

To resolve this, follow the steps in the Sales Navigator Installation Wizard which you can access via the LinkedIn Admin Portal. It automatically creates a general Custom Record Type and assign it for the Global Actions/Task that are hidden, which will fix the issue.

Note: The LinkedIn Admin Portal App is the portal for the Admin to configure the Sales Navigator for Salesforce app. Ensure that you have version 2.51 or later of the app package to access the LinkedIn Admin Portal Lightning App.

1. Click the tile icon on the top left corner of screen and type LinkedIn Admin Portal.

2.  Select LinkedIn Admin Portal within the App Launcher.

 

3. Select Sales Navigator Installation Wizard to navigate through the process for restoring Global Actions/Tasks.

 

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. In the homepage, type Profiles in the Quick Find search box.
2. Select Profiles under Manage Users.
3. Click the first profile in the list

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

 

4.  Scroll down to the Record Type Settings section.

5. Locate the Tasks section and click Edit.

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

7.  Click Save.

8. Repeat steps 3 to 7 for all profiles listed.

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

Advanced Userface Instructions

To enable tasks for applicable users:

1. Navigate to Administration, click Users > Profiles.

2. Select the first profile on the list.

Note: Don’t select the System Admin or Integration User’s Profile.Under the Apps section, click Object Settings.

4. Scroll down and click Tasks.

5. Click Edit and remove the checkmarks for LinkedIn InMail, LinkedIn Message, LinkedIn Call, Smart Links Created, and Smart Links Reviewed under the Assigned Record Types column. Note: Leave the Default Task checked 

6. Click Save.
7. Repeat the above instructions for all other profiles
Note: Don’t change the System Admin or Integration User’s Profile.

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. Click All folders on the left panel.

4. Locate the LinkedIn Reports folder and select the dropdown icon on the right.

5. Click Share.

6. Select the users and their access types based on your organization’s security model. 

 

The Sales Navigator Salesforce App connects your CRM to the power of LinkedIn in a dynamic, yet seamless way. Here are some of the highlight features and functionality of the embedded profile:

•  Profile: Allows you to automatically see critical contact/lead and account information.
• Highlights: Allows you to break the ice by informing you of shared connections.
• Recent Activities: Helps you stay up-to-date on current events impacting your accounts.
• Get Introduced: Helps you uncover the best way to engage leads or contacts via your connections or via TeamLink.
• Recommended Leads: Helps you target the right person for your accounts or the entire buying committee.

 

To get started with setup, you may customize an existing layout with the embedded profile or start from one of our out-of-box templates. See details below.

4.3.1 Customize Page Layouts

To customize page layouts:

1.   From the Contacts Record page, click Setup > Edit Page.

2.  In the left rail, under Lightning Components, search Sales Navigator to locate the available display components.

3. Click Sales Navigator: Member Profile (LID) box (used for Leads and Contacts), drag to desired section and then release.

4. Adjust the embedded profile settings to show one or more Sales Navigator elements and when all changes are made, click Save.

5. As an admin, you’ll also Activate the new layout for all applicable users.

6.  Repeat steps 2-4 above, to add the Sales Navigator: Member Profile (LID) to additional parts of the page or other page layouts.

7. When all changes are made, click Save before again activating for intended users.

8. Repeat steps 1-6 above, for Leads, Accounts (will use Sales Navigator: Company Profile (LID)) , and Opportunities Page Layouts as desired.

4.3.2 Enable InMail Quick Actions

To enable InMail quick actions:

1. Click Object Manager next to Setup in your homepage.

2. From the Object Manager list, click Contact, > Page Layouts.

3. From the Page Layout list, select Contact Layout > Mobile & Lightning Actions.

4.  Click LinkedIn InMail and drag and drop into the Salesforce Mobile and Lightning Experience Actions section.

Note: You should see a green checkmark notifying this change has been accepted.

5. Click Save at the top of the page.

6. Return to Object Manager and repeat the Steps 2 to 5 for Lead Page Layouts.

Note: LinkedIn InMail will now show up as an option in your contact. Ensure your team has been granted their LinkedIn Sales Navigator Team or Enterprise seats to view the application within Salesforce.

To test the app:

1. Navigate to your Contacts homepage and click any desired contact record, after adding Sales Navigator embedded profile to these pages.

2. Test the changes you’ve made to the pages and confirm the embedded profile is added correctly.

3. Repeat Step 2 for Leads, Accounts, and Opportunities, if you’ve added the Sales Navigator embedded profile to those pages as well.

Notes:

• If you don’t see the changes you have made, switch to a different browser and open the same contact record again to validate changes.
• If changes are properly displayed on an alternate browser, please click here, to learn how to clear cookies and cache from your original browser to see changes.
• If that doesn’t resolve the issue, navigate back to setup, and validate that each layout was saved and activated.
• When viewing the application for the first time, you’ll be prompted to log into your LinkedIn profile. Your LinkedIn login won’t be required after your initial login. Your experience will match the initial images at the beginning.
• For further assistance, contact LinkedIn Sales Solutions support https://www.linkedin.com/help/sales-navigator

After completing the above steps, you can proceed to enabling the CRM Sync from within the Sales Navigator Admin settings. You can find further information here: Sales Navigator CRM Sync & Activity Writeback for Salesforce.

CRM Sync expands the integration and supports direct linking between the platforms, auto-saving of key Leads/Accounts, writing-back of Sales Navigator Actions into your CRM, and ensures you’re ready for future features that will require sync to function.

After completing the above steps, you can proceed to enabling the CRM Sync from within the Sales Navigator Admin settings. You can find further information here: Sales Navigator CRM Sync & Activity Writeback for Salesforce.

CRM Sync expands the integration and supports direct linking between the platforms, auto-saving of key Leads/Accounts, writing-back of Sales Navigator Actions into your CRM, and ensures you’re ready for future features that will require sync to function.