This guide will help Salesforce Full System Admins successfully install, configure, and implement the enrichment of your CRM with data from LinkedIn Sales Insights.

With the LinkedIn Sales Insights for Salesforce integration, your sales organization can establish a foundation of reliable, trusted data source from LinkedIn within your CRM. With this integration, using Sales Insights, you can write back firmographic, department/function, and custom LinkedIn attributes to account records to your CRM daily or on-demand. Using data from Sales Insights, your sales operations team can build better books of business and more effectively guide your sales team to the biggest areas of opportunity.

The following screenshot is an example of a custom LinkedIn Sales Insights component on an account record in Salesforce.

Before you begin your LinkedIn Sales Insights for Salesforce installation and configuration, ensure that your Sales Navigator contract is synced with your Salesforce instance. You can contact your Sales Navigator Admin and have them complete the CRM Sync steps outlined in Salesnav.in/crm.

You can also ensure that the following prerequisites are met before starting the LinkedIn Sales Insights for Salesforce installation and configuration:

  • You’ve already synced your Salesforce instance with Sales Navigator. If you haven’t done so already, visit Salesnav.in/crm for detailed instructions.
  • You have set aside 30-60 minutes to complete the installation and initial testing.
  • You are a Salesforce Full System Admin user with permissions to view and modify data, and to install applications on any of the following editions:  
    • Salesforce Enterprise, Performance, Unlimited or Developer edition
    • Salesforce Professional with API access. 
  • MyDomain is enabled on your Salesforce instance.
    Note: This is required to use managed package components or 3rd party apps. For more information on setting up MyDomain in your Salesforce org to enable lightning components, refer to these instructions from Salesforce.
  • You are a Full Admin on the LinkedIn Sales Insights contract that you want to connect with Salesforce. 
  • You have a JavaScript-enabled browser.

The LinkedIn Sales Insights for Salesforce Application provides your organization with the ability to view LinkedIn Sales Insights data on an account record. Accounts that have been enriched by Sales Insights can be analyzed with the LinkedIn Sales Insights report within Salesforce.

LinkedIn Sales Insights custom component - Appears on each account record that you choose to enrich from LinkedIn Sales Insights. The custom component contains firmographic, persona, and LinkedIn custom fields (e.g., LinkedIn Company ID). 

Firmographic Persona (configured in LinkedIn Sales Insights) LinkedIn custom attributes  
Company Name   Persona Name   LinkedIn Company ID  
Company Website   Persona Employee Count   LinkedIn Company Page URL  
Headquarter City/State/Country
Persona Employee Growth Last Export Date
Industry    
Global Employee Count      
Global Employee Growth      
  • LinkedIn Sales Insights Report - Allows you to create a report within Salesforce to analyze accounts and associated attributes that you have exported from LinkedIn Sales Insights. 
  • LinkedIn Company Data tab - Adding this tab within Salesforce allows you to easily view or search LinkedIn company data that is exported from LinkedIn Sales Insights.
  • LinkedIn Personas tab - Adding this tab within Salesforce allows you to easily view personas by company, that you’ve defined and exported to your CRM.

Here are a few reminders before you begin the LinkedIn Sales Insights for Salesforce installation, to help you enrich your CRM with LinkedIn Sales Insights data:

  • Matching: The account data imported to LinkedIn Sales Insights must go through the account matching workflow to ensure that the correct company and persona attributes are pushed back to the correct account record. As a reminder, you can import account data into LinkedIn Sales Insights via CSV or the CRM integration. Use the account match scores to review and correct matches before analyzing and exporting accounts from LinkedIn Sales Insights. For more information on account matching, visit the help center article. 
  • Credit Expenditure: Account data written back from LinkedIn Sales Insights to the CRM will consume credits if you have not yet purchased the unique account records. For information on credit usage, visit the help center article.

 

 

Complete the following steps to install the LinkedIn Sales Insights for Salesforce application.

1. Log into the Salesforce organization you want to install the application into.

IMPORTANT: You must be a Full Admin to complete the installation process.

2. Click the following link to access the LinkedIn Sales Insights package for Salesforce:

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000Fgs5WUAR

3. Review the information displayed on the screen, then click Get It Now.

4. You are prompted to log in to your Salesforce account.

5. After logging in, you are prompted to choose if you want to install in your production environment or in a sandbox environment.

 

6. In the screen that appears, review the information, select the terms and conditions checkbox, and click Confirm and Install.

The installation process will begin. No further action is required until the installation is complete.  

 

 

After the installation is complete, we recommend that you verify the installation by using the following methods:  

  • Manually export a single account record to the CRM and verify that the Sales Insights component is visible on the Account Record page and that all firmographic details are also populated. If the Sales Insights component is not visible, you need to add them to the Account Record page. For information, see Add the LinkedIn Sales Insights Component to Account Record Page. 
  • If you have personas set up to be exported, verify that the persona fields are populated accurately.  

If you encounter any issues during the verification steps, review the Frequently Asked Questions section in this guide.

After verifying the installation of the application, follow the steps below to configure the Sales Insights component in your CRM:  

  • Add the LinkedIn Sales Insights component to the Accounts Record Page.
  • Reporting on LinkedIn Sales Insights Data.
  • Manage and assign permissions sets to specific users.
  • Add the LinkedIn Sales Insights Company Profiles and Personas tab to Salesforce. 

After installing the LinkedIn Sales Insights for Salesforce application, you can add the LinkedIn Sales Insights Component to the account records page. 

  1. Log in to Salesforce.
  2. Click the Gear icon on the top left rail of the screen and choose Setup
  3. Click the Object Manager tab and click on Account.
  4. From the left rail, click Lightning Record Pages.
  5. Click the Account Record Page label or relevant custom record page.  

6. On the Account Record Page, click Edit to add the LinkedIn Sales Insights Component to the existing lightning page layout. This action launches the Lightning App Builder.

7. In the Lightning App Builder, from the Components section on the left rail, expand the Custom Managed option to view Sales Insights option.

8. Drag and drop the Sales Insights option to the desired location on the page.

9. Click Save.

You can view and analyze a list of account records and attributes enriched by LinkedIn Sales Insights by accessing the LinkedIn Sales Insights report in Salesforce.

  1. Log in to Salesforce and choose App Launcher displayed at the extreme left of the top rail.
  2. Choose an app from the menu. For example, Sales.
  3. In the app, choose the Reports option.
  4. From the left rail, choose All Folders and click LSI Reports.  A tabular list of available LSI reports is displayed. 
  5. In the LSI Reports folder, click the down arrow for the LinkedIn Sales Insights report and click Edit (Salesforce Classic). With this action, you make this report public, meaning that is available to all standard users.

6. Click Report Properties.

7. In the Report Properties dialog box, click the down arrow displayed for the Report Folder field and select Unfiled Public Reports.

8. Click Save

9. Click the Reports tab to return to Salesforce Lightning.

All reports will now display enriched account details and attributes on the records page. A maximum of 2,000 rows is displayed in each report. If your report has more than 2,000 rows, then consider exporting this report.

  1. Log in to Salesforce and choose App Launcher displayed at the extreme left of the top rail.
  2. Choose an app from the menu. For example, Sales.
  3. In the app, choose the Reports option.
  4. From the left rail, choose the reports that you want to view. A tabular list of reports is displayed.
  5. Click a report name to view the details of the report. 
  6. Click the down arrow next to the Edit option.
  7. Choose Export.

8. Select Formatted Report and specify a format using the arrows.

9. Click Export. The report is exported and downloaded onto your system.

Permission sets in Salesforce enables admins to extend access to objects within their organization without changing profiles. The LinkedIn Sales Insights for Salesforce application includes one permission set, called LinkedIn Sales Insights User, by default. You’ll need to assign the LinkedIn Sales Insights User permission set to any user who will need to view the LinkedIn Sales Insights component. To start, we recommend granting access to just the sales operations team. This is so the sales team is first trained on the definitions and the usage of the Sales Insights fields. 

1. Log in to Salesforce.

2. Click the Gear icon on the top rail and click Setup

3. From the left rail, expand Users and click Permission Sets

4. From the tabular list of available permission sets, click the LinkedIn Sales Insights User permission set.

5. On the LinkedIn Sales Insights User permission set page, click Manage Assignments.

6. Click Add Assignments

7. Select the users who need to be assigned this permission set and click Assign

Users who are assigned this permission set can now view the LinkedIn Sales Insights component on the account record.

  1. Log in to Salesforce and choose App Launcher displayed at the extreme left of the top rail.
  2. Search for and click on either one of the following apps:
  • LinkedIn Company Profiles
  • LinkedIn Personas

The subsequent page loads the LinkedIn Company Profile information or the LinkedIn Personas information, respectively. From this page, you can review the information displayed or can perform additional actions such as importing new information or changing the owner.

To understand LinkedIn Sales Insights and CRM integration better, review the following Help Center articles:

This section provides you with answers and information on some of the frequently asked questions on the LinkedIn Sales Insights with Salesforce CRM Integration. 

Consider the following points to understand credit usage in LinkedIn Sales Insights.  

  • LinkedIn Sales Insights consumes one credit for every account that you export. Information on consumed credits appears in the CSV report that you can generate on the Exports page. 
  • Downloading CSV account reports do not consume additional credits. 
  • If the process of exporting accounts fails, you can attempt to export the accounts again without consuming additional credits. 
  • Companies purchased in previous reports will also not consume additional credits. You can view a complete list of purchased accounts by using the Purchased Accounts option as your source on the Reports page.

A mismatch between the number of credits you are charged, and the number of accounts successfully exported to the CRM could result in one of the following errors described in the table below. Use the recommended steps for each error to resolve them. 

Error Message Resolution
CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY   This occurs when accounts are first exported to Salesforce. This issue should resolve itself in the next auto-export or manual export.  
ENTITY_IS_DELETED   This indicates that the account object has been deleted in your CRM. LinkedIn Sales Insights cannot write to deleted objects. Create a new account record to write Sales Insights data to the account record.  
INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY   This indicates a permission issue on the account. To resolve this issue, grant public access and enable Write access to the account in Salesforce.com (SFDC).  
Apex CPU time limit exceeded   This indicates that the Salesforce CPU limit has been exceeded.   This could also occur when accounts are first exported into CRM. This issue should resolve itself in the next auto-export or manual export.  

After turning on Daily Export, new records with the related Personas are created in Salesforce within 24 hours. For large batches of accounts, please allow Auto-Sync to run for a few days to ensure that all records are exported successfully. You can view the date of the last successful export on the Exports page.

If you are manually exporting records to Salesforce, you can track the status of the export process on the Exports page.

If you make a change to the configured Persona on the CRM page, please wait 24 hours for the new persona data to be refreshed in your CRM.

The Writeback to CRM functionality in LinkedIn Sales Insights was built to integrate with your CRM seamlessly and flexibly. You can create custom fields on an account record to which you can write firmographic data points from the LinkedIn Sales Insight custom component to the custom field. Follow the steps below in Salesforce Classic view: 

  1. Log into Salesforce.
  2. Click Setup displayed at the top right corner of the screen. 
  3. In the left panel, under Build, expand Create and select Objects. The Custom Objects page displays all custom objects that are currently available. 
  4. Click the custom object name. You can choose either company name or persona  name.
  5. Scroll down to the Custom Fields and Relationships section on the screen and copy the field label name that you want to write into LinkedIn Sales Insights. 
  6. On the left pane, expand Customize -> Accounts, and select Fields
  7. In the Account Fields page, scroll down to Account Custom Fields and Relationships section, and click New.  
  8. In the New Custom Field page, select the Formula Data Type and click Next.
  9. In the page that appears, enter the field label (copied in step 3).
  10. Choose the Formula Return type from list and choose a value from the Options drop-down list. If you don’t want a value, choose 0.  
  11. Click Next.  
  12. In the screen that appears, choose Advanced Formula tab and select Insert Field.  
  13. In the Insert Field dialog box, scroll through the list box on the right to see if the custom field is available in it. Scroll through all the list boxes and click Insert.  The new formula is populated on the page.
  14. Optionally, you can click Check Syntax to make sure the syntax of the formula is valid.  
  15. Click Next.  
  16. In the page that appears, you can determine which users can see this field. Use the checkboxes on the screen to determine who can and cannot see this field and click Next.
  17. Choose the page layouts that you want this field on and click Next.
  18. Click Save. The new field should be available/visible on all account page layouts. 

To complete this procedure in Salesforce Lightning view:

  1. Click Setup on the top right of the page. 
  2. Select Object Manager and click Account
  3. On the Account page, click Fields and Relationships
  4. On the Fields and Relationships page, click New.  
  5. Follow steps 8 to 18 outlined above.

To create a custom formula to write LinkedIn data to your custom field, follow these instructions.

Important: You cannot write persona data to new custom fields on any account record at this time.

  1. Connect your CRM. All current connections to CRM are powered through a pre-existing CRM Sync connection to a Sales Navigator contract. Once connected, you can easily link your Sales Insights and Sales Navigator contracts to share data. Learn more here.
  2. Review your CRM Match Report & perform corrections. It may take up to 72 hours for CRM data to become available in LinkedIn Sales Insights. Immediate export of prior to correcting matches could result in exporting data for the wrong accounts. For best practices on correcting your matches, learn more here. When corrections are made, wait 48 hours for corrections to be reflected and reportable in LSI.
  3. Export data from LinkedIn Sales Insights to your CRM. Requires installation and configuration of the LinkedIn Sales Insights for Salesforce application. Daily or on-demand export is available. See the more frequently asked questions related to CRM writeback here.