Next, select your territories and job functions. This means you can now accomplish your tasks without toggling back and forth between your CRM system and Sales Navigator. This includes: Account and Contact records associated with any Open Opportunities, which are imported right into Sales Navigator. 3. Select the users and their access types based on your organization’s security model. 2. When viewing the application for the first time, you’ll be prompted to log into your LinkedIn profile. Were you able to complete your intended purpose today. 2. This is probably the better option of the two, as it looks a lot tidier and … 1. This will give you a unified view of all your active opportunities and ensure that all changes are updated in run-time in your CRM platform. 4. 1. 2. SN is packed with a lot of features and possibilities. Join Gini von Courter for an in-depth discussion in this video, App setup: Account and Opportunity page layouts (Lightning), part of Salesforce: LinkedIn Sales Navigator Integration (2017). 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. In the Activation: Account 3 Column (Sales Navigator) pop-up window click Assign as Org Default. First, we get LinkedIn Sales Navigator for Salesforce that's an application that will be installed by our Salesforce admin. 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. To install the LinkedIn Sales Navigator app: 1. Repeat the above instructions for all other profiles Note: Don’t change the System Admin or Integration User’s Profile. Locate the LinkedIn Reports folder and select the dropdown icon on the right. How to export multiple LinkedIn Sales Navigator lists Click Save. How to integrate LinkedIn Sales Navigator with Salesforce CRM. Test the changes you’ve made to the pages and confirm the embedded profile is added correctly. 12. 7. Follow the steps in this guide to install and configure Sales Navigator, and then proceed to CRM integration, Sales Navigator CRM Sync & Activity Writeback for Salesforce, Salesforce: Enterprise, Performance, Unlimited, or Developer edition, Salesforce: Professional Edition requires API Access (May require an additional fee, please contact Salesforce for more information. As an additional part of the LinkedIn social network, Sales Navigator is a tool that allows sales, marketing, and growth development teams to find and engage with prospects on a more personal level. Select LinkedIn Admin Portal within the App Launcher. Return to Object Manager and repeat the Steps 2 to 5 for Lead Page Layouts. Email from support@salesforce.com will be sent to your email. Streamline your sales pipeline by connecting Salesforce to LinkedIn Sales Navigator by automatically importing lead, contact, opportunity and account records into the LinkedIn Sales Navigator. 5. LinkedIn’s Sales Navigator for Salesforce will create a seamless sales prospecting experience for your reps. Now reps can automatically import from Sales Navigator any accounts, contacts, and lead records that your team is actively working on. This way, you can automatically import accounts, contacts, and lead records your team is actively working on the go. That's an application that will be installed by our Salesforce admin, and then CRM Sync for Sales Navigator. Note: LinkedIn InMail will now show up as an option in your contact. Overall, how satisfied were you with your experience on the LinkedIn Help Center today? 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