Login to your Salesforce account; go to the AppExchange -> Apps -> search option. Type LinkedIn in the search box and download the LinkedIn package given in left window. Once it is downloaded, start the installation process and choose the customization option and security settings as per your requirements.
- First you'll have to login to your Salesforce account,
- Proceed to the AppExchange and then move to Apps and then Search option.
- Type LinkedIn the search box and start downloading the LinkedIn package.
- Start the installation process once it is downloaded.
How do I install a Salesforce package in a browser?
In a browser, enter the installation URL. Enter your username and password for the Salesforce org in which you want to install the package, and then click Login. If the package is protected by an installation key, enter the installation key. For a default installation, click Install.
What happens after I install a custom link in Salesforce?
For example, if a custom link in the package refers to a document, the Salesforce Help ID for the document is different after you install it. Salesforce automatically alters the installed custom link to refer to the new ID in your organization. Salesforce also checks and verifies any dependencies.
What is LinkedIn Sales Navigator for Salesforce?
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.
Why is the Salesforce Help ID different after I install the package?
For example, if a custom link in the package refers to a document, the Salesforce Help ID for the document is different after you install it. Salesforce automatically alters the installed custom link to refer to the new ID in your organization.
How do I export lead data from LinkedIn?
Open Lead List on Sales Navigator. To export a linkedin sales navigator list, go to “Lead lists” tab on your Sales Navigator. Select the lead list you want to export from Sales Navigator.Download your lead list from Sales Navigator. Name your extraction. Press the button “Extract X Leads”
Can you connect LinkedIn sales Navigator to Salesforce?
The LinkedIn Sales Navigator for Salesforce application allows you to view LinkedIn information and Sales Navigator insights where you're already tracking your other sales activity. You can turn your contact records into rich profiles by viewing LinkedIn information directly within Salesforce.
How do I add LinkedIn sales Navigator to Salesforce?
To install the LinkedIn Sales Navigator app:Type LinkedIn Sales Navigator in the Quick Find search box. ... To continue installing the AppExchange Package, select the LinkedIn Sales Navigator AppExchange Package tab and click Install.In the pop-up window that appears, click Get it Now.More items...
Can you import LinkedIn contacts to Salesforce?
With LinkPort, you can map LinkedIn contact details similar to Salesforce fields, add your own custom fields and directly import to Salesforce. Just hit save and the details automatically get synced to your Salesforce account.
How do I sync Salesforce with LinkedIn?
Stepwise Salesforce integration with LinkedInFirst you'll have to login to your Salesforce account,Proceed to the AppExchange and then move to Apps and then Search option.Type LinkedIn the search box and start downloading the LinkedIn package.Start the installation process once it is downloaded.More items...
How do I integrate with LinkedIn?
1:263:56Integration How To Connect LinkedIn - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo just connect your linkedin. Account. Continue choose the ads. Account. And the form that you wantMoreSo just connect your linkedin. Account. Continue choose the ads. Account. And the form that you want the leads to copy automatically. From test the trigger.
How do I export sales navigator leads to Salesforce?
Here's How You Can Export Lists From Sales Navigator in 3 StepsStep 1 – access the leads you want to extract. Put together your search. ... Step 2 – sign up for Wiza here, and download the extension. ... Step 3 – Download the CSV or sync the leads to your CRM.
What is LinkedIn sales Navigator?
LinkedIn Sales Navigator, available for individuals or teams, is the best version of LinkedIn for sales professionals. Sales Navigator features a powerful set of search capabilities, improved visibility into extended networks, and personalized algorithms to help you reach the right decision maker.
How do I open a navigator in Salesforce?
Once this extension added and enabled, from any Salesforce.com website, hit shortcut keys (by default is Ctrl+Shift+Space) to get this Navigator textbox.
LinkedIn Integration with AppExchange
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. The AppExchange integration allows your reps to log Sales Navigator activities directly into Salesforce.
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Prerequisites
To successfully set up Salesforce LinkedIn Integration you need to meet the following requirements:
Introduction to Salesforce
Salesforce is a Cloud-based Enterprise platform that offers robust business applications that help improve customer experience. It’s a well-known Customer Relationship Management (CRM) platform that lets you stay in touch with your Customers, Prospects, Partners, Sales, and Marketing services all over the world.
Introduction to LinkedIn
LinkedIn is a powerful professional social media platform that allows professionals to connect with one another around the world. LinkedIn has a large customer base and is one of the most well-known platforms on the internet, with over 690 million users. LinkedIn is mostly used for Job Postings, Company Updates, Networking, and much more.
Importance of Salesforce LinkedIn Integration
Salesforce, like any other CRM, has the limitation of relying solely on you to populate the information. You’ll have to invest money to generate contact information that can be turned into Leads.
Steps to Set Up Salesforce LinkedIn Integration using LinkedIn Sales Navigator
LinkedIn’s official tool, Sales Navigator for Salesforce present in the AppExchange helps you to search for LinkedIn Leads, Contacts, Accounts, Opportunities, and access other LinkedIn features through your Salesforce CRM.
Benefits of Salesforce LinkedIn Integration
LinkedIn gives you access to a wealth of marketing data, while Salesforce helps you intelligently organize that data and produce limitless leads. Let’s discuss some of the benefits provided by Salesforce LinkedIn Integration.
Conclusion
This article introduced you to the key features of Salesforce and LinkedIn. Moreover, you understood the importance of Salesforce LinkedIn Integration. Furthermore, you learned the steps to connect LinkedIn to Salesforce. At the end of this article, you explored some of the benefits Salesforce LinkedIn Integration provides.
What is LinkedIn Sales Insights?
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.
Can you link LinkedIn to Sales Navigator?
If you already have a CRM synced with LinkedIn Sales Navigator, you can simply link LinkedIn Sales Insights to the same instance. If your CRM is not synced with LinkedIn Sales Navigator, you can still connect your CRM with LinkedIn Sales Insights. You can connect your CRM directly from the CRM page in Sales Insights. This section takes you through the following steps:
What happens if there are no packages in the package list?
If there are no items in the Package Items list, the package contains only minor changes not recorded in the Package Items list.
Can you edit permissions in a managed package?
In managed packages, you can't edit permission sets that are included in the package, but subsequent upgrades happen automatically. If you clone a permission set that comes with a managed package or create your own, you can make changes to the permission set, but subsequent upgrades don't affect it.
Does Salesforce check for dependencies?
Salesforce also checks and verifies any dependencies . An installer’s organization must meet all dependency requirements listed on the Show Dependencies page or else the installation fails. For example, the installer's organization must have divisions enabled to install a package that references divisions.
Initial Installation
A link to the Installation links page can be found on the order form that the customer signed to purchase the licenses. This link can be used anytime to obtain the latest version. Salesforce CPQ will show as 'Trial' upon initial installation into a Production environment. Every Tuesday and Friday, Salesforce reviews new installs and activates them.
Upgrades
The latest installation links can always be accessed from the page on the initial order form. You can obtain the upgrade schedule and reference installation links for the following packages here :
