how to use linkedin for salesforce

How to Integrate Salesforce with LinkedIn

1. Open App Launcher by clicking the tile icon in the upper left corner.
2. Choose LinkedIn Sales Navigator Assistant from the drop-down menu.
3. Establish Sales Navigator Components according to the guide's instructions.
4. Quickly switch on Enable Enterprise Features in the upper right corner and follow the on-screen prompts to...

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Is Edi and Salesforce the same?

Thus, as a business owner, you only have to focus on its growth, while our EDI experts will take care of your EDI compliance and integration with Salesforce. Our The EDI Exchange and Salesforce integrated team allows integration of your purchase orders with Salesforce at anytime as possible.

Who produced the LinkedIn for Salesforce video?

LinkedIn Live allows you to build deeper connections and drive more engagement with the world’s largest professional community. Live videos get, on average 7x more reactions and 24x more comments than native video produced by the same broadcasters. “The difference was obvious the minute we went live with LinkedIn.

How to integrate LinkedIn?

• Open Microsoft Teams and go to any one-on-one chat
• Click on the LinkedIn tab
• Select Sign in now to connect your LinkedIn account.
• In order to use LinkedIn in Teams, one needs to share LinkedIn account data with Microsoft apps. Connect your LinkedIn account to Microsoft apps.

What is Salesforce, what does Salesforce do?

Salesforce is a company based out of San Francisco, California. They are the leaders in cloud technology and CRM services. In addition, they offer a suite of products for customer relationship management, enterprise resource planning, social media marketing, eCommerce platforms, and more.

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Can you connect LinkedIn to Salesforce?

With the LinkedIn and Salesforce integration, sales teams can now harness the combined power of LinkedIn Sales Navigator — where they're already tracking other sales activity — and Salesforce. With this integration you can: Target buyers and companies that are right for your products and services.

Does LinkedIn have a CRM tool?

LinkedIn already has a sort of very light CRM tool called Sales Navigator. The tool provides basic lead management capabilities that uses contact data from a user's connections and helps target potential contact and account prospects based on certain demographic criteria.

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?

Required Editions To turn on the LinkedIn Sales Navigator native integration: In Setup, enter LinkedIn Sales Navigator in the search box. Then click LinkedIn Sales Navigator. In the LinkedIn Sales Navigator Integration tab, turn on the Sales Navigator Integration.

How do I use LinkedIn as a CRM?

5 Ways to Use LinkedIn as a CRM: The Relationship TabInMail/Email Sync. In this area, LinkedIn will automatically populate all messages that have been sent between you and the saved contact on LinkedIn. ... Notes. Under “Notes” you can fill in anything you'd like in relation to that saved contact. ... Reminders. ... How You Met.

How do I link my CRM to LinkedIn?

The first step in this process is to successfully install the Sales Navigator Embedded Profile for your CRM. You'll need Sales Navigator Advanced or Sales Navigator Advanced Plus edition to enable the embedded profile. But to enable CRM sync, you will need Sales Navigator Advanced Plus edition.

How do I add a Salesforce profile to LinkedIn?

I just added a badge that i've already had in my LinkedIn profile. You can go to your LinkedIn profile and under Add certificate -> Certification Name & Certification Authority (Salesforce Trailhead). That's it.

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.

How often does sales Navigator sync with Salesforce?

every 12 hoursSales Navigator imports data once during the initial configuration as well as on a daily basis, pulling updates/changes/new information every 12 hours.

How do I use LinkedIn Navigator?

Here's how to use LinkedIn Sales Navigator.Save and monitor key prospects and accounts. ... Document your findings in an account map. ... Use TeamLink to identify connections. ... Organize prospects with tags and notes. ... Extend your reach by identifying similar prospects. ... Take advantage of enhanced search features.More items...

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.

How do I use sales Navigator app?

4:5240:42Setting up Sales Navigator for Salesforce Webinar - YouTubeYouTubeStart of suggested clipEnd of suggested clipSecond it badges profiles in sales navigator to provide one-click access back to the correspondingMoreSecond it badges profiles in sales navigator to provide one-click access back to the corresponding crm. Record. So if a rep comes across a lead and sales navigator.

The Different Solutions

There are at least four different options for integrating LinkedIn with Salesforce.

Stepwise Salesforce integration with LinkedIn

Let us now proceed on how to connect LinkedIn and Salesforce before we read about the integration process in more detail:

LinkedIn & Salesforce – Installation Guide

You must have the Administrator rights before you begin with the installation.

Installing the Application

First of all, login to your Salesforce account and head to the AppExchange home page. There, you need to select Apps option from the screen and type LinkedIn in the search box before you see the Salesforce and LinkedIn integration Wizard.

What editions of Salesforce is required for LinkedIn?

Editions Required: LinkedIn for Salesforce requires a Professional, Enterprise, Unlimited, Developer, or Performance edition of Salesforce.

Is Salesforce a good lead generation platform?

Leads Generation Costs Minimized: Salesforce & LinkedIn both have plenty of marketing tools for potential leads generation. Both of the platforms will be used together by the marketing experts concurrently based on the requirements to take your business to new heights regardless of how these platforms can be used to your advantage, generating potential leads at low prices is surely a positive move for businesses.

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.

How to use Salesforce on a regular basis?

Step 1: Under Administer section Navigate to Security Controls  Auth. Providers and click New, and select Provider Type as LinkedIn, enter the name, URL Suffix, and click Save. Step 2:

Can you log into Salesforce with LinkedIn credentials?

After you enter your credentials, it automatically create a user for you in Salesforce and lets you log into Salesforce automatically. The Single Sign-on feature in Salesforce is more convenient for your users, as they can log into Salesforce by using LinkedIn credentials, and ultimately it saves users’ time a lot.