Slaesforce FAQ

how to use salesforce with linkedin

by Miss Rosetta Bechtelar Sr. Published 3 years ago Updated 2 years ago
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How to integrate LinkedIn & Salesforce in 3 mins?

  1. Connect both Salesforce and LinkedIn by authenticating them on Automate.io platform.
  2. Choose LinkedIn and select one of its events as a “trigger” that’ll start the automation.
  3. Select an “action” event from Salesforce which will run every time the trigger event occurs.
  4. Map the data fields between LinkedIn and Salesforce using the drag-drop interface.

Stepwise Salesforce integration with LinkedIn
  1. First you'll have to login to your Salesforce account,
  2. Proceed to the AppExchange and then move to Apps and then Search option.
  3. Type LinkedIn the search box and start downloading the LinkedIn package.
  4. Start the installation process once it is downloaded.

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 I integrate LinkedIn with 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.

How do I get LinkedIn leads into Salesforce?

From Setup, enter LinkedIn Lead Gen in the Quick Find box. Then click LinkedIn Accounts. Connect a LinkedIn account to your Salesforce org. Salesforce connects the ad accounts associated with this member account to your org.

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 does LinkedIn sales Navigator work with 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 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 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.

Can you pull data from LinkedIn?

Click the Me icon at the top of your LinkedIn homepage. Select Settings & Privacy from the dropdown. Click the Data Privacy on the left rail. Under the How LinkedIn uses your data section, click Get a copy of your data.

Does LinkedIn have an ATS?

From job boards to human resource information systems and more, LinkedIn's ATS brings all your favorite hiring tools into one integrated workflow.

How do I link Salesforce and LinkedIn Navigator?

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 link my Salesforce and LinkedIn sales Navigator?

Step 1: Locate the LinkedIn Sales Navigator Tool in Salesforce. Sign in to your Salesforce account. ... Step 2: Initiate the LinkedIn Sales Navigator Salesforce Integration. ... Step 3: Set Up the User Access Limit. ... Step 4: Complete and Configure the LinkedIn Sales Navigator Installation.

How do I set up LinkedIn sales Navigator in 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...

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.

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 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.

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

About LinkedIn

LinkedIn is the world's largest social network for professionals. Manage your professional identity. Build and engage with your professional network. Access knowledge, insights and opportunities.

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