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#LINKEDIN SALES NAVIGATOR SALESFORCE HOW TO#
#LINKEDIN SALES NAVIGATOR SALESFORCE INSTALL#

You can select any of these options as per your requirements.

#LINKEDIN SALES NAVIGATOR SALESFORCE INSTALL#

You get three options here, namely, Install for Admins only, Install for all users, and Install for specific profiles. Finally, choose the installation type for the integration.Click on the box alongside agree to the terms and conditions section and then click on ‘Confirm and Install’. From the given list of options, you must select ‘Install in Org’ and click on ‘Install Here’.You must click on the ‘Get it Now’ button when the pop-up window appears.First of all, visit Salesforce AppExchange and type ‘LinkedIn Sales Navigator’ in the Quick Find search box.Now that you have been through the major steps for the Salesforce Integration with LinkedIn, let us now dive through these steps in detail: Step-1 Installing LinkedIn Sales Navigator Testing Salesforce LinkedIn Integration.Configuring Salesforce LinkedIn Integration.

The whole process of this integration can be divided into three major steps:. Let us now discuss the steps associated while setting up Salesforce Integration with LinkedIn using Sales Navigator.

#LINKEDIN SALES NAVIGATOR SALESFORCE HOW TO#

You must install this feature for linking your Salesforce with LinkedIn.ĭon't forget to check out: Integration using Salesforce Connect How to Set Up Salesforce Integration with LinkedIn using Sales Navigator Other than this, LinkedIn Sales Navigator also offers you ample interesting features such as InMail messaging, real-time sales updates, updates on who viewed your profile, notes and tags, smart link presentations, and many more. The platform not only provides you with the leads that best suit your organisation but also suggests those who can react positively when approached. It lets you find the right leads for your organization, get useful insights about these leads, and give a push to your sales through personalized approaches. LinkedIn Sales Navigator, available on AppExchange, is a powerful feature of LinkedIn that helps you drive sales processes more smoothly and conveniently.

Your browser must have a minimum version of Flash Player 9.0 with JavaScript enabled for a seamless process.

You need to have an active LinkedIn account with LinkedIn Sales navigator (or a higher plan) purchased.

You need to have Administrator rights to start the installation process.

Prerequisites for Salesforce-LinkedIn Integrationīefore we jump into the options to integrate Salesforce with LinkedIn, let’s quickly go over the requirements: Let us now understand the different ways you can integrate Salesforce with LinkedIn and the prerequisites for the same. One can hire experts in Salesforce app development to help with this, provided that you meet the eligibility criteria. The great news here is, that they both can work together via integration. Salesforce needs customer data for this to work well and LinkedIn is a great platform for that. It uses concepts of targeted marketing & approaching at the right time to maximize sales. Salesforce breaks down traditional technology silos between departments and makes it easier for them to work with each other towards a better experience for the customer. Due to this rise in the need for customer relationships, the rise of Salesforce, an innovative CRM was expected. Things have shifted towards tracking and understanding the need of buyers by using data and analytics.

You cannot expect extraordinary results by pushing out bulk emails to every prospect that comes to you. The general approach to selling doesn’t work as effectively in today’s world. Salesforce Integration with LinkedIn - Here's All You Need to Know by: AtoCloud blow post content copied from Forcetalks click here to view original post