Linked In Sales Navigator Salesforce

LinkedIn Sales Navigator Salesforce offers a targeted approach to connecting with the right buyers, gaining valuable insights, and tailoring your outreach for maximum impact.

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As Jagjit Singh, Manager of Sales Strategy and Transformation at Infosys, attests, Sales Navigator facilitates building connections based on trust and rapport, crucial factors in successful sales interactions.

Linked In Sales Navigator Salesforce Application

The LinkedIn Sales Navigator for Salesforce application seamlessly integrates LinkedIn information and Sales Navigator insights into your existing sales workflow. By enriching contact records with LinkedIn data directly within Salesforce, you can gain a comprehensive view of your prospects and leads.

Utilizing Sales Navigator for Salesforce enables you to transform cold prospects into closed deals swiftly and effectively. With this application, you can:

Discover leads by searching LinkedIn profiles and accessing details such as photos and current roles. Additionally, Lead Recommendations help identify new potential leads.
Identify the best path for introductions through TeamLink.
Stay updated on Account and Lead changes, including news mentions and job updates, directly within Salesforce.
Send personalized InMail messages, messages, and connection requests from Salesforce. You can also monitor sales conversations in your Sales Navigator Inbox while managing custom connection requests and follow-up messages.
Streamline your workflow by accessing LinkedIn information within Salesforce, saving valuable time.

If you’re a Salesforce administrator using a Professional, Enterprise, Performance, Unlimited, or Developer edition, you can easily install LinkedIn Sales Navigator for Salesforce into your Salesforce organization to enhance your sales process.

How do I use technical implementation and security to integrate my CRM embedded profiles with Salesforce and Microsoft Dynamics CRM? Check out this whitepaper to learn more about the technical implementation and security of using CRM embedded profiles.

What do I do if LinkedIn for Salesforce isn’t allowing me to sign in? If you’re repeatedly being prompted to sign in to LinkedIn for Salesforce, or you’re not able to enter your credentials, you may need to add LinkedIn.com as a trusted site.

Here’s a tip

Installing LinkedIn Sales Navigator for Salesforce is not the same as syncing Salesforce with Sales Navigator.

Linked In Sales Navigator Salesforce Help Articles

Sales Navigator For Salesforce Release Notes
Salesforce and Sales Navigator
Review the following sections for more information on the most recent releases of LinkedIn Sales Navigator for Salesforce. Release includes minor bug fixes and feature improvements. This release includes the following changes:Introduction of CRM…
Enable CRM Embedded Experiences: Find Key People feature
Salesforce and Sales Navigator
With the CRM Embedded Experiences – Find Key People feature, you can uncover the right path in and discover hidden allies to save time prospecting directly within your CRM. With the Find Key People feature, you have more control over pinpointing…
CRM Embedded Experiences: Find Key People feature
Salesforce and Sales Navigator
With the CRM Embedded Experiences – Find Key People feature, you can uncover the right path in and discover hidden allies to save time prospecting directly within your CRM. With the Find Key People feature, you have more control over pinpointing…
Enable Contact Creation and Create New Contacts
Microsoft Dynamics and Sales Navigator, Admin, and Salesforce and Sales Navigator
Contact Creation gives a user the ability to create a Contact record in Salesforce and Microsoft Dynamics 365 from a Sales Navigator Lead Page or Lead List. Users must associate a Contact record in Salesforce to an Account record in Microsoft…
CRM Sync for Salesforce with Person Accounts
Salesforce and Sales Navigator and Sync your CRM
While setting up the Sales Navigator CRM Sync connection, as a Sales Navigator admin, you are provided the choice to configure your contract for Business Accounts or Person Accounts. If you select Person Accounts, you will have access to a suite of…
Configure Person Accounts with CRM Sync for Salesforce
Salesforce and Sales Navigator and Sync your CRM
While configuring CRM Sync with Salesforce and Sales Navigator, as an admin you can determine if your contract will use Business Accounts or Person Accounts. To configure Person Accounts for CRM Sync with Salesforce, complete the following steps:…
Native Integration vs. AppExchange Package for Salesforce
Salesforce and Sales Navigator
As a Salesforce user, you now have access to Native Integration with Sales Navigator (along with the existing AppExchange Package Integration), which ensures that you can enable: Out-of-the-box Embedded profiles (including LinkedIn quick actions)…
LinkedIn Sales Navigator Lead Creation for Salesforce – Technical Document
Salesforce and Sales Navigator
This feature provides the ability for a user to create a Lead record in Salesforce from a Sales Navigator Lead Page or Lead List. Admins must enable this capability, and individual users are required to authenticate with Salesforce in order to…
Troubleshoot Salesforce CRM Auto-Disconnect Errors
Salesforce and Sales Navigator
Occasionally, your CRM connection to Sales Navigator can be disrupted because of errors in your environment. When an error is detected, your CRM contract enters a buffer window state for a period of three days. During this period, although the CRM…
Troubleshoot API Issues/Errors
Salesforce and Sales Navigator
We’re constantly looking to improve your experience and we understand that working with APIs can sometimes be confusing. So we’re putting together some tips and tricks to help you troubleshoot common API issues. These troubleshooting tips can be…
LinkedIn Sales Navigator Contact Creation for Salesforce – Technical Document
Salesforce and Sales Navigator
This feature provides the ability for a user to create a Contact record in Salesforce from a Sales Navigator Lead Page or Lead List. Individual users are required to authenticate with Salesforce in order to create contacts. Users must associate a…
Update LinkedIn Sales Navigator for Salesforce app package
Salesforce and Sales Navigator
The security of your data is of the utmost importance, and in order to maintain the highest levels of protection, we periodically and proactively update our app packages. As part of these protocols, we recommend Salesforce customers with…
Privacy and Security of CRM Data Synced with Sales Navigator – FAQs
Salesforce and Sales Navigator
Syncing your Salesforce and Microsoft Dynamics 365 accounts and contacts enables Sales Navigator to deliver personalized lead recommendations, insights, and more on your target accounts and contacts. This data remains private and is never shared…
Troubleshoot Sales Navigator for Salesforce app package upgrade errors
Salesforce and Sales Navigator
The security of your data is of the utmost importance, and in order to maintain the highest levels of protection, we periodically and proactively update our app packages. As a Salesforce admin, you must update the SN for SFDC app package. While…
Contact Creation – Overview
Microsoft Dynamics and Sales Navigator and Salesforce and Sales Navigator
Contact Creation provides the ability for a user to create a Contact record in Microsoft Dynamics 365 or Salesforce from a Sales Navigator Lead Page or Lead List. Users must associate a Contact record to an Account record in their CRM…
Next Generation CRM Data Validation in Sales Navigator
Microsoft Dynamics and Sales Navigator, Salesforce and Sales Navigator, and Sync your CRM
With the introduction of the Next Generation CRM Data Validation, you can now see badges within Sales Navigator and it is displayed when contacts are out of date. This badge is displayed wherever Sales Navigator leads are shown. Also, Sales…
Turn the Salesforce Sync for Sales Navigator On and Off
Salesforce and Sales Navigator
Before you enable the Salesforce Sync feature for your team, ensure the following: As an admin, you can choose to sync Salesforce with Sales Navigator for your team during the onboarding process.If you choose to skip this step during the…
Sales Navigator Data Validation – Overview
Salesforce and Sales Navigator, Microsoft Dynamics and Sales Navigator, and Sync your CRM
Data Validation is a set of capabilities that leverages the CRM Sync integration to validate information in CRM against the information that is LinkedIn. CRM Administrators can use this Data Validation field to create new reports or…
Sync Salesforce with Sales Navigator
Salesforce and Sales Navigator
Syncing Salesforce with Sales Navigator saves you time by automatically importing your accounts and contacts, as well as continuously syncing with Salesforce as new accounts and contacts are added.Learn more by clicking a link below: If you’re an…
Install LinkedIn Sales Navigator for Salesforce
Salesforce and Sales Navigator
If you’re a Salesforce administrator and you are on a Professional, Enterprise, Performance, Unlimited, or Developer edition, you can install LinkedIn Sales Navigator for Salesforce into your Salesforce organization. Check out our installation…
Uninstall Sales Navigator for Salesforce Lightning
Salesforce and Sales Navigator
Please follow the sections below to uninstall Sales Navigator from Salesforce Lightning. Typically, Visualforce pages are installed on the following layouts: Writeback activities include: To delete the VisualForce component, click the X icon. To…
CRM Sync for Sales Navigator and Salesforce Technical Implementation and Security
Salesforce and Sales Navigator
LinkedIn Sales Navigator for Salesforce – Overview
Salesforce and Sales Navigator
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…
Exclude Users from your Sales Navigator for Salesforce Embedded Profile
Salesforce and Sales Navigator
If you’d like to limit the number of individuals who can view your Embedded Profile integration, you may do so via a combination of Apex Class Enablement and Visualforce pages. To exclude users from your Salesforce Embedded Profile: Clone a new…
Manage Your Salesforce Sync for Individual Accounts and Leads
Salesforce and Sales Navigator
Any leads or accounts that are synced from Salesforce will appear with the blue Salesforce cloud. You can unsync a lead or account by removing it from Sales Navigator.To unsync a lead in Sales Navigator: To unsync an account in Sales Navigator: You…
Sales Navigator Admin Portal for Salesforce Lightning
Salesforce and Sales Navigator
Sales Navigator offers an Admin Portal for Salesforce Lightning Admins to address two key issues: Easy Restoring of Global Actions:Currently, we provide instructions for CRM Admins on how to create new task record types, if they’ve never…
How Do I Uninstall Sales Navigator for Salesforce Classic?
Salesforce and Sales Navigator
Please follow the sections below to uninstall Sales Navigator from Salesforce Classic. Typically, Visualforce pages are installed on the following layouts: Writeback activities include: To delete the Visualforce page and writeback activities: When…
CRM Sync for Sales Navigator Salesforce Enablement Guide
Salesforce and Sales Navigator
LinkedIn Sales Navigator for Salesforce Lightning Installation Guide
Salesforce and Sales Navigator
LinkedIn Sales Navigator for Salesforce Classic Installation Guide
Salesforce and Sales Navigator
Error Syncing Salesforce to Sales Navigator
Salesforce and Sales Navigator
If you’re receiving an error while trying to sync your Salesforce Account to your Sales Navigator account, there might be an API enablement issue. Salesforce only supports API access for the Enterprise, Unlimited, Developer, or Performance edition…
Salesforce Syncing Error – Email Address Mismatch
Salesforce and Sales Navigator
When an email is entered in Sales Navigator that does not match an email address in Salesforce, you’ll receive a syncing error message. To fix this error, please update the member’s email address within Sales Navigator by removing and re-adding the…
Salesforce Lightning App Builder for Sales Navigator
Salesforce and Sales Navigator
If you’re using Lightning for Salesforce, there are a variety of pre-installed page layout options for Account Pages, Contacts Pages, Lead Pages, and Opportunity Pages. You can access these by searching for Lightning App Builder in Setup