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Learn how to use the LinkedIn Sales Navigator for Salesforce integration app to sync your sales data between these two powerful sales tools.
The LinkedIn Sales Navigator for Salesforce app opens up a powerful workflow for sales. It connects the world's leading customer relationship management software to the world's largest professional network. Explore how to use the Sales Navigator integration app in conjunction with Salesforce to research leads and customers and sync data between these two powerful systems. Gini von Courter shows how to install and configure the app; research leads and contacts; sync data; and access Sales Navigator features like InMail, lead recommendations, and TeamLink from Salesforce.
Overview
Syllabus
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Introduction
- Using Sales Navigator with Salesforce
- What you need for this course
- Installation prerequisites
- Enable Tasks prior to app install
- Install the Salesforce app
- Set up Tasks settings
- Provide LinkedIn Activities folder access
- Edit lead page layouts
- Edit account page layouts
- Test the app
- Prepare to enable CRM Sync
- Configure CRM Sync in Salesforce
- Enable write-back from Sales Navigator
- Sales Navigator for Salesforce: The basics
- View a lead's LinkedIn information
- Search for a lead or contact's profile
- View a new lead's profile
- Send InMail and messages from Salesforce
- View a company profile
- View Salesforce data in Sales Navigator
- Next steps
