Class Central is learner-supported. When you buy through links on our site, we may earn an affiliate commission.

LinkedIn Learning

Salesforce 2018: LinkedIn Sales Navigator Integration

via LinkedIn Learning

Overview

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.

Syllabus

Introduction
  • Using Sales Navigator with Salesforce
  • What you need for this course
1. Install the LinkedIn Sales Navigator for Salesforce App
  • 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
2. Install CRM Sync
  • Prepare to enable CRM Sync
  • Configure CRM Sync in Salesforce
  • Enable write-back from Sales Navigator
3. Using the Integration App
  • 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
Conclusion
  • Next steps

Taught by

Gini von Courter

Related Courses

Reviews

Start your review of Salesforce 2018: LinkedIn Sales Navigator Integration

Never Stop Learning!

Get personalized course recommendations, track subjects and courses with reminders, and more.

Sign up for free