As an admin with a CRM Pilot account, you may have a few questions as you get started. We’re working with your organization to ensure integrating Sales Navigator is as seamless as possible, but here are a few of the top questions you may have during this process:
WriteBack Troubleshooting
To determine the correct match:
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Lead and contact criteria includes email, phone number, first name, last name, current company, current title, past company, and past title.
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Account criteria includes company domain, website, phone, postal code, street, state/province, city, number of employees, and industry.
We review the criteria mentioned above and verify that there is a high confidence score in the match.
Learn more about the rules to match Sales Navigator and your CRM.
Sync
If an error message appears, and your Sync isn’t enabled, here are two things to check for to solve the problem:
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Confirm that your SFDC has API enabled.
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Make sure that necessary Account Fields aren’t hidden and can be edited for your SFDC Admin Profile.
Learn more about the fields that must be enabled for your Sync to work perfectly.
Please follow the steps below to specify or whitelist the list of IP addresses in your Salesforce and protect your organization’s data from unauthorized access:
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Under the Setup tab, enter and then select Network Access in the Search box.
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Click New.
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In the Start IP Address field, enter a valid IP address. Then enter a higher IP address in the End IP Address field.
Users can log in with these IP addresses, as they are within the ideal range. For logins from a single IP address, the start and end fields have the same IP address. Below is our list of current IP addresses that must be allowed, if admins wish to whitelist IP addresses:
- 108.174.2.192 - 108.174.2.223 (entire range)
- 108.174.5.96 - 108.174.5.127 (entire range)
- 108.174.8.16 - 108.174.8.31 (entire range)
- 64.152.25.81
- 64.152.25.209
- 8.22.161.209
Enter a short description or detail about your range of addresses.
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Click Save.
Sales Navigator has strict access control policies while handling intellectual property, and customer and member data.
To learn more about our security practices, please visit: https://security.linkedin.com.
Being a certified Salesforce partner, LinkedIn has an annual security review process of integration. CRM Sync isn’t distributed through Salesforce AppExchange, but uses Salesforce’s API to access and write a client’s Salesforce data.
This occurs because you’re a converted lead in Salesforce and your profile moves to the read-only status. This means that information write-back to your profile isn’t possible. However, be assured that your InMail message was delivered to the recipient.
If your CRM connection intermittently appears as disconnected, follow these steps to resolve the problem:
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From your Salesforce Setup page, go to Connected Apps OAuth Usage and confirm that you have LinkedIn Sales Navigator installed.
Here's a tip
If you see an Uninstall option on this page, then it implies that you have installed the Sales Navigator app. -
Click Manage App Policies for LinkedIn Sales Navigator.
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Determine the value set for the Refresh Token Policy field.
It should say Refresh token is valid until revoked.
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Click Session Policies and determine the value set for Timeout value.
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Confirm that the Lock sessions to the IP address from which they originated check box is not checked.
Embedded Profiles
How do I install LinkedIn Sales Navigator for Salesforce application?
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Log in to Salesforce and find the install link for production or sandbox.
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You can select a security level that either limits access to profiles or users with Sales Navigator Advanced licenses or Advanced Plus accounts, or you can Grant access to all users.
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Click Install.
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You will be notified of the installation in one out of two ways: via an Install Complete message on the screen, or a Processing message followed by an email when the installation is complete.
Please check out our installation guide for further step-by-step instructions.
If the installation fails and an Activities Missing Organization Feature: Activity Record Type: null message is visible, you must create a new Record Type of Tasks in your account.
For step-by-step instructions on how to complete this action, check out the Before you Install section of our installation guide.
The error message: Unable to sync because a user with the same email address could not be found in the CRM appears in case of an email mismatch when you try to enable sync for a user.
To fix an email syncing error in Account Center, click here.
To fix an email syncing error in Salesforce, click here.