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 incorporate into existing dashboards or views.
To learn more about Data Validation, please review the frequently asked questions below:
To utilize Data Validation, you must have the following:
A Sales Navigator Advanced Plus edition subscription
CRM Sync enabled by an admin
A CRM Admin + Sales Navigator Admin for enablement
Data Validation leverages your CRM Sync integration to validate information in your CRM against information that is available on LinkedIn. By comparing the two datasets, Data Validation can highlight discrepancies and flag those accounts for action.
LinkedIn will attempt to validate every CRM contact record that fits any of of the three following cases:
Owned by a Sync’ing Sales Navigator user; OR
Related with an Opportunity owned by a Sync’ing Sales Navigator user; OR
Related with an Account owned by a Sync’ing Sales Navigator user
When LinkedIn determines that a CRM contact is no longer with their CRM account, it will return a Not At Company value.
Records are updated and validated every 24 hours.
To enable Data Validation for Dynamics 365:
Log into your Dynamics 365 CRM.
Click on the
Select LinkedIn Sales Navigator, and access Sales Navigator Integration Settings.
Turn the toggle on for all three integrations that appear, to enable data validation.
Click here to review the full Sales Navigator Data Validation for Microsoft Dynamics 365 Guide.
Field values for Data Validation include:
Not At Company: This contact is not associated with this account according to LinkedIn data.
No Feedback: We have no feedback to share or there was no change at company. This will be the default value.
Ignore: Disregard this flag (user has determined they don't want this flagged).
Please visit our Sales Navigator Customer Hub for more information on CRM Sync and Activity Writeback for Dynamics 365.
To enable Data Validation for Salesforce:
Upgrade to the latest Sales Navigator for Salesforce app package via AppExchange, and click Get It Now.
Log into your Salesforce CRM.
In the installation options that appears, select Install for All Users, and click Upgrade to enable data validation.
Click here to review the full Sales Navigator Data Validation for Salesforce Guide.
Field values for Data Validation include:
Not At Company: This contact is not associated with this account according to LinkedIn data.
<null> / No Feedback: We have no feedback to share or there was no change at company. This will be the default value.
Ignore: Disregard this flag (user has determined they don't want this flagged).
Please visit our Sales Navigator Customer Hub for more information on Sales Navigator CRM Sync & Activity Writeback for Salesforce.
Admins can troubleshoot syncing errors through the Data Validation Error Viewer in the LinkedIn Admin App.