LinkedIn Sales Insights CRM Writeback allows you to establish a foundation of real-time firmographic and function-level data in your CRM from Sales Insights. You can do this through manual export, or by enabling daily export to your CRM.
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This feature is currently only available for Sales Navigator CRM sync customers with Salesforce. In early 2021, we hope to offer this without the need for Sales Navigator or CRM integrations.
Review these frequently asked questions to learn more about CRM Writeback for Salesforce:
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Your company must use Enterprise, Performance, Unlimited, or Developer editions
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Professional Edition requires API Access
No, exporting data from Sales Insights into CRM fields won't count against any quotas, and is covered under the LinkedIn and Salesforce partnership agreement.
We make batch calls to the Salesforce API for every 800 accounts, one call for account data and one call for persona data.
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A custom object called LinkedIn Sales Insights will be created in your CRM. This is linked to the account record.
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Firmographic, persona, and custom LinkedIn fields will be available on the LinkedIn Sales Insights Object.
To view a report in Salesforce:
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Open the Salesforce instance that is connected to Sales Insights.
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Navigate to the Reports tab and select the folder LSI Reports. You should see one report called LinkedIn Sales Insights.
- If you’d like others within your organization to view this report, make the report public.
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The LinkedIn Sales Insights Report will allow you to view and analyze the accounts enriched by LinkedIn Sales Insights.
Yes, you can see the Sales Insights component in both Classic and Lightning mode.
Learn more in the LinkedIn Sales Insights for Salesforce Installation Guide.
Learn more in the LinkedIn Sales Insights for Salesforce Installation Guide.
Learn more in the LinkedIn Sales Insights for Salesforce Installation Guide.
General CRM Writeback Questions
LinkedIn Sales Insights uses BulkAPI 2.0 and uses the Update operations to write back all of the accounts with batch size of 800.
The total quota is based on the number of seats in Salesforce (more seats = higher quota). The available quota depends on that, and the amount of quota being consumed by other operations occurring while LinkedIn Sales Insights is pushing data.
We do not know how many seats a customer has, or what other API operations are running concurrently, so we don't know if we'll hit the daily limit or not.
All accounts have updated metrics pushed daily. So all records are updated daily.
For manual export and daily export, the batch calls to the Salesforce API are every 800 accounts per call.
The LinkedIn Sales Insights package only causes accounts to be imported. But the LinkedIn Sales Navigator package will cause other entities to be imported as well.
Learn more: