CRM Embedded Experiences enable sellers to leverage more accurate data and insights to prioritize high-potential accounts, develop key buyer relationships, and uncover hidden allies and timely intel for effective outreach—all without leaving their…

Review the following sections for more information on the most recent releases of LinkedIn Sales Navigator for Salesforce. This release includes the following changes:Bug fixesFeature improvement - As an admin, if you have not assigned permission…

Following are the CRM Sync permissions that are required to perform specific tasks: The following table describes the objects for each CRM that require access: Learn more Please review the following frequently asked questions about CRM Sync…

Sales Navigator is built to integrate seamlessly with your team's daily sales and relationship workflow. Sales Navigator is available both as a viewable embedded profile within your CRM and can also be actively synced with your CRM to move important…

With the introduction of the Next Generation CRM Data Validation, you can now see badges within Sales Navigator and it is displayed when contacts are out of date. This badge is displayed wherever Sales Navigator leads are shown. Also, Sales…

The security of your data is of the utmost importance, and in order to maintain the highest levels of protection, we periodically and proactively update our app packages. As part of these protocols, we recommend Salesforce customers with…

After enabling CRM Embedded Experiences on Salesforce, you will also need to assign permissions sets to users. The LinkedIn Sales Navigator Standard User permission set must be assigned to any non-system admin that you want to provide access to…

In Salesforce, the managed package permissions sets cannot be modified or updated. So if you need to make changes to any of the package permission sets, you will have to clone the permission set, then update the values and finally assign a user to…

CRM Embedded Experiences: Account IQ enables you to access powerful account insights within your CRM. Rather than searching across the web for relevant company insights and get up to speed quickly, Account IQ will provide an easy access summary of…

The CRM Embedded Experiences: Relationship Map feature offers you a centralized and consolidated place to store, update, and share account information with your colleagues who have a Sales Navigator license from within your CRM. With Relationship…

With the CRM Embedded Experiences - Find Key People feature, you can uncover the right path in and discover hidden allies to save time prospecting directly within your CRM. With the Find Key People feature, you have more control over pinpointing…

CRM Embedded Experiences enable sellers to leverage more accurate data and insights to prioritize high-potential accounts, develop key buyer relationships, and uncover hidden allies and timely intel for effective outreach—all without leaving their…

Contact creation provides the ability for a user to create a Contact record in Microsoft Dynamics 365, Salesforce, or HubSpot from a Sales Navigator Lead Page or Lead List. Users must associate a Contact record to an Account record in their CRM…

To start testing Embedded Profiles and Embedded Experiences within a Sandbox environment, we recommend testing each of the features below to ensure a successful connection. Get startedYour CRM admin will need to install the latest Sales Navigator…

To embed Sales Navigator’s impactful data, insights, and features directly into your CRM, your CRM admin will need to install the app package for Sales Navigator if you're on Salesforce or Microsoft Dynamics. After the app package is installed, you…

Contact Creation gives a user the ability to create a Contact record in Salesforce and Microsoft Dynamics 365 from a Sales Navigator Lead Page or Lead List. Users must associate a Contact record in Salesforce to an Account record in Microsoft…

While setting up the Sales Navigator CRM Sync connection, as a Sales Navigator admin, you are provided the choice to configure your contract for Business Accounts or Person Accounts. If you select Person Accounts, you will have access to a suite of…

While configuring CRM Sync with Salesforce and Sales Navigator, as an admin you can determine if your contract will use Business Accounts or Person Accounts. To configure Person Accounts for CRM Sync with Salesforce, complete the following steps:…

As a Salesforce user, you now have access to Native Integration with Sales Navigator (along with the existing AppExchange Package Integration), which ensures that you can enable: Out-of-the-box Embedded profiles (including LinkedIn quick actions)…

This feature provides the ability for a user to create a Lead record in Salesforce from a Sales Navigator Lead Page or Lead List. Admins must enable this capability, and individual users are required to authenticate with Salesforce in order to…

Occasionally, your CRM connection to Sales Navigator can be disrupted because of errors in your environment. When an error is detected, your CRM contract enters a buffer window state for a period of three days. During this period, although the CRM…

We're constantly looking to improve your experience and we understand that working with APIs can sometimes be confusing. So we're putting together some tips and tricks to help you troubleshoot common API issues. These troubleshooting tips can be…

This feature provides the ability for a user to create a Contact record in Salesforce from a Sales Navigator Lead Page or Lead List. Individual users are required to authenticate with Salesforce in order to create contacts. Users must associate a…

Syncing your Salesforce and Microsoft Dynamics 365 accounts and contacts enables Sales Navigator to deliver personalized lead recommendations, insights, and more on your target accounts and contacts. This data remains private and is never shared…

The security of your data is of the utmost importance, and in order to maintain the highest levels of protection, we periodically and proactively update our app packages. As a Salesforce admin, you must update the SN for SFDC app package. While…

Before you enable the Salesforce Sync feature for your team, ensure the following: As an admin, you can choose to sync Salesforce with Sales Navigator for your team during the onboarding process.If you choose to skip this step during the…

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…

Syncing Salesforce with Sales Navigator saves you time by automatically importing your accounts and contacts, as well as continuously syncing with Salesforce as new accounts and contacts are added.Learn more by clicking a link below: If you're an…

If you're a Salesforce administrator and you are on a Professional, Enterprise, Performance, Unlimited, or Developer edition, you can install LinkedIn Sales Navigator for Salesforce into your Salesforce organization. Check out our installation…

Please follow the sections below to uninstall Sales Navigator from Salesforce Lightning. Typically, Visualforce pages are installed on the following layouts: Writeback activities include: To delete the VisualForce component, click the X icon. To…

The LinkedIn Sales Navigator for Salesforce application allows you to view LinkedIn information and Sales Navigator insights where you're already tracking your other sales activity. You can turn your contact records into rich profiles by viewing…

If you’d like to limit the number of individuals who can view your Embedded Profile integration, you may do so via a combination of Apex Class Enablement and Visualforce pages. To exclude users from your Salesforce Embedded Profile: Clone a new…

Any leads or accounts that are synced from Salesforce will appear with the blue Salesforce cloud. You can unsync a lead or account by removing it from Sales Navigator.To unsync a lead in Sales Navigator: To unsync an account in Sales Navigator: You…

Sales Navigator offers an Admin Portal for Salesforce Lightning Admins to address two key issues:  Easy Restoring of Global Actions:Currently, we provide instructions for CRM Admins on how to create new task record types, if they’ve never…

Please follow the sections below to uninstall Sales Navigator from Salesforce Classic. Typically, Visualforce pages are installed on the following layouts: Writeback activities include: To delete the Visualforce page and writeback activities: When…

If you're receiving an error while trying to sync your Salesforce Account to your Sales Navigator account, there might be an API enablement issue. Salesforce only supports API access for the Enterprise, Unlimited, Developer, or Performance edition…

When an email is entered in Sales Navigator that does not match an email address in Salesforce, you’ll receive a syncing error message. To fix this error, please update the member’s email address within Sales Navigator by removing and re-adding the…

If you're using Lightning for Salesforce, there are a variety of pre-installed page layout options for Account Pages, Contacts Pages, Lead Pages, and Opportunity Pages. You can access these by searching for Lightning App Builder in Setup after the…