Who can use this feature?
You must be on the Sales Navigator Advanced Plus edition to access CRM Embedded Experiences features.
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 CRM.
Important to know
For the Find Key People feature to work, a CRM admin must install the LinkedIn Sales Navigator Custom App Package and enable this feature. If you are not a CRM admin, but would like to access the CRM Embedded Experiences feature within Salesforce, please speak with your CRM admin.
As a CRM admin, to enable the CRM Embedded Experiences:
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Install the LinkedIn Sales Navigator App package.
If you have previously installed the app package, ensure that you have upgraded to the latest version of the app package.
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Sign in to Salesforce CRM.
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On an account page, click the
icon in the top right corner of the screen and select Edit page. -
On the left pane, enter sales into the search bar and locate the Sales Navigator: Company Profile module under the custom components.
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Drag and drop where you would like it to appear on your page.
Here's a tip
To view information and to interact more easily, we suggest leveraging a full-page or two-column layout. This component can also be added within a tab on the page. -
Click on the Sales Navigator: Company Profile module in the layout and on the right pane, ensure that all tab options are checked.
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Save the layout.
You have now enabled CRM Embedded Experiences for the users on your contract.
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Assign the LinkedIn Sales Navigator Standard User permission set to any non-system admin user.
Related tasks
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Assign permission sets in Salesforce
Learn more