Salesforce Linkedin Integration: What benefits will you get after combining Salesforce with LinkedIn? And, how to install and integrate it.

1. Salesforce
LinkedIn
Integration: A
Quick Guide in
2021
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2. Quick Summary:
Today, to expand the reach, connect with
prospects and get better leads, every
business has its presence on LinkedIn. But
how many of you know or use the complete
potential of LinkedIn? Many companies are
using Salesforce for better customer
relationships management, but have you
ever thought it would help bring potential
customers by connecting with LinkedIn.
Do you know LinkedIn can be your great
partner to tap the right prospects, bring
leads, and close the deals quickly when it
combines with Salesforce? No? This post
will help you learn what Salesforce
LinkedIn Integration is? What benefits will
you get after combining Salesforce with
LinkedIn? And finally, how to install and
integrate it.

3. LinkedIn needs no extraordinary
introduction; hardly a few people do not
know about this platform; in a short period,
it has become the largest professional
online networking platform with an active
base of 722+ million users. This innovative
platform is designed to help people build
and strengthen professional relationships
with the experts and brush up their skills
according to the market standards.
However, LinkedIn has deep-rooted its
identity in the market earlier, but Salesforce
LinkedIn Integration has added more
power.
Salesforce LinkedIn Integration

4. The combined potential of Salesforce and
LinkedIn has brought a new revolution in
the business world. Now, with the Linkedin
salesforce integration, the sales teams of
companies have got an opportunity to
harness the power of LinkedIn Sales
Navigator and Salesforce to target the
buyers and businesses which are suitable
for their products and services.
Today every business wants to expand their
reach, offer more personalized experiences
to their customers, target the right buyers,
understand the buyer’s value and market
insights more profoundly; the good news is
Salesforce LinkedIn Integration has perfect
solutions that match these requirements
the best. As a result, companies have started
Integrate Salesforce With LinkedIn on a
large scale.

5. This post will guide you through the
overview of Salesforce Linkedin
Integration, along with its benefits and
installation process.
So without any further ado, let’s get started
with the concept:

6. What is
Salesforce
LinkedIn
Integration?

7. Discover buyers and companies that are
perfect for your product and services
Know your buyer’s with the help of
information available in their social
profiles
Connect and engage buyers with
personalized outreach
Help sales reps track down the sales
activities in detail, save their time by
assuring that every sales outreach is
personalized and tracked
Linkedin Integration with Salesforce is an
innovative concept that has been
introduced to boost the business’s reach
and connecting abilities.
The Salesforce LinkedIn Integration helps
sales teams to track their sales activities
more closely with the help of the LinkedIn
sales navigator.
Salesforce LinkedIn Integration will help
you:

8. What is a
LinkedIn
Sales
Navigator?

9. LinkedIn Sales Navigator is an innovative
sales tool that makes virtual selling easy.
This tool helps sales reps to find the right
buyers or partners with which organization
can make strong, trusted, and long-term
relationships.
It is one of the strongest parts of LinkedIn
that targets the right buyers, keeps track of
key leads and company information, and
expands the reach and engagement with
potential prospects.

10. Advanced Lead and Company Search:
Providing an excellent search experience to
find the right buyers and partners
The LinkedIn sales navigator allows sales reps
to view detailed information and insights about
the prospects and partners and help them to
turn those contacts into rich profiles within the
Salesforce database that results in closing deals
quickly and efficiently.
The sales navigator allows seamless data flow
between the platforms that let sales teams
work on a centralized platform, rather than
switching the platforms to complete different
tasks.
The following outstanding LinkedIn Sales
Navigator features help companies to connect
with their right buyers and brings value to
their business:

11. Lead Recommendations: Discover the
right people quickly and offers
customized suggestions to your
targeted accounts
CRM Integration: Saves the leads and
accounts of your buyers automatically
and log the sales navigator activity to
CRM with just one click
Notes and Tags: Takes important notes
that can be easily synced to CRM and
gives your account and leads specific
tags, making identification easy
Real-time sales updates: Offers relevant
information on your accounts and leads,
including job switches
Who viewed your profile: Helps you to
find who has viewed your profile in the
last 90 days.

12. In-mail messages: This allows you to tap
500 million LinkedIn members,
eliminating the need to connect them.
Smart links presentations: Helps you to
present your sales content innovatively
that attracts buyers and sellers
significantly.
Team Link: This allows you to connect
with your prospects via your
organization’s combined network.

13. Benefits of
LinkedIn
Sales
Navigator

14. Undeniably your sales team has used
multiple tools and techniques to keep all the
sales activities aligned and updated. But
now, with the LinkedIn Sales Navigator, the
sales reps can bring more productivity to
their sales and marketing efforts.
Following are the critical benefits of
LinkedIn sales navigator that help
companies to boost their sales activities and
bring more productivity to the businesses.
1. Unlock the unlimited
search results
For commercial usage, LinkedIn has two
types of accounts, one is a free account, and
the other is a premium account.

15. If you wish for lead generation with
LinkedIn sales navigator, you must
purchase the premium account
subscription. The reason behind this is
when it comes to commercial usage; the
free account comes with certain limitations;
it will only allow you to explore a specific
number of contacts, whether a premium
account unlocks all the opportunities as per
your business needs.
With a premium account, you can search for
unlimited contacts within the LinkedIn
database. With the help of relevant
keywords like geographic location, job title,
company name, size, industry, followers,
and class, you can connect with your
potential prospects hassle-free.

16. 2. Accurate and Reliable
Sales Insights
The most vital benefit of using LinkedIn
Sales navigator is it will offer accurate and
powerful sales insights that help sales reps
to make detailed reports and documents
and allows organizations to make informed
decisions seamlessly.
One of the hidden characteristics of a Sales
navigator is that the more you use the
navigator, the more it will brush up on the
data and deliver valuable insights.
Wherever any changes happen related to
hot leads, connections, company
information, or job changes, the sales
navigator will provide you quick updates.

17. 3. Allows connecting out-
of-network
LinkedIn sales navigator eliminates the
boundaries of connections; it lets
organizations expand their sales reach
outside their direct networks. Generally,
LinkedIn limits the users to explore the
profiles outside their connections, but it
offers an extension with sales navigator.
Users can view more than 25+ profiles
outside their network at a time; this is
helpful as sales reps get an overview of their
potential clients, understand their behavior,
and prioritize their connections lists. It
results in more filtered and customized lists
that help organizations to tap their
prospects efficiently. The sales reps can
send a large number of connection requests
to valuable prospects seamlessly.

18. 4. Powerful Customer
Support
When it comes to robust and reliable
customer support, LinkedIn offers the
finest ones. No matter how complex your
account issues, LinkedIn will offer advanced
and trustworthy customer support services.
The premium account members will get an
advantage in this section as well; whenever
your sales navigator account faces certain
issues, the customer support team will
quickly repost your query and resolve the
issues within a day, whether, in free
accounts, it takes a week or two.
Moving on, let’s discuss-

19. Benefits of
Salesforce
LinkedIn
Integration

20. All your prospects customers data at
one place
You will get a chance to build
relationships and grow your business
together
You will see reduction in Customer
retention rates
Boost in online sales
Makes return and replacements quick
and easy
Keeps your customer data highly secure
and confidential
By integrating Linkedin with Salesforce,
you will get:

21. The lead generation costs will be
automatically reduced
Empowers effective lead generation and
optimization

22. How To
Integrate
Linkedin With
Salesforce?

23. Salesforce integration with LinkedIn helps
you tap LinkedIn leads, accounts, contacts,
business opportunities, and new features
that will boost your sales manifold via
Salesforce.
For a successful sales navigator installation,
make sure you fulfill the following criteria:

24. Prerequisites:
1. For Salesforce:
You need complete admin access of
Enterprise, Performance, Unlimited,
Developer Edition, or Professional Edition
requires API Access.
Note: The API access may require additional
access; for that, you can directly contact the
salesforce team.
Important point: The sales navigator app
can be installed with a Person type of
account, but it won’t offer support to sync
all the CRM features.

25. 2. For LinkedIn:
You need an active LinkedIn account,
license for LinkedIn Sales Navigator Team
or Sales Navigator Enterprise or Sales
Navigator Team Member seat or
Administrator + Team Member access to
view and test all the functionalities of sales
navigator embedded in Salesforce.
After having these prerequisites, you can go
for the installation process-

26. Installation:
Salesforce homepage
You will find a setup button; click setup
After clicking the setup, you will see a
Quick find search box at the top left
corner of the screen; you need to type
My Domain in the search
Under the company settings, you will
see the My Domain feature; select it
Under my domain, you will find a
Choose your domain name section; you
need to type your domain name and
check its availability
1. Enable Domain:
Before installing Sales navigator, you need
to set up a domain in Salesforce (if not
enabled)
To set up the domain, you need to go
through them:

27. If the domain name is available, you can
click on Register domain and wait until
it’s published (you will receive an email
for the registered domain)
To log in and test your domain, click Log
in to test your domain. You will receive
an email with a link from salesforce
customer services; you can log in and
test your domain after clicking that link
A pop-up window will appear; you need
to click open
Once you’ve done the testing part, you
need to return to My Domain settings
and click the Deploy to users option
A pop-up box will appear; you are
required to click the OK button
Your domain will be enabled. (Note: the
domain settings can be easily changed or
edited anytime if required)

28. 2. LinkedIn Salesforce Integration:
You can integrate LinkedIn with Salesforce
through two options-
A. AppExchange
B. Third-party native integrations
Salesforce appexchange is highly
recommended by the experts to integrate
LinkedIn with Salesforce.
To start the LinkedIn sales navigator
integration with Salesforce:
1. You need to login into the Salesforce
administration account.
2. We recommend you install the
appexchange package as it will unlock all
the features, including Data Validation and
support for Salesforce Classic.

29. 3. To install the app exchange package,
select the LinkedIn sales navigator and
appexchange package tab and click install.
4. Go to appexchange, move to apps and
click the search option.
5. In the search bar, type LinkedIn; you will
find the LinkedIn packages in the result,
choose your package, click on the download
button and start downloading.
6. Once the package is downloaded, you will
find the customization options and security
settings to edit according to your business
needs.
7. Once the download is complete, you will
find the option “Get it Now,” to carry on the
installation process, you will be required to
put credentials for your salesforce
production account.

30. 8. Select the installation process button and
start installing the process
9. You will find an option to select the
salesforce environment as well. You need to
install the program within the production
environment itself or on a Sandbox; you can
decide on your business requirements.
10. Review and agree on the terms and
conditions and click confirm and install
11. You will find an option for selecting
users as well for which you want to install
the package.
12. To create a new section for the LinkedIn
accounts, you must add the application to
the tab “page layout.”

31. 13. You will see an option of the Visual force
pages, select it, and add the LinkedIn
company insider section.
14. To review the LinkedIn company Insider
section, you are required to click on the
Account option under salesforce.com (Here
you will find all your account-related
connections details)
15. Now return to any account of your
database and see the section created by you.
16. You will now easily find the option of
adding LinkedIn sales navigator credentials.
17. Configure your settings, and you are all
set to go.
Once you’ve done with your configuration
settings, you can access the integrated
platform and start tapping your prospects
in a quick turnaround time.

32. And if you have found the above installation
process complicated, you may take the help
of professional Salesforce consultants; they
will help you install the LinkedIn sales
navigator hassle-free.
To know more about LinkedIn for salesforce
pricing, get in touch with our Salesforce
consultants today.

33. Final Words

34. Salesforce is an innovative CRM platform with
a broad range of services and solutions for
every business size. Using Salesforce with
running business operations is the wisest
decision; it will ultimately improve your
business performance, workforce productivity
and bring revenues as expected.
The salesforce LinkedIn integration is an
excellent approach that will increase the
chances of converting your prospects into
leads, drive more sales, close deals quickly and
effectively. Moreover, it will help in
broadening your business reach and visibility.
And why not? When a professional business
network meets with an innovative CRM
platform, magic happens.
So bring that magic into your business as well;
connect Salesforce to LinkedIn today and see
the wonders it will offer to your business.

35. If you are looking for professional help, we are
here to assist you with all your requirements.
Connect with us, discuss your queries and
requirements and get the best LinkedIn
Salesforce Integration services.
Till then, Happy reading…

36. Thank You
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