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How to Connect Salesforce to LinkedIn Sales Navigator

·2 min read
In this article

Integrating LinkedIn Sales Navigator with Salesforce creates a powerful sales ecosystem that combines LinkedIn's prospecting capabilities with Salesforce's CRM functionality. This connection allows you to access LinkedIn insights directly within your Salesforce environment.

This tutorial walks you through the complete setup process, from enabling the integration in Salesforce settings to installing the necessary apps from AppExchange. Follow these steps to streamline your sales workflow and enhance your prospecting efforts.

Here's how to connect salesforce to linkedin sales navigator in Salesforce

  1. Navigate to the Gear icon and select Advanced Setup to access configuration options.
  2. Select Enable LinkedIn Sales Navigator and accept the data sharing agreement terms.
  3. Locate the Connect Salesforce to Sales Navigator section and click Go to LinkedIn Settings.
  4. Choose Salesforce from the options and click Enable Integration to proceed.
  5. Sign in to your LinkedIn account that's linked to your Sales Navigator subscription.
  6. Return to your Salesforce page after completing the LinkedIn authentication.
  7. Access the AppExchange tab and click the Install button to begin app installation.
  8. Click the Go to AppExchange button to open the Salesforce marketplace.
  9. Use the search function to find LinkedIn Sales Navigator in the app directory.
  10. Select the LinkedIn Sales Navigator for Salesforce application from the results.
  11. Click Try It Free to initiate the installation workflow for the application.
  12. Enter your custom domain credentials when prompted to log into your Salesforce account.
  13. Select the installation scope for users and click Install to continue the process.
  14. Approve third-party access permissions and click Continue to finalize settings.
  15. Wait for the installation to complete and confirm when you receive the success notification.

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Frequently Asked Questions

Yes, you need an active LinkedIn Sales Navigator subscription to establish the integration with Salesforce. The connection requires Sales Navigator's premium features and API access, which are not available with basic LinkedIn accounts.