Configure CRM Sync in Salesforce

- [Instructor] To connect Sales Navigator with Sales Force, log into Sales Navigator and if you have the appropriate permissions, you will have a choice of admin and admin settings. And in the admin settings section, lots of nice choices but we're looking for this one right here, connect to CRM. It asks now which CRM system you want to connect to and we're going to choose Sales Force and I'm going to go ahead and let this close. Now it looks like nothing happened but if we refresh here, notice that CRM settings now is connected to Sales Force and it was last synced on June 12th, 2018.

Now remember that I was already logged into Sales Force when I did this. If I hadn't been logged in, I would have been prompted to log in as part of creating this connection. What can go wrong? Well, if we had a connection error, we would see a message that says we couldn't connect to the CRM, the CRM API reported an error, your CRM account does not have sufficient access privileges, all of these different messages you might see but what we want to see is we want to see that we are in indeed set up with CRM sync.

Other options, automatically, by default, all of the folks on my team who have Sales Navigator team licenses will automatically be synced with the CRM, assuming they also have Sales Force licenses. This is done by email address so it's important to make sure that the email address that's listed in Sales Force that when my users log in is the same as LinkedIn. Sometimes you have somebody who came to your organization that has an email address in LinkedIn that is very different than what you've given them in Sales Force.

Remember that you can list multiple email addresses here in Sales Navigator to help take care of that and make different ones primary if you wish. You can always see the last date of your sync right here. If you want to disconnect your CRM, you can do that right here. Disconnect CRM sync and at that time, you can get rid of any data that you already had. But we are connected. Also, if we click change, we can view details which will show us how many items from Sales Force were matched with items that were here in Sales Navigator.

It's helpful to actually let it do the synchronization before we check to see how well it's synchronized. And we have some other settings here as well. If we want to change the default for auto-syncing all seat holders, we have choices and if we set it to no, then we can choose specific users. The next two questions are specific to your organization. First, at what stage does your sales team consider an opportunity to be in the pipeline? And these choices come to us from Sales Force so if we say well, after they're qualified, then we can do that.

Note the changes you make will only affect accounts and links that are automatically imported from the CRM. Manually saved accounts and links will not be affected. Okay, so anything that I've saved here in Sales Navigator bypasses this process but if I have someone in Sales Force, as soon as I get them to the qualification stage, then they are eligible for syncing here with Sales Navigator. And then finally, where would we store a value for a different fields from Sales Force again.

So amount or expected revenue and this then becomes more information that's available to Sales Navigator. On any of these, if you're not sure, leave them not sure and talk to the folks in your sales team about the implications of choices and see what choice it is they would like to make. At this point, we are bringing data from Sales Force into Sales Navigator. In the next movie, we'll talk about how to take emails, messages, notes that we create here in Sales Navigator back to Sales Force.