- [Instructor] Next we need to modify the page layout for leads like this one and contacts so that these pages show the member profiles and company pages from LinkedIn. To do that we're going to go back to setup, scroll down to build, open up customize and we have to do both the leads and contacts. So let's grab leads and we want to change the page layout. In our organization we have three custom page layouts that are being used specifically by folks in marketing, sales, and support.
And then everyone else that isn't assigned to one of those groups is using the default lead layout right here. This is both a challenge and an opportunity because if I want all of these folks to see the same information than I'm going to have to customize all four of these page layouts, but it might be that I don't want everyone to see this information from LinkedIn, that I only want this right now for the sales people, for example. In that case I only have one layout that I have to modify, but let's go to the default lead layout so I can show you how to do this.
We'll click edit, and I'd like to add the information from LinkedIn relatively high up, like right here perhaps, under address information, or right under lead information right here. And to do that I'll begin by creating a new section. So we'll grab a section and I wanna put it right here, new section, there we go.
Section properties. Well this is a lead so I'm going to have the first section, the information that is coming from LinkedIn about the members. So we're going to call this LinkedIn Member Profile. This is a detail page, it is not a page we want people to edit, it's only one column wide, and let's say OK. Here's our LinkedIn Member Profile section.
Let's do that again. Grab section again, drop it right there. This one is going to be LinkedIn Company Profile. Again, not an edit page, simply one column. And we're going to click OK. Now remember, if you're watching this now and then you're going to be implementing this integration later, you don't have to be taking notes because you can download the guide, and all of the settings that I'm showing you are right there.
And remember that that installation guide is available from LinkedIn. Now if you're a Lightning user, you would have started this process differently. But you do most of the same tasks. For example, you'll start by going to setup and then going to the object manager, choosing lead in the object manager search box, and then choose lead page layouts, and you'll be right here so that you can modify your page layout.
Now returning to the classic view, we're now going to go to Visualforce Pages, and we have the lead LinkedIn company page and the lead LinkedIn member page. So we're going to drag the member page and drop it in the member profile. And we'll grab the company page and drop it in the company profile. And then for both of these, we're going to click the properties icon.
And we're going to set the size as the full width of the screen, 100%, 675 pixels high. We're going to show scroll bars if we need them and we're not going to show a label. And we're going to do this twice. Notice that there's our 675 pixels, we're going to do this again. Not in the section but in the Visualforce Page.
We already set the section properties. There we go. Nice and tall. If you are a Lightning user you will not be using the Visualforce Page in your page layouts. Instead you'll be using the Lightning component, and you will find the steps on how to do that in the installation guide. Now at this point we have one more thing. If you happen to be upgrading from the prior version of the LinkedIn sales navigator for Salesforce app, and you are using the professional version of Salesforce as opposed to enterprise, unlimited developer, or Sandbox, then you have one more step.
And if you don't know how to find out your version simply point to the tab in the browser, notice it tells me I'm using the developer edition. So this is not something I would have to do. But if you are using the professional edition and you are updating rather than installing this from scratch, then you have one more thing you have to do. Which is there's a field in the fields list that is called LinkedIn Member Token, and you need to drag that into the lead information section.
And that's right here above the two sections we just installed. So you would take that LinkedIn member token and you would drop it in here somewhere. Again, not something that I need to do, but if you do, because you're using the professional version and you're upgrading, that's how you do this step. When you're all done you're simply going to click save to save that lead page layout. Now if I also wanna do this to the lead marketing layout, lead sales layout, lead support layout, I'll do that.
Remember also that it's not just leads that I need to deal with in this way, but also contacts. And if I look at my contacts and page layouts, guess what, I'm gonna have four of those as well, and I will modify each and every one of those in exactly the same way so that the layout has a place for information coming from LinkedIn sales navigator.
- Installing the app
- Setting up folders and page layouts
- Installing CRM Sync
- Enabling write-back from Sales Navigator
- Finding and viewing leads and contacts
- Viewing accounts and opportunities
- Viewing synced Sales Navigator data in Salesforce