Join Gini von Courter for an in-depth discussion in this video Enable and test write-back from Sales Navigator, part of Salesforce: LinkedIn Sales Navigator Integration.
- [Instructor] The next thing we're going to do is enable write back from sales navigator to sales force. This is optional but it's recommended. And let me talk a little bit about why before we do this. Currently what we have is a one way sync that's running from sales force to sales navigator and if your organization has primarily been a sales force shop, if that's what all your folks are working with and we are now adding in some additional capabilities from sales navigator and Linked In, then that will work pretty well for you.
Your users will be able to view Linked In data to do some prospecting, some lead generation in sales navigator but they'll be able to view that in sales force. However, if you have folks on your team who have primarily been Linked In sales navigator users, or you hire people in the future who are primarily Linked In sales navigator users, or you have users who are excited about working with Linked In sales navigator because they want to have a tool that supports their social setting in a different way.
Then by creating a write back I'm making it easy for my users to be able to work either in sales navigator or in sales force and know that the work that they do in sales navigator will automatically be propagated over to sales force. Let's see how we're going to do this. Back to admin, admin settings. Back to my crm settings and what we're going to change is this last item, enable sales navigator data to sync back to your crm I'm going to click change to open up my crm's settings section, scroll down, enable sales navigator data to sink back to your crm.
Notice that it will not overwrite existing data in the crm it'll be added as tasks to your crm and if I want to see how sync data will appear in my crm I can actually test write back. So it's writing back a sample contract and an associated set of contact activities. So that I can click to view that sample record in my crm. Remember that Tom Lee isn't one of our contacts, this is simply so we can see how this works.
First under notes or attachments notice that it takes me immediately down to the bottom of the screen where I have a message from sales navigator, an in mail and a call from sales navigator, all three and if I want to view them I can click and there's my activity history. So I know that messages, in mails and calls are all working. And I also know if I scroll up to the top that notes are working because here's a note from sales navigator that I can also view.
Related to Tom Lee, test messaged created by the Linked In app. Looks like we're firing on all cylinders here, and I like how this works because I have notes that have been added to Tom Lee's record, it hasn't overwritten anything or modified anything, simply added the in mail, the notes, the messaging and the calls. All of these activities that I would have performed in sales navigator. Cool, I do want that, that's going to work. We will then choose to sync back all data items because that's what my organization wants to do.
And we simply close this. Note that in my crm settings, enable sales navigator to sync back to your crm? Yes is selected. We are good to go we have now installed our write back and we have tested it by clicking test write back, activities that our users perform in sales navigator will now be synced back to sales force.
- Viewing a lead or a contact's Sales Navigator information
- Working with accounts and opportunities
- Viewing synced Sales Navigator data in Salesforce
- Viewing a company profile for an account
- Installing the LinkedIn Sales Navigator for Salesforce app
- Testing the app