- [Instructor] LinkedIn Sales Navigator for Salesforce is only available for specific editions of Salesforce: Professional, Enterprise, Performance, Unlimited, and Developer. If you don't have one of these editions, then you'll need to upgrade before you can integrate with LinkedIn Sales Navigator. This app can be installed in either a sandbox for development purposes, testing purposes, and so on, or in a production environment. The install is wicked easy and wicked fast. The configuration takes a little bit more time, 30 minutes or more.
And if you have a lot of page layouts that have been customized, and the more customization you have, the longer this may take. If you have a number of customized page layouts, for example, then your configuration may take longer. This app has to be installed before you can enable CRM sync, because the sync relies on the app. However, the app doesn't rely on CRM sync. It's possible that, for whatever reason, your organization might want your users to be able to access LinkedIn member and company information from Salesforce, but not necessarily want information transferred from Sales Navigator back to Salesforce.
One more thought. If you're working with the Lightning experience and you want to use the Lightning page components, if that's what you're doing, then you'll need to enable My Domain for that to work. And I'll show you where you'll get more specific information about that. Speaking of Lightning, we have a Classic experience and a Lightning experience, and when we modify the Salesforce page layouts as part of the customization, I'll show you both ways that you can do that. First, if you're using Classic view, then that's the view I'm using when I modify page layouts for leads and contacts.
I'll use the Lightning experience to show you how to access to your page layouts for accounts and opportunities. However, I will not be using the Lightning page layouts. I'll simply show you how to use both experiences to get to the page layouts that are available in both. You'll need to have some accounts in place and some permissions. First, you must be a Salesforce Administrator, you'll need a LinkedIn account, and your teams account has to be part of Sales Navigator Team or Sales Navigator Enterprise edition.
If you are using Internet Explorer 7, you need to have Flash 9.0 or better. I'd just say you need to have the latest version of Flash. It's always best to have the latest version of the browser, because the teams that work on integration software like this aren't testing on old, old browsers. And I've found using Internet Explorer that it was helpful to add the secure version on linkedin.com to my trusted sites list. That made this whole thing go much smoother. There's a guide for installation and you will want to have it.
This Bitly link will take you directly to the Sales Navigator for Salesforce Installation Guide. You'll want not only to print this guide, but to have it available so that you can view it in your browser, because there are live links in this document that are going to help you right from the get-go. And all of the settings that we'll be discussing are available in the installation guide. When you have your accounts and permissions secured, your browser set up appropriately, and your installation guide in place, you're ready to go.
We will spend the next several movies installing and customizing the Sales Navigator for Salesforce app. Let's go.
- 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