- [Instructor] With our app successfully installed, it's now time to set it up and this takes more time than the installation. There are four different things that we'll need to do as part of setup. First, we need to remove the ability for internal Salesforce users to create LinkedIn tasks. And the reason for that is very simple. We want to streamline task creation. And while we have tasks coming in from LinkedIn, when a user in Salesforce creates a task, we don't want them to be prompted about the type of task they're creating if that's not necessary. So we'll remove that.
We'll also be providing access to some users to the LinkedIn activities report folder, so that they can handle unresolved activities. And then we'll add, for our users, the LinkedIn pages to the lead and contact page layouts. And we'll build out the page layouts for accounts and opportunities to include the LinkedIn profiles for individuals and for companies. We have four really focused things to do, so let's get going. Our first application setup task is to remove the ability for internal Salesforce users to create LinkedIn tasks.
So here, in Classic view, I would go to Setup and either use Quick Find here at the top, enter Profile, and search for profiles. But the profiles that I want will be found under Manage Users, Profiles, so I know how to get to those. Under Administer, Manage Users, Profiles. I'm going to select the first profile that is not the system admin profile.
Any of these will work just fine, but just don't use the system admin profile, which we'll find right here. Anybody else, though. Now, if you're using the Enhanced Profile user interface, don't follow along with me here. I'll talk to you in a moment. I'm going to click the profile name. We're going to scroll down to Record Type Settings.
Right here. And I need to choose Tasks. Remember all of this is in alphabetical order. Right here. And I'm going to click the Edit link and make sure that everything other than Task is removed from this list. So if you go in, for example, and you see that it has LinkedIn Mail, LinkedIn Message, PointDrive Created, PointDrive Viewed, then you would simply select these and you can hold Shift to select a group and remove them, so that all that is left is the record type Task.
When you're all done, simply click Save. So that was our Analytics Cloud Integration user. Now, you need to do this for all of the profiles that you use. So you'll just, you know, plug your way through this and you'll get pretty fast at it. Just drop in, either click the link or click Edit. Same thing each time. Scroll down to Record Type Settings, go edit your tasks, and make sure that the only record type selected is Task.
Any others, remove them. They'll still be available, but they will not be selected because if you're never going to have users assigned to a profile, it's not necessary that you modify it. Although, you could also make the case that in the future, another administrator might make a different decision and then you'll have given them a problem that might be hard to track down. So if you're working in production, it would still be a best practice for everything except the sys admin to be modified in this way.
Earlier, I noted that if you are using the Enhanced Profile user interface, then what you'll do in Profiles is rather than choosing Record Type Settings, you will choose Object Settings, but you'll do exactly the same thing. You'll go to Tasks, you'll edit it, and you will remove the check mark under the assigned record type column for everything except Task. And again, you will do this for all of the profiles, but not for the system admin profile.
Regardless of the profile user interface you're working with when you're done with all the profiles, you are ready to go on to the next step of setup.
- 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