- [Instructor] At this point we have finished installing Sales Navigator for Salesforce, and we've finished, hopefully, customizing all of the different layout pages. Make sure that the folks on your team have their LinkedIn Sales Navigator team or Enterprise seats or otherwise they will not see this widget right here. And to test our work what we'll do is we will go to each of the different types of pages that we have modified. So we'll go to our leads page, and we will open a lead.
And if we modified them for specific roles, we'll need to login to a generic account with those roles, and make sure in each case that the LinkedIn Member Profile page fires. In this case it is looking for someone, and we would need to tell it to search, but it's actually showing up. So if I'm looking at a lead, then the LinkedIn Member Profile widget is firing and the company profile. And it looks like I misspelled this, so I can go back and edit this.
Not hard at all, just go back to setup, and this is for leads, so let's drop down, customize, leads, page layouts, and this is the default lead layout page. And if I scroll down there's LinkedIn Member Profile, LinkedIn Compan Profile, and this is the section that is misspelled, just go in and fix it.
Say OK, save it again, that's how easy it is to return and to edit these page layouts. Go back now to leads again, and if we look, for example, at Betty Bair, LinkedIn Member Profile, which will start to load in a second and company profile spelled correctly. The next step then is to enable CRM sync, if that is your intention. And we will begin that in the next movie.
- 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