- [Instructor] Here I am in Sales Navigator and remember that Antonio Jueves was a lead in Salesforce and I clicked Save As a Lead in the widget for LinkedIn and here he is. Note, he's in my CRM, he's saved and that I could send him an InMail from here if I wish. Any lead that I have that's in Salesforce, I can automatically make a lead in Sales Navigator assuming that that person has a LinkedIn profile.
So, if I went back to Aaron briefly and I said I'd like to save him as a lead, and I switch back to Sales Navigator, and refresh, that quick. Aaron is now a lead not only in Salesforce but also here in Sales Navigator.
Author
Gini von Courter
Released
7/25/2018- 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
Skill Level Intermediate
Duration
Views
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Introduction
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1. Install the LinkedIn Sales Navigator for Salesforce App
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Set up Tasks settings4m 38s
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Edit lead page layouts6m 53s
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Edit account page layouts2m 31s
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Test the app2m 15s
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2. Install CRM Sync
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3. Using the Integration App
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View a company profile4m 2s
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Conclusion
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Next steps1m 19s
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Video: View Salesforce data in Sales Navigator