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            Add LinkedIn Sales Navigator to Salesforce

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            Add LinkedIn Sales Navigator to Salesforce

            Sales reps can connect with customers in more ways with more information using the LinkedIn Sales Navigator native integration. Sales reps can see LinkedIn profiles on lead, contact, opportunity, and account pages. And they can send InMails and connection requests with Lightning actions. Sales managers can add LinkedIn InMail and connection request steps to Sales Engagement cadences.

            Required Editions

            Available in: Enterprise, Professional, and Unlimited Editions

            This feature is available to users with a Sales Navigator Team or Enterprise license from LinkedIn.

            This article is about the native LinkedIn Sales Navigator integration in Salesforce. For information about the AppExchange version of Sales Navigator from LinkedIn, see Sales Navigator Help at LinkedIn.

            The native integration of LinkedIn Sales Navigator and the AppExchange package offer different combinations of features.

            Feature Native Integration AppExchange Package
            Lightning actions for InMails and connection requests Yes Yes
            LinkedIn Profile components on lead, contact, opportunity, and account pages Yes Yes
            InMail and connection request steps in Sales Engagement cadences Yes No
            Data validation (Not at Company flag) No Yes
            Support for Salesforce Classic No Yes
            Note
            Note On lead, contact, opportunity, and account record pages, sales users use the LinkedIn Sales Navigator component to match the record with its LinkedIn profile. You can’t unmatch a record and a profile, except by associating the record with a different profile.
            • Set Up LinkedIn Sales Navigator
              To set up LinkedIn Sales Navigator, turn on the LinkedIn Sales Navigator native integration and then add the native Sales Navigator components to lead, contact, opportunity, person account, and business account page layouts. If you have customized page layouts for leads, contacts, opportunity, or accounts, add InMail and connection request actions to those layouts.
            • Send LinkedIn InMail and Connection Requests from Salesforce
              When LinkedIn Sales Navigator is turned on, sales users can send InMail and Connection Requests right from lead, contact, opportunity, person account, and business account records.
             
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