Salesforce LinkedIn Integration: A quick guide to look in 2024 and beyond

Table of Contents

What is Salesforce LinkedIn Integration?

Linkedin Integration with Salesforce is an innovative concept that has been introduced to boost the business’s reach and connecting abilities.

The Salesforce LinkedIn Integration helps sales teams to track their sales activities more closely with the help of the LinkedIn sales navigator.

Salesforce LinkedIn Integration will help you:

• Discover buyers and companies that are perfect for your product and services
• Know your buyer’s with the help of information available in their social profiles
• Connect and engage buyers with personalized outreach
• Help sales reps track down the sales activities in detail, save their time by assuring that every sales outreach is personalized and tracked

What is a LinkedIn Sales Navigator?

LinkedIn Sales Navigator is an innovative sales tool that makes virtual selling easy. This tool helps sales reps to find the right buyers or partners with which organization can make strong, trusted, and long-term relationships.

It is one of the strongest parts of LinkedIn that targets the right buyers, keeps track of key leads and company information, and expands the reach and engagement with potential prospects.

The LinkedIn sales navigator allows sales reps to view detailed information and insights about the prospects and partners and help them to turn those contacts into rich profiles within the Salesforce database that results in closing deals quickly and efficiently.

The sales navigator allows seamless data flow between the platforms that let sales teams work on a centralized platform, rather than switching the platforms to complete different tasks.

The following outstanding LinkedIn Sales Navigator features help companies to connect with their right buyers and brings value to their business:

• Advanced Lead and Company Search: Providing an excellent search experience to find the right buyers and partners
• Lead Recommendations: Discover the right people quickly and offers customized suggestions to your targeted accounts
• CRM Integration: Saves the leads and accounts of your buyers automatically and log the sales navigator activity to CRM with just one click
• Notes and Tags: Takes important notes that can be easily synced to CRM and gives your account and leads specific tags, making identification easy
• Real-time sales updates: Offers relevant information on your accounts and leads, including job switches
• Who viewed your profile: Helps you to find who has viewed your profile in the last 90 days.
• In-mail messages: This allows you to tap 500 million LinkedIn members, eliminating the need to connect them.
• Smart links presentations: Helps you to present your sales content innovatively that attracts buyers and sellers significantly.
• Team Link: This allows you to connect with your prospects via your organization’s combined network.

LinkedIn sales navigator offers you-

• +17% higher win rates when saving leads on Sales Navigator
• +42% larger deals when using Sales Navigator to connect with decision makers
• +15% more pipeline when using Sales Navigator to find customers

Sales Navigator is trusted by more than 80% of the Forbes Cloud 100.

Benefits of LinkedIn Sales Navigator

Undeniably your sales team has used multiple tools and techniques to keep all the sales activities aligned and updated. But now, with the LinkedIn Sales Navigator, the sales reps can bring more productivity to their sales and marketing efforts.

Following are the critical benefits of LinkedIn sales navigator that help companies to boost their sales activities and bring more productivity to the businesses.

1. Unlock the unlimited search results

For commercial usage, LinkedIn has two types of accounts, one is a free account, and the other is a premium account.

If you wish for lead generation with LinkedIn sales navigator, you must purchase the premium account subscription. The reason behind this is when it comes to commercial usage; the free account comes with certain limitations; it will only allow you to explore a specific number of contacts, whether a premium account unlocks all the opportunities as per your business needs.

With a premium account, you can search for unlimited contacts within the LinkedIn database. With the help of relevant keywords like geographic location, job title, company name, size, industry, followers, and class, you can connect with your potential prospects hassle-free.

2. Accurate and Reliable Sales Insights

The most vital benefit of using LinkedIn Sales navigator is it will offer accurate and powerful sales insights that help sales reps to make detailed reports and documents and allows organizations to make informed decisions seamlessly.

One of the hidden characteristics of a Sales navigator is that the more you use the navigator, the more it will brush up on the data and deliver valuable insights. Wherever any changes happen related to hot leads, connections, company information, or job changes, the sales navigator will provide you quick updates.

3. Allows connecting out-of-network

LinkedIn sales navigator eliminates the boundaries of connections; it lets organizations expand their sales reach outside their direct networks. Generally, LinkedIn limits the users to explore the profiles outside their connections, but it offers an extension with sales navigator.

Users can view more than 25+ profiles outside their network at a time; this is helpful as sales reps get an overview of their potential clients, understand their behavior, and prioritize their connections lists. It results in more filtered and customized lists that help organizations to tap their prospects efficiently. The sales reps can send a large number of connection requests to valuable prospects seamlessly.

4. Powerful Customer Support

When it comes to robust and reliable customer support, LinkedIn offers the finest ones. No matter how complex your account issues, LinkedIn will offer advanced and trustworthy customer support services.

The premium account members will get an advantage in this section as well; whenever your sales navigator account faces certain issues, the customer support team will quickly repost your query and resolve the issues within a day, whether, in free accounts, it takes a week or two.

Moving on, let’s discuss-

Benefits of Salesforce LinkedIn Integration

By integrating Linkedin with Salesforce, you will get:

• All your prospects customers data at one place
• You will get a chance to build relationships and grow your business together
• You will see reduction in Customer retention rates
• Boost in online sales
• Makes return and replacements quick and easy
• Keeps your customer data highly secure and confidential
• The lead generation costs will be automatically reduced
• Empowers effective lead generation and optimization

How To Integrate Linkedin With Salesforce?

Salesforce integration with LinkedIn helps you tap LinkedIn leads, accounts, contacts, business opportunities, and new features that will boost your sales manifold via Salesforce.

For a successful sales navigator installation, make sure you fulfill the following criteria:

Prerequisites:

1. For Salesforce:

You need complete admin access of Enterprise, Performance, Unlimited, Developer Edition, or Professional Edition requires API Access.

Note: The API access may require additional access; for that, you can directly contact the salesforce team.

Important point: The sales navigator app can be installed with a Person type of account, but it won’t offer support to sync all the CRM features.

2. For LinkedIn:

You need an active LinkedIn account, license for LinkedIn Sales Navigator Team or Sales Navigator Enterprise or Sales Navigator Team Member seat or Administrator + Team Member access to view and test all the functionalities of sales navigator embedded in Salesforce.

After having these prerequisites, you can go for the installation process-

Installation:

1. Enable Domain:

Before installing Sales navigator, you need to set up a domain in Salesforce (if not enabled)

To set up the domain, you need to go through them:

• Salesforce homepage
• You will find a setup button; click setup
• After clicking the setup, you will see a Quick find search box at the top left corner of the screen; you need to type My Domain in the search
• Under the company settings, you will see the My Domain feature; select it
• Under my domain, you will find a Choose your domain name section; you need to type your domain name and check its availability
• If the domain name is available, you can click on Register domain and wait until it’s published (you will receive an email for the registered domain)
• To log in and test your domain, click Log in to test your domain. You will receive an email with a link from salesforce customer services; you can log in and test your domain after clicking that link
• A pop-up window will appear; you need to click open
• Once you’ve done the testing part, you need to return to My Domain settings and click the Deploy to users option
• A pop-up box will appear; you are required to click the OK button

Your domain will be enabled. (Note: the domain settings can be easily changed or edited anytime if required)

2. LinkedIn Salesforce Integration:

You can integrate LinkedIn with Salesforce through two options-

A. AppExchange
B. Third-party native integrations

Salesforce AppExchange is highly recommended by the experts to integrate LinkedIn with Salesforce. You can contact Salesforce AppExchange development services to get better integration.

To start the LinkedIn sales navigator integration with Salesforce:

1. You need to login into the Salesforce administration account.

2. We recommend you install the appexchange package as it will unlock all the features, including Data Validation and support for Salesforce Classic.

3. To install the app exchange package, select the LinkedIn sales navigator and appexchange package tab and click install.

4. Go to appexchange, move to apps and click the search option.

5. In the search bar, type LinkedIn; you will find the LinkedIn packages in the result, choose your package, click on the download button and start downloading.

6. Once the package is downloaded, you will find the customization options and security settings to edit according to your business needs.

7. Once the download is complete, you will find the option “Get it Now,” to carry on the installation process, you will be required to put credentials for your salesforce production account.

8. Select the installation process button and start installing the process

9. You will find an option to select the salesforce environment as well. You need to install the program within the production environment itself or on a Sandbox; you can decide on your business requirements.

10. Review and agree on the terms and conditions and click confirm and install

11. You will find an option for selecting users as well for which you want to install the package.

12. To create a new section for the LinkedIn accounts, you must add the application to the tab “page layout.”

13. You will see an option of the Visual force pages, select it, and add the LinkedIn company insider section.

14. To review the LinkedIn company Insider section, you are required to click on the Account option under salesforce.com (Here you will find all your account-related connections details)

15. Now return to any account of your database and see the section created by you.

16. You will now easily find the option of adding LinkedIn sales navigator credentials.

17. Configure your settings, and you are all set to go.

Once you’ve done with your configuration settings, you can access the integrated platform and start tapping your prospects in a quick turnaround time.

And if you have found the above installation process complicated, you may take the help of professional Salesforce consultants; they will help you install the LinkedIn sales navigator hassle-free.

To know more about LinkedIn for salesforce pricing, get in touch with our Salesforce consultants today.

Final Words

Frequently Asked Questions (FAQs)

Why should businesses integrate LinkedIn with Salesforce?

Salesforce Integration with LinkedIn extends the functionalities of both platforms. With LinkedIn, you can only get an overview and connect with limited prospects. Whereas, Salesforce integration will allow you to get in-depth, valuable insights into your targeted prospect, including its company, industry, occupation, services, and more.

How does the LinkedIn sales navigator work for businesses?

LinkedIn sales navigator tracks the complete sales activities; it will give accurate and reliable sales stats. It allows sales reps to turn the contact records into rich profiles by viewing LinkedIn information directly within Salesforce.

What CRM software can be integrated with LinkedIn easily?

Salesforce is the most recommendable platform to integrate with LinkedIn. But if you are looking for more options, the following CRM are available:

• Zoho
• HubSpot
• Microsoft Dynamics 365

Are LinkedIn free accounts not sufficient to bring leads?

LinkedIn comes with two types of accounts: Free and Premium. The free account comes with limited options; it will not allow you to send requests to a large audience; it has limited features that will stop you from achieving your business goals. Hence premium accounts are more advisable if you are looking for more sales.