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 |
- 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.
