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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.

Required Editions

Available in: Enterprise, Professional, and Unlimited Editions
Tip
Tip Check out this feature in Salesforce Go! Find a guided setup experience, explore more content, discover related features, and monitor feature usage. See Discover and Set Up Features With Salesforce Go.

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.

To turn on the LinkedIn Sales Navigator native integration:

  1. In Setup, enter LinkedIn Sales Navigator in the search box. Then click LinkedIn Sales Navigator.
  2. In the LinkedIn Sales Navigator Integration tab, turn on the Sales Navigator Integration.
    When you turn on the LinkedIn Sales Navigator native integration, InMail and connection request actions appear automatically in the Actions menu on default page layouts.
  3. Optionally enable LinkedIn's CRM Sync feature to allow Salesforce and LinkedIn to sync certain lead and contact data and save Linkedin activities as tasks in Salesforce. To enable LinkedInCRM Sync, click Go to LinkedIn Settings.

Next, add Sales Navigator components and actions to page layouts.