Salesforce Docs Portal

Add LinkedIn Sales Navigator Lightning Actions to Lead, Contact, and Account Page Layouts

Add LinkedIn Sales Navigator Lightning Actions to Lead, Contact, and Account Page Layouts

When you turn on the native integration of LinkedIn Sales Navigator, Salesforce adds InMail and connection request actions to default page layouts. If you have any customized page layouts, manually add InMail and connection request actions to those layouts.

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.

User Permissions Needed
  1. In Setup, click Object Manager.
  2. Click the name of the object you want to edit, such as Lead, and click Page Layouts.
  3. Click the name of the page layout you want to edit.
  4. In the Lead Layout section, click Buttons.
  5. From the button list, drag the Send Sales Navigator InMail and the Send Sales Navigator Connection Request buttons to the Standard Buttons section of the Lead Detail section.
  6. Save your changes.