Salesforce can help you improve your Sales Management process, manage your responsibilities more effectively, and provide more engaging customer experiences. With the increased competition, it is more crucial than ever to engage customers across all platforms. This will enable you to have a smooth Sales process and prevent Leads from falling through the cracks. Therefore, connecting Salesforce with one of the Social Media platforms like LinkedIn is one of the solutions that can help you to capture more Leads.
Salesforce and LinkedIn both have a plethora of Marketing options for generating potential Leads. These tools are employed concurrently by Marketing experts dependent on the requirements. Both platforms are used together i.e Salesforce LinkedIn Integration to propel your company to new heights. Regardless of how these platforms might be used to your benefit, getting potential Leads at a minimal cost is unquestionably beneficial to organizations.
In this article, you will be introduced to the key features of both Salesforce and LinkedIn. In addition, you will understand the importance of Salesforce LinkedIn Integration. Moreover, you will learn how to connect LinkedIn to Salesforce. At the end of this article, you will explore some of the benefits this Integration provides. So, let’s deep dive to understand more about Salesforce LinkedIn Integration.
Prerequisites
To successfully set up Salesforce LinkedIn Integration you need to meet the following requirements:
- Basic Understanding of Salesforce.
- A Salesforce account with Admin rights.
- A LinkedIn account.
- JavaScript enabled on your browser.
What is Salesforce?
Salesforce is a leading cloud-based CRM platform that provides businesses with a comprehensive suite of tools for managing customer relationships, sales, and marketing. These tools include customer relationship management, sales and marketing automation, and service management, all delivered as cloud-based solutions (SaaS, PaaS, and IaaS).
By utilizing Salesforce, businesses can enhance customer experiences, improve data management, and achieve scalability and flexibility with its pay-as-you-go pricing model. Trusted by over 150,000 businesses worldwide, Salesforce has become a cornerstone for organizations across various industries.
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Key Features of Salesforce
Salesforce is one of the most well-known CRM platforms on the market, and its popularity has skyrocketed in recent years. Some of Salesforce’s most important features are listed below:
- Collaboration Tools: Salesforce collaboration capabilities enable real-time communication between members of different teams. Each team is kept informed about the progress of its partner teams through regular communication.
- Dynamic Dashboards: Customers can use Salesforce to easily create Dashboards and real-time Reports. Salesforce’s Dynamic Dashboards display your business performance based on key metrics like Market Trends and Customer Behavior.
- Email Integrations: Salesforce integrates with Microsoft Outlook and Gmail to sync your calendars and schedules. It also allows you to retrieve crucial emails even if you aren’t online and create personalized templates for potential clients.
- Real-Time Analytics: Salesforce Analytics allows you to visualize the data of your users. When people are befuddled by complicated data, Salesforce Analytics can assist them in organizing it in a way that is both useful and understandable.
Introduction to LinkedIn
LinkedIn is a powerful professional social media platform that allows professionals to connect with one another around the world. LinkedIn has a large customer base and is one of the most well-known platforms on the internet, with over 690 million users. LinkedIn is mostly used for Job Postings, Company Updates, Networking, and much more.
LinkedIn is a powerful platform that organizations, corporations, and people use. Advertisers can use the website to market their content through sponsored promotions and direct mail to individuals. The LinkedIn platform is utilized for a variety of purposes, including Business Campaigning, Organization Promotion, Skill-Showcasing, Achievements, and much more.
Key Features of LinkedIn
LinkedIn is a popular professional networking platform. Microsoft acquired LinkedIn in 2016, leading to several enhancements. Key features include:
- AI Feedback: Provides valuable insights to job seekers through AI-powered interview practice evaluations.
- Blogging Interface: Facilitates easy content creation and publishing, increasing visibility and engagement.
- LinkedIn Polls: Enables quick and easy gathering of user opinions and insights on industry trends.
- LinkedIn Events: Allows users to host and manage professional events, facilitating networking and engagement.
Importance of Salesforce LinkedIn Integration
- Increased Lead Generation: LinkedIn provides access to a vast professional network, enabling you to discover and capture potential leads more effectively.
- Enhanced Sales Efficiency: Automates lead collection, minimizing manual data entry and associated costs.
- Improved Data Quality: Accesses rich LinkedIn profile data, enriching your Salesforce contact records with valuable information.
- Better Sales Forecasting: Gain deeper insights into your target audience and their engagement with your brand.
- Stronger Customer Relationships: Develop more personalized and relevant interactions with your customers and prospects.
In the next section, you will learn the steps to set up Salesforce LinkedIn Integration.
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Steps to Set Up Salesforce LinkedIn Integration using LinkedIn Sales Navigator
LinkedIn’s official tool, Sales Navigator for Salesforce present in the AppExchange helps you to search for LinkedIn Leads, Contacts, Accounts, Opportunities, and access other LinkedIn features through your Salesforce CRM.
Now, let’s move forward and understand the steps to set up Salesforce LinkedIn Integration. Follow the below steps to connect your LinkedIn to Salesforce.
Step 1: Install LinkedIn Sales Navigator
To install the LinkedIn Sales Navigator from your Salesforce AppExchange, you need to follow the below steps:
- Go to Salesforce AppExchange. In the Quick Find search box, type LinkedIn Sales Navigator. Select it as shown below.
- A pop-up window will appear to begin your installation. Click Get it Now and log in to your AppExchange account.
- Next, select the option to Install in Org and click Install Here. Again click on Confirm and Install after reviewing and agreeing to the terms and conditions.
- Further, you will be asked to choose the installation type. You can choose to Install for All Users if you don’t want to restrict any user from using this Integration as shown below.
Step 2: Configure your Salesforce LinkedIn Integration
After installing LinkedIn Sales Navigator in your Salesforce, you can customize this Integration by adding the LinkedIn Member and Company profiles in the page layouts of Lead, Contacts, Account, and Opportunity.
Follow the below steps to add LinkedIn Member and Company profiles to the Lead page layout:
- Go to Setup > Customize > Leads and click on Page Layouts as shown below.
- Next, drag the desired new Section to the layout as shown below.
- Next, select the following options shown below for the respective fields in the Section Properties window and click OK.
- Section Name: LinkedIn Company Page
- Detail Page: <checked>
- Edit Page: <unchecked>
- Layout: <1-Column>
- Drag and drop another Section below the newly created LinkedIn Member Profile Section and enter the following in the Section Properties section and click OK.
- Section Name: LinkedIn Company Page
- Detail Page: <checked>
- Edit Page: <unchecked>
- Layout: <1-Column>
- Now, using the scroll bar move to Visualforce Pages. Then, drag one of the pages: either LeadLinkedInMemberPage Visualforce page or ContactLinkedInMemberPage Visualforce page into the new LinkedIn Member Profile section as shown below.
- Next, at the upper right of the Visualforce page component, click the Properties icon and enter the following in Visualforce Page Properties as shown below. After this click OK.
- Width: 100%
- Height: 675
- Show scrollbars: <checked>
- Show label: <unchecked>
- Now, drag one of the pages: either LeadLinkedInMemberPage Visualforce page or ContactLinkedInMemberPage Visualforce page into the new LinkedIn Company Page Section.
- Next, at the upper right of the Visualforce page component, click the Properties icon. Click OK after entering the following details in Visualforce Page Properties.
- Width: 100%
- Height: 675
- Show scrollbars: <checked>
- Show label: <unchecked>
- To preserve changes to the Lead or Contact page layout, click Save at the top of the page.
Step 3: Test your Salesforce LinkedIn Integration
Before working with Salesforce LinkedIn Integration, it is important that you test it first. So, follow the steps below to test the App.
- After adding Sales Navigator embedded profiles to these page layouts, go to your Contacts homepage and choose any desired contact record.
- Check that the changes you’ve made to the pages are working and that the embedded profile is successfully added.
Note: If you’ve also added the Sales Navigator embedded profile to Leads, Accounts, and Opportunities, then repeat this step.
Hurray!! You have successfully set up the Salesforce LinkedIn Integration.
Benefits of Salesforce LinkedIn Integration
LinkedIn gives you access to a wealth of marketing data, while Salesforce helps you intelligently organize that data and produce limitless leads. Let’s discuss some of the benefits provided by Salesforce LinkedIn Integration.
- Effective Leads Generation: The ultimate goal of every business is to generate Leads, and the social media network includes a fantastic monitoring system that allows you to save the information of any LinkedIn user who visits your website. With this Integration, you can simply advance to potential clients, and help increase your Lead Conversion Rate.
- Cost-Efficient Integration: Both Salesforce and LinkedIn have numerous marketing capabilities for generating potential prospects. Regardless of how these platforms might be used to your benefit, obtaining potential Leads at low pricing is undoubtedly a great move for organizations.
- Effective Optimization: LinkedIn assists in swiftly populating data, and speedy Integration with Salesforce CRM allows for the best use of the populated data. Both platforms help overcome each other’s limitations, making Salesforce the most popular data management solution, despite LinkedIn’s absence of such features.
- Leverage Mutual Connections: By combining Salesforce and LinkedIn Sales Navigator, you can use tailored Marketing strategies to remain ahead of the competition. It also allows you to take advantage of your mutual connections to acquire warm introductions to Leads, grow your client database, and improve your brand advocacy.
- Detailed Analytics: You can manage your Sales more effectively by using the Salesforce customized Dashboard that provides a comprehensive view of your Sales Pipeline. In addition, you can maintain a quick overview of all Issues, Conversions, Results, and Updates to keep up with your Leads and Opportunities. Additionally, the customized Sales Dashboard aids in increasing team productivity and making better decisions.
Conclusion
This article introduced you to the key features of Salesforce and LinkedIn. Moreover, you understood the importance of Salesforce LinkedIn Integration. Furthermore, you learned the steps to connect LinkedIn to Salesforce. At the end of this article, you explored some of the benefits Salesforce LinkedIn Integration provides.
By capturing more Leads, keeping track of all opportunities, and enhancing Sales management, Salesforce LinkedIn Integration can surely help you to grow your Sales.
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Frequently Asked Questions
1. Can we integrate LinkedIn with Salesforce?
Yes, LinkedIn can be integrated with Salesforce using LinkedIn Sales Navigator, which allows you to view LinkedIn profiles directly within Salesforce, sync connections, and track interactions.
2. Is there a CRM that integrates with LinkedIn?
Yes, Salesforce is a CRM that integrates with LinkedIn, primarily through LinkedIn Sales Navigator, enabling data synchronization and sales insights.
3. What is Salesforce LinkedIn Navigator?
Salesforce LinkedIn Navigator is a tool that integrates LinkedIn’s social networking platform with Salesforce CRM, helping sales professionals discover leads, track relationships, and engage with prospects directly from the Salesforce interface.
Shubhnoor is a data analyst with a proven track record of translating data insights into actionable marketing strategies. She leverages her expertise in market research and product development, honed through experience across diverse industries and at Hevo Data. Currently pursuing a Master of Management in Artificial Intelligence, Shubhnoor is a dedicated learner who stays at the forefront of data-driven marketing trends. Her data-backed content empowers readers to make informed decisions and achieve real-world results.
