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.
Table of Contents
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.
Introduction to Salesforce
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Salesforce is a Cloud-based Enterprise platform that offers robust business applications that help improve customer experience. It’s a well-known Customer Relationship Management (CRM) platform that lets you stay in touch with your Customers, Prospects, Partners, Sales, and Marketing services all over the world. Salesforce offers Software as a Service (SaaS), Platform as a Service (PaaS), and Infrastructure as a Service (IaaS) tools in addition to Cloud services for running applications.
Salesforce Cloud is well-known for its dependability and ability to assist firms in managing both external and internal relationships. It also enables the planning and monitoring of Sales and Marketing Campaigns, as well as the management of services using insightful and relevant data. Salesforce is without a doubt the most well-known and successful company CRM software, having customers from a variety of industries. It is utilized by more than 150,000 businesses for improved data management and supports a pay-as-you-go pricing model.
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.
To know more about Salesforce, visit this link.
Introduction to LinkedIn
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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 one of the widely used Social Networking platforms. Microsoft acquired LinkedIn in 2016 and introduced few modifications to its features. Some of the well-known features of LinkedIn include:
- AI Feedbacks: LinkedIn’s AI feedback is a fantastic boost to the platform’s capabilities. It’s especially handy for job searchers, who can utilize the AI feedback feature on interview practice runs to improve their preparations. The new tool essentially provides AI-generated feedback and recommendations based on video recordings of candidates’ responses to popular interview questions.
- Blogging Interface: the LinkedIn editor has an easy-to-use interface that may help you generate creative content and publish it on your web account. This can help you attract more users and increase interaction.
- LinkedIn Polls: LinkedIn, like other prominent social networking platforms such as Instagram and Twitter, has introduced the “LinkedIn Polls” tool, which is a great way to get instant input on the platform. It aids decision-making and provides information on current industry trends.
- LinkedIn Events: On LinkedIn, you may host events and invite your connections to attend. If the event grows in popularity, you can ask anyone who registers but is not a first-level Connection to join as a Connection. You can also include a booking online link to collect their information, and can also even start a conversation before the event takes place.
To explore LinkedIn and its features, visit the LinkedIn page here.
Importance of Salesforce LinkedIn Integration
Salesforce, like any other CRM, has the limitation of relying solely on you to populate the information. You’ll have to invest money to generate contact information that can be turned into Leads. With the help of LinkedIn, a large amount of data and contacts is automatically collected and effectively organized with minimum opportunity costs, and then you can connect LinkedIn to Salesforce for optimal results.
Salesforce LinkedIn Integration allows you to target your buyers for your products and services by understanding the buyer’s value and other information available on the LinkedIn page. Moreover, this Integration saves your time by ensuring that every Sales outreach is tailored and correctly recorded in Salesforce.
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
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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.
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- 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.
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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.
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- Next, drag the desired new Section to the layout as shown below.
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- 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.
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- 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>
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- 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.
For any information on Salesforce Data Import, you can visit the former link.
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Share your experience of setting up Salesforce LinkedIn Integration in the comments section below!
Shubnoor is a Data Analyst with extensive expertise in market research, and crafting marketing strategies for data industry. At Hevo, she specialized in developing connector integrations and product requirement documentation for multiple SaaS sources.