Enable LinkedIn Sales Navigator for Accounts, Contacts, and Leads

The LinkedIn integration maps LinkedIn profiles with sales records and renders relevant contact and lead details to salespeople. Salespeople can target, understand, and engage with contacts and leads directly within the sales application.

Let your salespeople access LinkedIn Sales Navigator from an account profile page, a contact's profile page, or from the edit lead page. Use the Application Composer to enable LinkedIn on the Details layouts of the object pages.

Note: The integration doesn't synchronize data between the sales application and LinkedIn; therefore data isn't stored in either application.

Enable LinkedIn Sales Navigator for Accounts

1. Enter an active sandbox.
2. Click Navigator > Configuration > Application Composer.
3. In the Objects navigation tree, expand Standard Objects and then expand Contact.
4. Click the Pages node.
5. Ensure that the Application Pages tab is selected.
6. In the Edit Account region, select the standard layout page, and then click the duplicate layout icon to duplicate and edit the resulting copy.
7. In the new or existing Details Layout page, click the icon for the Profile subtab.
   Note: If your existing layouts had LinkedIn mashup content, then you must hide the old LinkedIn mashup content and expose LinkedIn Sales Navigator. Mashup content could also have been exposed as a custom subtab, so you must ensure to remove any custom instances of the mashup content for LinkedIn Sales Navigator for accounts.
8. Click the Show link for the LinkedIn Sales Navigator region. Here's a screenshot of the Account Details layout, highlighting the Show button next to the LinkedIn Sales Navigator option.

   

9. Click Done.
10. Publish the sandbox.
11. Verify that the LinkedIn Sales Navigator is enabled on the Edit Account: Profile page for an account.

For more information about extending application pages and creating a custom layout, see the Configuring Applications Using Application Composer guide.

Enable LinkedIn Sales Navigator for Contacts

1. In the Objects navigation tree of Application Composer, expand Standard Objects and then expand Contact.
2. Click the Pages node.
3. Ensure that the Application Pages tab is selected.
4. In the Edit Contact region, select the standard layout page, and then click the duplicate layout icon to duplicate and edit the resulting copy.
5. In the new Details Layout page, click the icon for the Profile subtab.
6. Click the Show link for the LinkedIn Sales Navigator region.
7. Click Done.
8. Publish the sandbox.
9. Verify that the LinkedIn Sales Navigator is enabled on the Edit Contact: Profile page for a contact.

Enable LinkedIn Sales Navigator for Leads

1. In the Objects navigation tree of Application Composer, expand Standard Objects and then expand Sales Lead.
2. Click the Pages node.
3. Ensure that the Application Pages tab is selected.
4. In the Details Page Layouts region, select the standard layout page.
5. Click the duplicate details layout icon to duplicate and edit the resulting copy.
6. In the new Details Layout page, click the icon for the Summary subtab.
7. Click the Show link for the LinkedIn Sales Navigator region.
8. Click Done.
9. Publish the sandbox.
10. Verify that the LinkedIn Sales Navigator is enabled on the Edit Lead page for a lead.