Overview of LinkedIn Sales Navigator Integration Setup
The table here shows the setups you need to complete to integrate the LinkedIn Sales Navigator with your sales application.
Step | Applies To | Description | Navigation | Where to Get More Details |
---|---|---|---|---|
1 | Both Digital Sales and CX Sales | Register LinkedIn Sales Navigator with the sales application from the Setup and Maintenance work area. | See the topic: Register LinkedIn with the Sales Application | |
2 | Digital Sales | Enable the LinkedIn extension app in Visual Builder Studio for Digital Sales contacts. | See the topic:Enable the LinkedIn Link Using the Visual Builder Studio | |
3 | CX Sales | If applicable, remove the mashup content for LinkedIn Sales Navigator
for accounts. Use Application Composer to hide previously exposed mashup content for LinkedIn Sales Navigator for accounts. Mashup content may have been exposed as a custom subtab, so you must ensure that you remove any custom instances of the mashup content for LinkedIn Sales Navigator for accounts. |
See the topic: Remove Mashup Content for LinkedIn Sales Navigator for Accounts | |
4 | CX Sales | Enable LinkedIn Sales Navigator for Accounts, Contacts, and Leads | See the topic:Enable LinkedIn Sales Navigator for Accounts, Contacts, and Leads |