Enable Smart Actions

Before you enable smart actions in Application Composer, you must create a sandbox. To enable smart actions:

  1. Click Navigator > Configuration > Sandboxes.
  2. Click Create Sandbox.
  3. Specify a name and select Application Composer under All Tools. Also select the Publishable option as Yes.
  4. Click Create and Enter.
  5. Click Tools > Application Composer.
  6. Click Smart Actions.
  7. Search for LinkedIn task in the smart search box.
  8. Perform the following actions based on your requirements
    • Predefined smart actions: Select Yes under the Enabled column for each of the following objects and their respective smart actions that you plan to use:
      • Account
        • Show LinkedIn Company Profile
        • Search People on LinkedIn
      • Accounts- Contacts
        • Send LinkedIn Message
        • View LinkedIn Profile
        • Connect on LinkedIn
      • Contact
        • Send LinkedIn Message
        • Show LinkedIn Company Profile
        • Show LinkedIn Profile
        • Connect on LinkedIn
        • Show Related Leads from LinkedIn
      • Opportunity
        • Show LinkedIn Company Profile
        • Search People on LinkedIn
      • Opportunity - Opportunity Contact
        • Send LinkedIn Message
        • View LinkedIn Profile
        • Connect on LinkedIn
      • Sales Lead
        • Send LinkedIn Message
        • Show LinkedIn Company Profile
        • Show LinkedIn Profile
        • Connect on LinkedIn
        • Show Related Leads from LinkedIn
    • Custom smart actions: We recommend that you duplicate an existing smart action of the required object type to help ensure that the mappings are correct. After duplicating, delete the existing module and select the required module. Here is the list of objects, their smart action, and the modules that must be selected:
      Object Smart Action Module
      Account Show LinkedIn Account IQ TopCard
      Show LinkedIn Connections Connections
      Show LinkedIn News News
      Show LinkedIn Relationship Map Maps
      Contact Show LinkedIn Recent activities and highlights RecentActivity, Highlights
  9. Publish the sandbox.

    You can verify that the smart actions are enabled by going to the Accounts, Contacts, Leads, or Opportunities page and searching for the LinkedIn smart actions.

    Note: Ensure that you have disabled popup blockers on your browser for your application.