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. 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
    • 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
    • Opportunity
      • Show LinkedIn Company Profile
    • Opportunity - Opportunity Contact
      • Send LinkedIn Message
      • Show LinkedIn Profile
      • Connect on LinkedIn
    • Sales Lead
      • Send LinkedIn Message
      • Show LinkedIn Company Profile
      • Show LinkedIn Profile
      • Connect on LinkedIn

    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.