Who can use this feature?
To enable this feature, you must be a Salesforce admin on one of the following: Professional, Enterprise, Performance, Unlimited, or Developer editions of Salesforce.
Here's a tip
You can only sync one instance of Salesforce per Sales Navigator contract.
Before you enable the Salesforce Sync feature for your team, ensure the following:
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You must use a version of Salesforce that allows API access. If your version doesn't allow API access, you may need to purchase it from Salesforce for an additional fee. Salesforce Enterprise, Unlimited, Developer, and Performance have API access by default. API is not available by default with the Contact, Group, and Professional versions of Salesforce. You must have Sales Navigator admin status.
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You must have Sales Navigator Advanced Plus.
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JavaScript must be enabled on your browser.
As an admin, you can choose to sync Salesforce with Sales Navigator for your team during the onboarding process.
If you choose to skip this step during the initial setup, you can still sync your team's Sales Navigator account with Salesforce at any time. Check out our installation guide to help you through the process of setting up the Salesforce sync.
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Log into Sales Navigator.
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Click Admin at the top of the page.
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Select Admin Settings from the dropdown.
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Scroll to the CRM Settings section.
Here's a tip
The Salesforce Import feature is strictly used to pull data from the CRM into Sales Navigator. No data or customizations are written back to Salesforce.
You'll then be able to see which CRM is synced with Sales Navigator and the last synced date. You can control the following specific sync functionality by clicking Change to the right of CRM Settings:
- Lead and Account Auto-Save Controls This section allows you to control which types of leads and accounts will Auto-Save from your CRM for Sales Navigator users.
- At which stage does your sales team consider an opportunity to enter your pipeline? This question allows you to choose the stage at which Salesforce automatically imports accounts and leads into Sales Navigator. Leads will be suggested to your license holders in Sales Navigator based on user assignment in your CRM.
- Where do you store value for a won opportunity? This question helps Sales Navigator understand the profiles of your largest deals so we can recommend accounts that are similar.
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Log into Sales Navigator.
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Click Admin at the top of the page.
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Select Admin Settings from the dropdown.
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Scroll to the CRM Settings section.
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Click Disconnect CRM sync.
- If you want to purge all previously imported CRM data, click Yes, clean up all previously imported CRM data. This doesn’t affect manually saved accounts and leads. Your data will be deleted within 30 days of disconnecting CRM sync.
- Please don’t click Disconnect CRM sync to disconnect only temporarily, as that can delay the reaction of the feature.
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Select Continue to complete the process.