As an admin with a CRM pilot account, you might have several questions. The following are some of the most frequently asked questions to assist you throughout the process.
Writeback troubleshooting
To determine the correct match:
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Lead and contact criteria includes email, phone number, first name, last name, current company, current title, past company, and past title.
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Account criteria includes company domain, website, phone, postal code, street, state or province, city, number of employees, and industry.
LinkedIn reviews the criteria to verify that there is a high confidence score in the match.
Learn more about the rules to match Sales Navigator and your CRM.
CRM Sync
If an error message appears, and your CRM Sync isn’t enabled, here are two things to check:
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Confirm that your SFDC has API enabled.
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Ensure that the necessary Account Fields aren’t hidden and can be edited for your SFDC Admin Profile.
Learn more about the fields that must be enabled for CRM Sync to work.
Complete the steps to specify or whitelist the list of IP addresses in your Salesforce and protect your organization’s data from unauthorized access:
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Under the Setup tab, enter and then select Network Access in the Search box.
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Click New.
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In the Start IP Address field, enter a valid IP address. Then enter a higher IP address in the End IP Address field.
Users can log in with these IP addresses, as they are within the ideal range. For logins from a single IP address, the start and end fields have the same IP address. Below is our list of current IP addresses that must be allowed, if admins wish to whitelist IP addresses:
- 108.174.2.192 - 108.174.2.223 (entire range)
- 108.174.5.96 - 108.174.5.127 (entire range)
- 108.174.8.16 - 108.174.8.31 (entire range)
- 64.152.25.81
- 64.152.25.209
- 8.22.161.209
- 103.20.92.0 - 103.20.95.255 (entire range)
Enter a short description or detail about your range of addresses.
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Click Save.
Sales Navigator has strict access control policies while handling intellectual property, and customer and member data.
To learn more about our security practices, please visit: https://security.linkedin.com.
Being a certified Salesforce partner, LinkedIn has an annual integration security review process. CRM Sync isn’t distributed through Salesforce AppExchange but uses Salesforce’s API to access and write a client’s Salesforce data.
This occurs because you’re a converted lead in Salesforce and your profile moves to the read-only status. This means that information writeback to your profile isn’t possible. Please be assured that your InMail message has been successfully delivered to the intended recipient.
If your CRM connection intermittently appears to be disconnected, follow these steps to resolve the problem:
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From your Salesforce Setup page, go to Connected Apps OAuth Usage and confirm that you have LinkedIn Sales Navigator installed.
Here's a tip
If you see an Uninstall option on this page, it implies that you have installed the Sales Navigator app. -
Click Manage App Policies for LinkedIn Sales Navigator.
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Determine the value set for the Refresh Token Policy field.
It should say Refresh token is valid until revoked.
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Click Session Policies and determine the value set for Timeout value.
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Confirm that the Lock sessions to the IP address from which they originated check box is not checked.
Embedded Profiles
Please check out our CRM Sync for Salesforce installation guide for step-by-step instructions.
The error message: Unable to sync because a user with the same email address could not be found in the CRM appears in case of an email mismatch when you try to enable sync for a user.
To fix an email syncing error in LinkedIn Admin Center, click here.