This feature provides the ability for a user to create a Contact record in Salesforce from a Sales Navigator Lead Page or Lead List. Individual users are required to authenticate with Salesforce in order to create contacts. Users must associate a Contact record to an Account record in Salesforce and may optionally associate to an Opportunity record and related role. Creation of Account records and Opportunity records from Sales Navigator is not supported.
To enable the Contact Creation functionality for users:
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From Sales Navigator Admin Home, select Admin Settings.
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In the CRM section on the left rail, click Exported to CRM.
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In the Exported to CRM screen, turn on the Create contacts toggle to Yes.
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Click Customize and select a Lead Source value to associate to contacts created from Sales Navigator.
Important to know
Setting a Lead Source value is required. The options displayed are existing values in your CRM.You have now enabled Contact creation.
Solution Overview
The ability to create contacts requires each individual user to go through the CRM OAuth flow, in order to respect all existing CRM settings and only create contact records that they would be able to directly in CRM. When a user clicks on the Add to CRM button, Sales Navigator will make a call to determine their CRM connection status, and display a prompt to sign into CRM if not already authenticated. The user will also be restricted to signing into the same CRM instance that is already connected to CRM Sync and will receive an error message otherwise.
| Salesforce API | Purpose |
|---|---|
| Search Suggestions | Return Account records in Salesforce that match user’s query. |
| SOQL | Fetch Open Opportunities associated to an Account to pre-populate dropdown. Lookup contact records for potential matches. |
| Create a Record | Create New Contact record Associate a contact to an opportunity by creating a new OpportunityContactRole record. |
| SObject Describe | Fetch lead source values and opportunity contact roles. Retrieve required custom fields. |
| Salesforce Field Name | Required by Sales Nav | Populated by | Visible to end user | Editable by end user |
|---|---|---|---|---|
| First Name | Yes | Yes | Yes | |
| Last Name | Yes | Yes | Yes | |
| Account Name | Yes | LinkedIn when exists | Yes | Yes |
| Opportunity Name | No | User | Yes | Yes |
| Opportunity Role | No | User | Yes | Yes |
| Mailing Country | Yes | Yes | Yes | |
| Title | Yes | LinkedIn when exists | Yes | Yes |
| No | User* | Yes | Yes | |
| Phone | No | User* | Yes | Yes |
| Lead Source | No | Admin | No | Yes |
*If Email and/or Phone have already been entered directly into CRM or Sales Navigator, they will be pre-populated.
FAQs
Yes, each individual user is limited to creating 1,000 contacts per month from Sales Navigator and will receive an error message if they try to exceed this limit.
For the standard license, there is a daily limit of 1,000 API calls per person. The Contact Creation feature is limited to 1,000 contacts per user per month, thus well below the API limits. If the limit is hit, users will receive an error message.
No, the Contact Creation functionality supports a predetermined set of standard contact fields which cannot be customized.
Yes, you may connect to a Sandbox environment in order to test the functionality before enabling in Production.
Learn more
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The CRM end-user must be allowed to authenticate via OAuth, have API access enabled for the Salesforce org/level, and have read and write access to Contact, Lead, Account, and Opportunity Contact Role.
Important to know
A user with read-only access can still authenticate and proceed with Contact Creation, but can't complete the operation unless they have write access enabled. -
Note that OAuth will fail if the Salesforce Admin has blocked the Sales Navigator Salesforce App.
No, page level permissions in Salesforce will not be enforced as all interaction occurs via REST API.
No.
Contact creation runs on behalf of each individual CRM user who must go through their own OAuth process. As such, users cannot perform any action/write back any information they cannot do within Salesforce, and user activity is subject to whatever level of auditing comes with the user’s Salesforce system.
Yes, SSO is supported.
The Contact Creation feature requires end-users to be signed into the same Salesforce instance that is connected to CRM sync. To check what instance they are signed into, and sign out/sign in again, users should navigate to Settings and scroll down to the CRM settings section at the bottom.
Matching refers to matching a Sales Navigator Lead profile to a Salesforce Contact record. Sales Navigator will inform users when:
- The Lead profile is already matched to a Salesforce Contact or Lead record, and
- There are existing records that might be a match for the Lead profile based on First Name and Last Name.
Note that performing a match will not update any information on the Salesforce record, and the event will not be logged in Salesforce as there is no change.
Certifications & Compliance
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LinkedIn has the following industry standard certifications: PCI DSS Level 1.
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LinkedIn maintains ISO 27001 & ISO 27018 Certifications, as well as a SSAE-18 certification, SOC 2 Type I & SOC 2 Type IIreport.
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LinkedIn meets the following compliance standards:
- Privacy Shield, certificate viewable here: https://www.privacyshield.gov/participant?id=a2zt0000000L0UZAA0&status=Active
To view our Privacy Policy, visit https://www.garudax.id/legal/privacy-policy
For more information about our security practices, visit https://security.linkedin.com/