This feature provides the ability for a user to create a Lead record in Salesforce from a Sales Navigator Lead Page or Lead List. Admins must enable this capability, and individual users are required to authenticate with Salesforce in order to create Lead records. Creation of Account records and Opportunity records from Sales Navigator is not supported.
Important to know
Lead creation is not supported on the Sales Navigator mobile app.
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From Sales Navigator Admin Home, select Admin Settings.
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From the CRM Settings section, click Change.
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Scroll down to the section called Allow lead creation from Sales Navigator and set the toggle to Yes.
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Select a Lead Source value to associate to Leads created from Sales Navigator.
This picklist represents existing values in your CRM. Setting a Lead Source value is optional, but recommended. The same Lead Source will be applied to both Lead records and Contact records, if Contact Creation from Sales Navigator is also enabled.
Lead creation is now enabled.
Solution Overview
The ability to create leads requires each individual user to go through the CRM OAuth flow, in order to respect all existing CRM settings and only create lead 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 APIS | Purpose |
|---|---|
| Create a record | Create New Lead record |
| SObject Describe | Fetch lead source values and mailing country code picklist Retrieve required custom fields. |
| SFDC Field Name | Required by Sales Navigator | Populated By | Visible to End User | Editable by End User |
|---|---|---|---|---|
| First Name | Yes | Yes | Yes | |
| Last Name | Yes | Yes | Yes | |
| Mailing Country | No | Yes | Yes | |
| Title | No | Yes | Yes | |
| Company | Yes | LinkedIn, if 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
For the standard license, there is a daily limit of 1,000 API calls per person. The Lead and Contact Creation features are limited to 1,000 contacts per user per month and the Lead and Contact Updates features are limited to 1,000 contacts per user per month, which is well below the API limits. If the limit is hit, users will receive an error message.
Learn more
No, the Lead Creation functionality supports a predetermined set of standard 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 about Sandbox testing.
- The CRM end-user must be allowed to authenticate via OAuth, have API access enabled for the Salesforce org/level and read and write access to the standard contact fields and the contact record, and no custom validation rules for the lead record on unsupported fields.
- Note that OAuth will fail if the Salesforce Admin has blocked the Sales Navigator SFDC App.
Important to know
A user with read-only access can still authenticate and proceed with lead creation, but can't complete the operation unless they have write access enabled.
No, page level permissions in Salesforce will not be enforced as all interaction occurs via REST API.
No.
Lead 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 Lead 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 Lead or 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.
Because Lead Creation supports all standard fields out-of-the-box, customers who have many customized fields may not be able to use Lead Creation.
No, it’s not required that a Lead is associated with an opportunity.
Certifications and Compliance
- LinkedIn has the following industry standard certifications: PCI DSS Level 1
- LinkedIn maintains ISO 27001 & ISO 27018 Certifications, as well as a SSAE-18 certification, SOC 2 Type I & SOC 2 Type IIreport.
- 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
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