Assign permission sets in Salesforce

Last updated: 2 years ago

After enabling CRM Embedded Experiences on Salesforce, you will also need to assign permissions sets to users. The LinkedIn Sales Navigator Standard User permission set must be assigned to any non-system admin that you want to provide access to Embedded Profiles or Embedded Experiences (Advanced Plus Only). This is an additional compliance step that is required by Salesforce.

To assign permission sets to users:

  1. In Salesforce, click Setup > User > Permission sets.

    Permission sets in SFDC

  2. Click the LinkedIn Sales Navigator Standard User permission set.

    LinkedIn Sales Navigator Standard User listing

  3. Click Manage Assignments.

    Manage assignment

  4. In the Current Assignments screen, click Add Assignment.

    Add assignment

  5. Select the users you want to assign the permission set to, and click Next.

    Select user

  6. Unless you want to set an expiration date for the access, click Assign.

    Assign the user

  7. Click Done.

    Done page

Here's a tip

If you want a user who is not a CRM admin to be able to install or set up the app, you must assign the LinkedIn Sales Navigator Setup User permission using the same procedure described in this article.

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