Find answers to common questions about CRM Sync permissions in Sales Navigator.
To enable Activity Writeback, a user can be authenticated with their CRM when they:
- Attempt Activity Writeback to the CRM or create a contact.
- Access the User Settings page to connect user-auth for Activity Writeback or lead and contact creation.
Here's a tip
A user can enable CRM user-auth only if admins have enabled CRM Sync on their contract.
LinkedIn uses the permissions assigned to the integration user that connects CRM Sync within Sales Navigator Admin Settings. It’s required that the profile has read access to fields. You can also view a full list of fields here.
Lead or Contact Creation and Updating - When enabled for your contract, Lead or Contact Creation and Updating uses user-level authentication (authenticated the first time a user uses the feature) to write contact records to your CRM. This ensures the user is governed by all permissions (read, create, and so on) you have set for their CRM user account.
Data Validation (only on Salesforce and Microsoft Dynamics 365) - When enabled for your contract and coupled with the required CRM app, the app will be responsible for requesting a Not at Company Flag directly from Sales Navigator. All flags will be written into your CRM by the app itself, so write-level API permission isn't required.
Next Generation Data Validation - With the introduction of the Next Generation CRM Data Validation, you can see badges within Sales Navigator, and it is displayed when contacts are out of date. This badge is displayed wherever Sales Navigator leads are shown. Also, Sales Navigator validates more than just the account on the contact record; flagging when job title, account details and account location are out of date or missing is also available. Sellers can update a contact record in CRM from within Sales Navigator with the correct information with just a few clicks.
