The Relationship Map feature in CRM Embedded Experiences offers you a centralized and consolidated place to store, update, and share account information with your colleagues who have a Sales Navigator license from within your CRM. With…

Sales Navigator offers a dashboard for Salesforce Lightning admins with three tabs to help manage components and schedule data validation jobs, access the Data Validation Error Viewer, and view Error Logs.  To access the dashboard, enter…

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…

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…

Review the following sections for more information on the most recent releases of LinkedIn Sales Navigator for Salesforce. This release includes:Updated API versions to SFDC Summer-25 Release (API version: 62.0)To stay compliant with Salesforce’s…

The security of your data is of the utmost importance, and in order to maintain the highest levels of protection, we periodically and proactively update our app packages. As part of these protocols, we recommend Salesforce customers with LinkedIn…

The LinkedIn Sales Navigator for Salesforce application allows you to view LinkedIn information and Sales Navigator insights where you're already tracking your other sales activity. You can turn your contact records into rich profiles by viewing…

Contact Creation gives you the ability to create a Contact record in HubSpot, Microsoft Dynamics 365, Oracle Sales, and Salesforce from a Sales Navigator Lead Page or Lead List. You must associate a Contact record and can optionally associate to an…

You can use contact creation to create a contact record in HubSpot, Microsoft Dynamics 365, Oracle Sales, and Salesforce from a Sales Navigator Lead Page or Lead List. To enable sync with a CRM and its features, the profile used must have at least…

With the Find Key People in CRM Embedded Experiences feature, you can uncover the right path in and discover hidden allies to save time prospecting directly within your CRM. You have more control over pinpointing leads that more closely match your…

CRM Embedded Experiences enable sellers to leverage more accurate data and insights to prioritize high-potential accounts, develop key buyer relationships, and uncover hidden allies and timely intel for effective outreach—all without leaving their…

With the introduction of the Next Generation CRM Data Validation, you can now 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…

Account IQ in CRM Embedded Experiences enables you to access powerful account insights within your CRM. Rather than searching across the web for relevant company insights and get up to speed quickly, Account IQ will provide an easy access summary of…

To embed Sales Navigator’s impactful data, insights, and features directly into your CRM, your CRM admin will need to install the app package for Sales Navigator if you're on Salesforce or Microsoft Dynamics. After the app package is installed, you…

Sales Navigator integrates seamlessly with your CRM, enhancing your team's daily sales and relationship workflow, and offering embedded profiles and CRM sync capabilities to enhance your CRM experience. Sales Navigator is available both as a…

To start testing Embedded Profiles and Embedded Experiences within a sandbox environment, it's recommended you test each of the following features to ensure a successful connection. Get started Your CRM admin will need to install the latest Sales…

Salesforce has updated Content Security Policies (CSP) Directives which could prevent externally hosted images, fonts, and external websites from loading. We have included this in our app package versions 3.62 and above to follow these updated…

CRM Embedded Experiences enable sellers to leverage more accurate data and insights to prioritize high-potential accounts, develop key buyer relationships, and uncover hidden allies and timely intel for effective outreach—all without leaving their…

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…

In Salesforce, the managed package permissions sets cannot be modified or updated. So if you need to make changes to any of the package permission sets, you will have to clone the permission set, then update the values and finally assign a user to…

While setting up the Sales Navigator CRM Sync connection, as a Sales Navigator admin, you are provided the choice to configure your contract for Business Accounts or Person Accounts. If you select Person Accounts, you will have access to a suite of…

While configuring CRM Sync with Salesforce and Sales Navigator, as an admin you can determine if your contract will use Business Accounts or Person Accounts. To configure Person Accounts for CRM Sync with Salesforce, complete the following steps:…

As a Salesforce user, you now have access to Native Integration with Sales Navigator (along with the existing AppExchange Package Integration), which ensures that you can enable: Out-of-the-box Embedded profiles (including LinkedIn quick actions)…

Occasionally, your CRM connection to Sales Navigator can be disrupted because of errors in your environment. When an error is detected, your CRM contract enters a buffer window state for a period of three days. During this period, although the CRM…

Syncing your Salesforce and Microsoft Dynamics 365 accounts and contacts enables Sales Navigator to deliver personalized lead recommendations, insights, and more on your target accounts and contacts. This data remains private and is never shared…

The security of your data is of the utmost importance, and in order to maintain the highest levels of protection, we periodically and proactively update our app packages. As a Salesforce admin, you must update the SN for SFDC app package. While…

Before you enable the Salesforce Sync feature for your team, ensure the following: As an admin, you can choose to sync Salesforce with Sales Navigator for your team during the onboarding process.If you choose to skip this step during the…

Data Validation is a set of capabilities that leverages the CRM Sync integration to validate information in CRM against the information that is LinkedIn.  CRM Administrators can use this Data Validation field to create new reports or…

Syncing Salesforce with Sales Navigator saves you time by automatically importing your accounts and contacts, as well as continuously syncing with Salesforce as new accounts and contacts are added.Learn more by clicking a link below: If you're an…

If you're a Salesforce administrator and you are on a Professional, Enterprise, Performance, Unlimited, or Developer edition, you can install LinkedIn Sales Navigator for Salesforce into your Salesforce organization. Check out our installation…

Please follow the sections below to uninstall Sales Navigator from Salesforce Lightning. Typically, Visualforce pages are installed on the following layouts: Writeback activities include: To delete the VisualForce component, click the X icon. To…

If you’d like to limit the number of individuals who can view your Embedded Profile integration, you may do so via a combination of Apex Class Enablement and Visualforce pages. To exclude users from your Salesforce Embedded Profile: Clone a new…

Any leads or accounts that are synced from Salesforce will appear with the blue Salesforce cloud. You can unsync a lead or account by removing it from Sales Navigator.To unsync a lead in Sales Navigator: To unsync an account in Sales Navigator: You…

Please follow the sections below to uninstall Sales Navigator from Salesforce Classic. Typically, Visualforce pages are installed on the following layouts: Writeback activities include: To delete the Visualforce page and writeback activities: When…

If you're receiving an error while trying to sync your Salesforce Account to your Sales Navigator account, there might be an API enablement issue. Salesforce only supports API access for the Enterprise, Unlimited, Developer, or Performance edition…

If you're using Lightning for Salesforce, there are a variety of pre-installed page layout options for Account Pages, Contacts Pages, Lead Pages, and Opportunity Pages. You can access these by searching for Lightning App Builder in Setup after the…