![]() ![]() ![]() As an…Ĭonfigure Person Accounts with CRM Sync for Salesforce For some features, OAuth authentication is required for users who exist in both your CRM and Sales Navigator. When you sync your CRM to Sales Navigator, you’ll receive prompts to authenticate and sign in to the CRM during activity writeback. Install the LinkedIn Sales Navigator OAuth app Once enabled, users and admins can test the following features in the… If you select Person Accounts, you will have access to a suite of…Īs an admin, you can connect to a CRM Sandbox environment to initially test CRM Sync with Sales Navigator and/or test new CRM features before releasing to all your users. 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. Salesforce and Sales Navigator and Sync your CRM If you’ve gotten an email notification from your marketing team using LinkedIn Business Manager, they are asking for the ability to connect Business Manager to your CRM leveraging your existing connection with Sales Navigator, so they can power…ĬRM Sync for Salesforce with Person Accounts To manually reselect the right lead/contact: To manually reselect the right account:…Īpprove CRM access for LinkedIn Business Manager If a lead, contact, or account is incorrectly mapped or needs to be updated, follow the steps below to remove the match and then manually select the right one. ![]() Change an Existing Match Between Sales Navigator and Your CRM ![]()
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