How to Connect Salesforce to LinkedIn Sales Navigator

Quick summary

This tutorial shows how to integrate LinkedIn Sales Navigator with Salesforce by installing the official package via AppExchange and configuring the connection through Salesforce Setup and LinkedIn Settings. Completing this integration lets sales teams surface LinkedIn insights directly inside Salesforce records without switching between platforms.

Steps

1. Open Salesforce and navigate to the Gear icon, then select Open Advanced Setup.
2. Search for LinkedIn Sales Navigator in Setup and click on it.
3. Turn the toggle ON to enable the LinkedIn Sales Navigator feature.
4. Check the agreement box and hit Accept to confirm the terms.
5. Scroll down to the Connect Salesforce to Sales Navigator section and click Go to LinkedIn Settings.
6. Log in to the LinkedIn account associated with your Sales Navigator subscription.
7. Once logged in, return to the Salesforce page to continue setup.
8. Navigate to the AppExchange tab inside Salesforce Setup.
9. Click the Install button to begin the package installation.
10. Hit the Go to AppExchange button to proceed to the marketplace.
11. In AppExchange, search for LinkedIn Sales Navigator using the search bar.
12. Select LinkedIn Sales Navigator for Salesforce from the search results.
13. Click Try It Free to start the installation process.
14. Enter your custom domain to log in to your Salesforce account when prompted.
15. Choose who you are installing the package for and click the Install button.
16. Grant Third-Party Access and click Continue to complete the installation.