![]() ![]() The “CRM Badge” badge is displayed for all Sales Navigator users, even if they do not have permission to view the matching object within the CRM (permissions limit access in CRM).Clicking this badge saves users time by taking them immediately to the corresponding CRM record in Salesforce. CRM Badge – Users will see a “CRM” badge within Sales Navigator for all matched records (CRM Accounts, Contacts, and Leads).Matched Records – Matched CRM Accounts and Leads will have the “CRM” badge/link displayed and those that are associated with an open Opportunity are auto-saved in Sales Navigator for the Opportunity Owner.Imported data is stored securely within a Linkedin database. To know more, visit this help center article. 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.JavaScript enabled browser with ability to login/configure in a cookie clear environment (eg: Chrome Incognito, Firefox Private Browsing, etc.).Team member + Admin account is strongly recommended for ease of testing.A Sales Navigator Administrator account:.See our LinkedIn Sales Navigator for Salesforce Installation Guides to learn more about installation for Classic and Lightning.Sales Navigator for Salesforce app, installed by a Salesforce Administrator (required for writeback of data to the CRM, latest version recommended to ensure all the newest features are supported).A Salesforce Administrator account is required when installing the integration.Both Salesforce Classic and Lightning are supported.CRM Sync is only compatible with the following versions of Salesforce: Enterprise, Unlimited, Developer, Performance, or Professional with API access enabled.CRM Sync is only available to Advanced Plus customers and must be enabled through a LinkedIn account representative.Seat Assignment – Allows Sales Navigator administrators to assign seats based on users found in the CRM.ROI Reporting (Opt-In) – Allows your LinkedIn Account representative to generate customized ROI reports that reveal how usage of Sales Navigator has influenced or sourced opportunities found in the CRM. ![]()
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