How do I grant LinkedIn access to Salesforce?

Connecting your LinkedIn account to Salesforce allows you to unlock powerful features that can help you manage relationships, close more deals, and gain insights from your professional network. However, before you can enable these capabilities, you need to grant LinkedIn access to your Salesforce data. Here is a step-by-step guide to granting LinkedIn access in Salesforce.

Prerequisites

Before getting started, make sure you have the following:

• An active LinkedIn account
• An active Salesforce account with appropriate access permissions (System Administrator access is required)
• The LinkedIn Sales Navigator for Salesforce Lightning add-on installed in your Salesforce org

You’ll need to be a Salesforce System Administrator to install the LinkedIn add-on and enable LinkedIn integration. Check with your Salesforce admin if you don’t have the required access.

Step 1: Install the LinkedIn Add-on

The first step is to install the LinkedIn Sales Navigator for Salesforce Lightning add-on. Here’s how:

1. From Setup, enter AppExchange in the Quick Find box and select AppExchange
2. Click on Get Apps and search for “LinkedIn”
3. Select the LinkedIn Sales Navigator for Salesforce Lightning app
4. Click Get It Now and follow the prompts to install the add-on

The LinkedIn Sales Navigator for Salesforce Lightning add-on integrates LinkedIn capabilities like Lead Recommendations, TeamLink, PointDrive presentations, and more.

Step 2: Create a Connected App

Once the add-on is installed, you need to create a Connected App to generate a Client ID and Client Secret for LinkedIn authentication:

1. Go to Setup and search for App Manager. Select App Manager
2. Click New Connected App
3. Enter a Connected App Name. For example, MyLinkedInApp
4. Enter your email address in Contact Email
5. Select Enable OAuth Settings
6. Enter these values in Callback URL:
   • https://login.salesforce.com/services/oauth2/success
   • https://test.salesforce.com/services/oauth2/success
7. Select Use digital signatures
8. Click Save

This generates a Consumer Key and Consumer Secret. Copy these values as you’ll need them in the next step.

Step 3: Configure Auth. Provider

Now you need to configure LinkedIn as an Authentication Provider in Salesforce:

1. Go to Setup and search for Auth. Providers. Select Auth. Providers
2. Click New
3. Select Open ID Connect for the Provider Type
4. Enter a name for Name. For example, LinkedIn
5. In Consumer Key and Consumer Secret, enter the values generated in the Connected App
6. For Authorize Endpoint URL, enter https://www.linkedin.com/oauth/v2/authorization
7. For Token Endpoint URL, enter https://www.linkedin.com/oauth/v2/accessToken
8. In Default Scopes, enter r_liteprofile r_emailaddress w_member_social
9. Set Include Standard Claims to True
10. Click Save

Step 4: Create a Permission Set

To allow users to connect to LinkedIn, you need to create a Permission Set:

1. Go to Setup and search for Permission Sets. Select Permission Sets
2. Click New
3. Enter a Label name. For example, LinkedIn_User_Access
4. Enter a Name. For example, LinkedIn_User_Access
5. In the System Permissions section, enable Customize Application and Manage Users
6. Click Save

This Permission Set allows users to connect their LinkedIn accounts.

Step 5: Assign the Permission Set

With the Permission Set created, you can now assign it to users who need LinkedIn access:

1. Go to Setup and search for Users. Select Users
2. Click on the desired user
3. In the Permission Set Assignments section, add the Permission Set you created
4. Click Save

Users that have this Permission Set will be able to connect to LinkedIn.

Step 6: Connect LinkedIn Account

Once the configuration is complete, users can connect their LinkedIn accounts in Salesforce:

1. Click on your profile icon and select Settings
2. Under Connected Accounts, click Add Account
3. Select LinkedIn from the options
4. Follow the on-screen prompts to connect your LinkedIn account

After entering your LinkedIn password, LinkedIn will be connected and you can start using LinkedIn tools like TeamLink, PointDrive, Lead Recommendations, and more!

Conclusion

Granting LinkedIn access to Salesforce enables powerful features but requires some initial configuration. By installing the LinkedIn add-on, creating a Connected App, configuring LinkedIn as an Auth Provider, creating a Permission Set, and assigning it to users, you can successfully connect LinkedIn to Salesforce.

With LinkedIn integrated with Salesforce, teams can leverage LinkedIn data to generate more leads, build stronger relationships, create engaging sales content, and ultimately – close more deals!

FAQs

Q: Do I need a LinkedIn premium account?

A: No, you can connect a free LinkedIn account to Salesforce. However, some features like TeamLink and PointDrive require a Sales Navigator subscription.

Q: Can multiple Salesforce users connect to one LinkedIn account?

A: No, each Salesforce user needs to connect their own unique LinkedIn account.

Q: What permissions do I need in Salesforce?

A: You need System Administrator permissions to install packages, create connected apps, and configure authentication providers. Users only need the assigned permission set.

Q: What happens if I disconnect LinkedIn?

A: All LinkedIn data like leads, TeamLinks, PointDrive presentations etc. will be removed from Salesforce. You can reconnect at any time.

Q: Is LinkedIn data synced into Salesforce?

A: Bidirectional sync is enabled for common fields like name, title, company, and email. You can view LinkedIn data in Salesforce and updates made in Salesforce will sync to LinkedIn.

Q: Can I connect multiple LinkedIn company pages?

A: Unfortunately no. Currently only one LinkedIn personal account can be connected, company pages are not supported.

Q: What LinkedIn capabilities can I access?

A: Lead recommendations, TeamLink profiles, PointDrive presentations, LinkedIn Matched Audiences, ad measurement, and more. The possibilities are endless!

Summary

– Install the LinkedIn Sales Navigator for Salesforce Lightning add-on

– Create a Connected App for authentication credentials

– Configure LinkedIn as an Auth Provider in Salesforce

– Create a Permission Set to allow LinkedIn access

– Assign the Permission Set to users

– Users can connect their LinkedIn accounts in Settings

– Manage permissions and integrations via the App Manager

– Leverage LinkedIn data and tools within Salesforce

By following these steps, you can successfully integrate LinkedIn with Salesforce and unlock powerful features for sales and marketing teams. Contact your Salesforce administrator if you have any questions or need assistance with setup and configuration.