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LinkedIn Sales Navigator Lead Creation for Salesforce - Technical Document | Sales Navigator Help
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aria-labelledby="help-center-list-title"> <li> <a class="me-menu__action-link t-14 " href="/help/linkedin?trk=help_me_menu" rel="noopener nofollow" data-test-selector="help-center-option"> LinkedIn </a> </li> <li> <a class="me-menu__action-link t-14 " href="/help/billing?trk=help_me_menu" rel="noopener nofollow" data-test-selector="help-center-option"> Corporate Billing </a> </li> <li> <a class="me-menu__action-link t-14 " href="/help/learning?trk=help_me_menu" rel="noopener nofollow" data-test-selector="help-center-option"> Learning </a> </li> <li> <a class="me-menu__action-link t-14 " href="/help/lms?trk=help_me_menu" rel="noopener nofollow" data-test-selector="help-center-option"> Marketing Solutions </a> </li> <li> <a class="me-menu__action-link t-14 " href="/help/recruiter?trk=help_me_menu" rel="noopener nofollow" data-test-selector="help-center-option"> Recruiter </a> </li> <li> <a class="me-menu__action-link t-14 me-menu__action-link--selected" href="/help/sales-navigator?trk=help_me_menu" rel="noopener nofollow" data-test-selector="help-center-option" aria-current="page"> Sales Navigator </a> </li> <li> <a class="me-menu__action-link t-14 " href="/help/talent-insights?trk=help_me_menu" rel="noopener nofollow" data-test-selector="help-center-option"> Talent Insights </a> </li> </ul> </div> <a class="me-menu__action-link t-14" href="https://www.linkedin.com/sales?trk=help_me_menu" rel="noopener nofollow" data-test-id="me-menu-associated-product"> Go to Sales Navigator </a> </section> <a class="artdeco-button artdeco-button--primary" href="https://www.linkedin.com/checkpoint/lg/login?session_redirect=https%3A%2F%2Fwww%2Elinkedin%2Ecom%2Fhelp%2Fsales-navigator%2Fanswer%2Fa453837&trk=help_me_menu" data-test-id="me-menu-sign-in"> Sign in </a> </div> </div> <a class="site-navigation__sign-in artdeco-button artdeco-button--2 artdeco-button--secondary artdeco-button--inverse mobile-excluded" href="https://www.linkedin.com/checkpoint/lg/login?session_redirect=https%3A%2F%2Fwww%2Elinkedin%2Ecom%2Fhelp%2Fsales-navigator%2Fanswer%2Fa453837" data-test-id="sign-in-button">Sign in</a> </nav> </div> </header> <main role="main" tabindex="-1" id="a11y-main" class="layout layout--one-column" aria-label="Help content" data-inert-toggle-target="me-menu-inert-toggle-target"> <div class="article-details-page"> <div class="hue-page-heading" data-test-selector="heading-container"> <div class="page-width-content"> <h2 class="hue-page-heading__title hue-default-color t-24 t-bold" data-test-selector="heading-title"> LinkedIn Sales Navigator Lead Creation for Salesforce - Technical Document </h2> <span class="hue-default-secondary-color t-14" data-test-selector="relativeTime-container"> Last updated: 1 year ago </span> </div> </div> <div class="page-width-content article-details-content"> <div class="article-details-content__main"> <article data-test-selector="article" data-article-source="urn:li:helpCenterArticle:(453837,LITHOGRAPH)"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>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 create Lead records. Creation of Account records and Opportunity records from Sales Navigator is not supported.</p> </div> <div class="article-content-callout article-content-callout__background--warning" data-test-selector="callout-container"> <div> <h3 class="t-16 article-content-callout__headline" data-test-selector="callout-headline"> Important to know </h3> <div class="article-content-callout__text-rich-description t-14 article-content-callout__text-rich-description--hue" data-test-selector="callout-rich-description"> <p></p><p></p><p></p><p></p><p></p><p></p>Lead creation is not supported on the Sales Navigator mobile app. <p></p><p></p><p></p><p></p><p></p><p></p> </div> </div> <!----> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-zt9d7" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-bold article-content__collapsible-trigger-text">Admin Instructions to Enable Lead Creation</span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-zt9d7" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="article-content-callout article-content-callout__background--permission" data-test-selector="callout-container"> <div> <h3 class="t-16 article-content-callout__headline" data-test-selector="callout-headline"> Who can use this feature? </h3> <div class="article-content-callout__text-rich-description t-14 article-content-callout__text-rich-description--hue" data-test-selector="callout-rich-description"> <p></p><p></p><p></p><p></p><p></p><p></p>Only LinkedIn Sales Navigator Admins on an Advanced Plus contract with CRM Sync enabled can follow these steps to enable the Lead Creation functionality for their users.<p></p><p></p><p></p><p></p><p></p><p></p> </div> </div> <!----> </div> <ol class="article-content__ordered-list" data-test-selector="orderedList-container"> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>From Sales Navigator <a rel="" href="https://www.linkedin.com/sales/admin/homepage" target="_self"><strong>Admin Home</strong></a>, select <strong>Admin Settings</strong>.</p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>From the <strong>CRM Settings</strong> section, click Change.</p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Scroll down to the section called <strong>Allow lead creation from Sales Navigator</strong> and set the toggle to <strong>Yes</strong>.</p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Select a <strong>Lead Source</strong> value to associate to <strong>Leads created from Sales Navigator</strong>.</p> <p>This picklist represents existing values in your CRM. Setting a Lead Source value is optional, but recommended. The same Lead Source will be applied to both Lead records and Contact records, if Contact Creation from Sales Navigator is also enabled.</p> </div> </li> </ol> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>Lead creation is now enabled.</p> </div> </div> <!----> </div> </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <h2>Solution Overview</h2> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-qox66" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-bold article-content__collapsible-trigger-text">CRM Authentication</span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-qox66" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>The ability to create leads requires each individual user to go through the CRM OAuth flow, in order to respect all existing CRM settings and only create lead records that they would be able to directly in CRM. When a user clicks on the <strong>Add to CRM</strong> button, Sales Navigator will make a call to determine their CRM connection status, and display a prompt to sign into CRM if not already authenticated. The user will also be restricted to signing into the same CRM instance that is already connected to CRM Sync and will receive an error message otherwise.</p> </div> </div> <!----> </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-u2znc" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-bold article-content__collapsible-trigger-text">Salesforce APIs</span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-u2znc" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text-table" data-test-selector="preRenderedMarkup-container"> <table class="artdeco-table--striped"> <tbody> <tr class="artdeco-table-row"> <td class="artdeco-table-cell"><strong>Salesforce APIS</strong></td> <td class="artdeco-table-cell"><strong>Purpose</strong></td> </tr> <tr class="artdeco-table-row"> <td class="artdeco-table-cell"><a rel="NOOPENER NOFOLLOW" href="https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_sobject_create.htm" target="_blank">Create a record</a></td> <td class="artdeco-table-cell">Create New Lead record</td> </tr> <tr class="artdeco-table-row"> <td class="artdeco-table-cell"><a rel="NOOPENER NOFOLLOW" href="https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_sobject_describe.htm" target="_blank">SObject Describe</a></td> <td class="artdeco-table-cell"> <p>Fetch lead source values and mailing country code picklist </p> <br> <p>Retrieve required custom fields.</p> </td> </tr> </tbody> </table> </div> </div> <!----> </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-6rhye" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-bold article-content__collapsible-trigger-text">Supported Lead Fields</span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-6rhye" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text-table" data-test-selector="preRenderedMarkup-container"> <table class="artdeco-table--striped"> <tbody> <tr class="artdeco-table-row"> <td class="artdeco-table-cell"><strong>SFDC Field Name<br> </strong></td> <td class="artdeco-table-cell"><strong>Required by Sales Navigator<br> </strong></td> <td class="artdeco-table-cell"><strong>Populated By</strong></td> <td class="artdeco-table-cell"><strong>Visible to End User</strong></td> <td class="artdeco-table-cell"><strong>Editable by End User</strong></td> </tr> <tr class="artdeco-table-row"> <td class="artdeco-table-cell">First Name</td> <td class="artdeco-table-cell">Yes</td> <td class="artdeco-table-cell">LinkedIn</td> <td class="artdeco-table-cell">Yes</td> <td class="artdeco-table-cell">Yes</td> </tr> <tr class="artdeco-table-row"> <td class="artdeco-table-cell">Last Name</td> <td class="artdeco-table-cell">Yes</td> <td class="artdeco-table-cell">LinkedIn</td> <td class="artdeco-table-cell">Yes</td> <td class="artdeco-table-cell">Yes</td> </tr> <tr class="artdeco-table-row"> <td class="artdeco-table-cell">Mailing Country</td> <td class="artdeco-table-cell">No</td> <td class="artdeco-table-cell">LinkedIn</td> <td class="artdeco-table-cell">Yes</td> <td class="artdeco-table-cell">Yes</td> </tr> <tr class="artdeco-table-row"> <td class="artdeco-table-cell">Title</td> <td class="artdeco-table-cell">No</td> <td class="artdeco-table-cell">LinkedIn</td> <td class="artdeco-table-cell">Yes</td> <td class="artdeco-table-cell">Yes</td> </tr> <tr class="artdeco-table-row"> <td class="artdeco-table-cell">Company</td> <td class="artdeco-table-cell">Yes</td> <td class="artdeco-table-cell">LinkedIn, if exists</td> <td class="artdeco-table-cell">Yes</td> <td class="artdeco-table-cell">Yes</td> </tr> <tr class="artdeco-table-row"> <td class="artdeco-table-cell">Email</td> <td class="artdeco-table-cell">No</td> <td class="artdeco-table-cell">User*</td> <td class="artdeco-table-cell">Yes</td> <td class="artdeco-table-cell">Yes</td> </tr> <tr class="artdeco-table-row"> <td class="artdeco-table-cell">Phone</td> <td class="artdeco-table-cell">No</td> <td class="artdeco-table-cell">User*</td> <td class="artdeco-table-cell">Yes</td> <td class="artdeco-table-cell">Yes</td> </tr> <tr class="artdeco-table-row"> <td class="artdeco-table-cell">Lead Source</td> <td class="artdeco-table-cell">No</td> <td class="artdeco-table-cell">Admin</td> <td class="artdeco-table-cell">No</td> <td class="artdeco-table-cell">No</td> </tr> </tbody> </table> </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>* If Email and/or Phone have already been entered directly into CRM or Sales Navigator, they will be pre-populated.</p> </div> </div> <!----> </div> </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <h2>FAQs</h2> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-f2lun" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-bold article-content__collapsible-trigger-text">Is there a limit on the number of leads created or updated per user or per contract from Sales Navigator? What happens if I hit the CRM API limits?</span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-f2lun" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>For the standard license, there is a daily limit of 1,000 API calls per person. The Lead and Contact Creation features are limited to 1,000 contacts per user per month and the Lead and Contact Updates features are limited to 1,000 contacts per user per month, which is well below the API limits. If the limit is hit, users will receive an error message.</p><p><strong>Learn more</strong></p><ul><li><a rel="" href="https://developer.salesforce.com/docs/atlas.en-us.salesforce_app_limits_cheatsheet.meta/salesforce_app_limits_cheatsheet/salesforce_app_limits_platform_api.htm" target="_self">Salesforce API Request Limits and Allocation</a></li></ul> </div> </div> <!----> </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-3l8xs" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-bold article-content__collapsible-trigger-text">Can the Admin decide what lead record fields to enable?</span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-3l8xs" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>No, the Lead Creation functionality supports a predetermined set of standard fields which cannot be customized.</p> </div> </div> <!----> </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-8y802" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-bold article-content__collapsible-trigger-text">Can I connect Lead Creation to a CRM Sandbox environment?</span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-8y802" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>Yes, you may connect to a Sandbox environment in order to test the functionality before enabling in Production. Learn more about <a rel="" href="https://www.linkedin.com/help/sales-navigator/answer/a443840" target="_self">Sandbox testing</a>.</p> </div> </div> <!----> </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-hg1sw" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-bold article-content__collapsible-trigger-text">What permissions or settings does the CRM end-user need to have to write back contacts?</span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-hg1sw" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <ul> <li>The CRM end-user must be allowed to authenticate via OAuth, have API access enabled for the Salesforce org/level and read and write access to the standard contact fields and the contact record, and no custom validation rules for the lead record on unsupported fields. </li> <li>Note that OAuth will fail if the Salesforce Admin has blocked the Sales Navigator SFDC App.</li> </ul> </div> <div class="article-content-callout article-content-callout__background--warning" data-test-selector="callout-container"> <div> <h3 class="t-16 article-content-callout__headline" data-test-selector="callout-headline"> Important to know </h3> <div class="article-content-callout__text-rich-description t-14 article-content-callout__text-rich-description--hue" data-test-selector="callout-rich-description"> <p></p><p></p><p></p><p></p><p></p><p></p>A user with read-only access can still authenticate and proceed with lead creation, but can't complete the operation unless they have write access enabled.<p></p><p></p><p></p><p></p><p></p><p></p> </div> </div> <!----> </div> </div> <!----> </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-6ybq7" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-bold article-content__collapsible-trigger-text">Can Salesforce page level permissions be enforced through Lead Creation?</span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-6ybq7" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>No, page level permissions in Salesforce will not be enforced as all interaction occurs via REST API.</p> </div> </div> <!----> </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-5wg6f" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-bold article-content__collapsible-trigger-text">Does any CRM data get stored with LinkedIn as a result of the Lead Creation feature?</span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-5wg6f" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>No.</p> </div> </div> <!----> </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-vcjkz" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-bold article-content__collapsible-trigger-text">How does LinkedIn authenticate to my SFDC instance? How is that communication secured?</span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-vcjkz" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>Lead creation runs on behalf of each individual CRM user who must go through their own OAuth process. As such, users cannot perform any action/write back any information they cannot do within Salesforce, and user activity is subject to whatever level of auditing comes with the user’s Salesforce system.</p> </div> </div> <!----> </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-19ub0" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-bold article-content__collapsible-trigger-text">Does LinkedIn have SSO with Salesforce?</span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-19ub0" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>Yes, SSO is supported.</p> </div> </div> <!----> </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-xgadl" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-bold article-content__collapsible-trigger-text">How can an end-user confirm they are signed into the correct Salesforce instance, or sign out?</span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-xgadl" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>The Lead Creation feature requires end-users to be signed into the same Salesforce instance that is connected to CRM sync. To check what instance they are signed into, and sign out/sign in again, users should navigate to Settings and scroll down to the “CRM settings” section at the bottom.</p> </div> </div> <!----> </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-knkxe" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-bold article-content__collapsible-trigger-text">What does matching mean within Lead Creation? If a user performs a match, will the event be logged in Salesforce?</span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-knkxe" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p><strong>Matching</strong> refers to matching a Sales Navigator Lead profile to a Salesforce Lead or Contact record. Sales Navigator will inform users when:</p> <ol> <li>The Lead profile is already matched to a Salesforce Contact or Lead record, and</li> <li>There are existing records that might be a match for the Lead profile based on First Name and Last Name.</li> </ol> <p>Note that performing a match will NOT update any information on the Salesforce record, and the event will not be logged in Salesforce as there is no change.</p> </div> </div> <!----> </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-nj9n8" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-bold article-content__collapsible-trigger-text">Are there instances when Lead Creation won’t work?</span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-nj9n8" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>Because Lead Creation supports all standard fields out-of-the-box, customers who have many customized fields may not be able to use Lead Creation.</p> </div> </div> <!----> </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-qdszv" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-bold article-content__collapsible-trigger-text">Is it required to associate a Lead with an opportunity?</span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-qdszv" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>No, it’s not required that a Lead is associated with an opportunity.</p> </div> </div> <!----> </div> </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <h2>Certifications and Compliance</h2> </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <ul> <li>LinkedIn has the following industry standard certifications: PCI DSS Level 1</li> <li>LinkedIn maintains ISO 27001 & ISO 27018 Certifications, as well as a SSAE-18 certification, SOC 2 Type I & SOC 2 Type IIreport. </li> <li>LinkedIn meets the following compliance standards: </li> <li>Privacy Shield, certificate viewable here: <a rel="" href="https://www.privacyshield.gov/participant?id=a2zt0000000L0UZAA0&status=Active" target="_self">https://www.privacyshield.gov/participant?id=a2zt0000000L0UZAA0&status=Active</a></li> </ul> <p>To view our Privacy Policy, visit <a rel="" href="https://www.linkedin.com/legal/privacy-policy" target="_self">https://www.linkedin.com/legal/privacy-policy</a></p> <p>For more information about our security practices, visit <a rel="" href="https://security.linkedin.com/" target="_self">https://security.linkedin.com/</a></p> </div> </article> <!----><!----> <div class="placeholder " id="helpfulness-rating"> </div> </div> <div class="article-details-content__delimiter"></div> <aside class="article-details-content__aside"> <div class="article-details-content__tags"> <h3 id="tagged-header" class="hue-web__header--aside t-bold t-16" data-test-selector="topicTags-header"> Tagged in </h3> <ul class="pill-list 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