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LinkedIn Sales Navigator Contact Creation for Salesforce - Technical Document | Sales Navigator Help
<!DOCTYPE html> <html lang="en" data-ui-framework="glimmer" data-presentation-type="FULL_PAGE" class="theme--artdeco"> <head> <title>LinkedIn Sales Navigator Contact Creation for Salesforce - Technical Document | Sales Navigator Help</title> <meta name="apple-mobile-web-app-capable" content="yes"> <meta name="apple-mobile-web-app-status-bar-style" content="default"> <meta name="viewport" content="width=device-width, initial-scale=1"> <meta name="description" content="LinkedIn Sales Navigator Contact Creation for Salesforce - Technical Document"> <meta name="locale" content="en_US"> <meta name="robots" content="index,follow"> <meta name="og:title" content="LinkedIn Sales Navigator Contact Creation for Salesforce - Technical Document | Sales Navigator Help"> <meta name="og:site_name" content="Sales Navigator Help"> <meta name="og:description" content="LinkedIn Sales Navigator Contact Creation for Salesforce - Technical Document"> <meta name="og:url" content="https://www.linkedin.com/help/sales-navigator/answer/a131001"> <meta name="pageKey" content="hc_search_entity"> <meta name="asset-url" id="artdeco/static/images/icons.svg" content="https://static.licdn.com/sc/h/6sz1e821vgereyxaakx87tt4z"> <meta name="helpcenter:bootstrap" content="{"cdnUrl":"https://static.licdn.com","application":{"name":"helpcenter-frontend","instance":"i001","version":"0.5.5045","multiproductName":"helpcenter"},"availableHelpCenters":[{"urn":"urn:li:helpCenterInstance:linkedin","longLabel":"LinkedIn Help","shortLabel":"LinkedIn"},{"urn":"urn:li:helpCenterInstance:billing","longLabel":"Corporate Billing Help","shortLabel":"Corporate Billing"},{"urn":"urn:li:helpCenterInstance:learning","longLabel":"Learning Help","shortLabel":"Learning"},{"urn":"urn:li:helpCenterInstance:lms","longLabel":"Marketing Solutions Help","shortLabel":"Marketing Solutions"},{"urn":"urn:li:helpCenterInstance:recruiter","longLabel":"Recruiter Help","shortLabel":"Recruiter"},{"urn":"urn:li:helpCenterInstance:sales-insights","longLabel":"Sales Insights Help","shortLabel":"Sales Insights"},{"urn":"urn:li:helpCenterInstance:sales-navigator","longLabel":"Sales Navigator Help","shortLabel":"Sales Navigator"},{"urn":"urn:li:helpCenterInstance:talent-hub","longLabel":"Talent Hub Help","shortLabel":"Talent Hub"},{"urn":"urn:li:helpCenterInstance:talent-insights","longLabel":"Talent Insights Help","shortLabel":"Talent Insights"}],"globalAlerts":[],"helpCenterInstance":"urn:li:helpCenterInstance:sales-navigator","lixResults":[],"locale":"en_US","pageKey":"hc_search_entity","presentationType":"FULL_PAGE","uiTheme":"ART_DECO","uiDesignSystem":"hue-infra","siteSearch":{},"contactChannels":{"contactUs":{"href":"https://www.linkedin.com/help/sales-navigator/ask"}},"allowOpenChatWithQueryParam":false}"> <meta name="helpcenter:clientdata" content="{"helpCenterArticleUrn":"urn:li:helpCenterArticle:(131001,LITHOGRAPH)"}"> <meta name="helpcenter:tracking-id" content="rlzvv+7xRUCXrUYwJQE4Ag=="> <link rel="canonical" href="https://www.linkedin.com/help/sales-navigator/answer/a131001"> <!----> <link rel="icon" href="https://static.licdn.com/scds/common/u/images/logos/favicons/v1/favicon.ico"> <script>(function(){function a(){var a,b;var c=new Promise(function(c,d){a=c,b=d});return c.resolve=a,c.reject=b,c}window.helpcenter=a()})();</script> <script src="https://static.licdn.com/sc/h/8hfbuq1ftcvnnx4dd5067pi0t" async defer type="text/javascript"></script> <script src="https://static.licdn.com/sc/h/2o8dibriogrqoo2ry4uoeeta5" defer type="text/javascript"></script> <script src="https://static.licdn.com/sc/h/9rd2c4z6ft2hbp72rqrhblzrs" defer type="text/javascript"></script> <script src="https://static.licdn.com/sc/h/5xtqei2gae2o055thp8f3rhat" defer type="text/javascript"></script> <!----> <!----> <script src="https://static.licdn.com/sc/h/5pmf70qu4q33mnu39zf9ja1uz" defer type="text/javascript"></script> <link rel="stylesheet" href="https://static.licdn.com/sc/h/5xeufzc2c97mapmyf53p7pzb4"> <link rel="stylesheet" href="https://static.licdn.com/sc/h/br4pwt2mabgjtw8ggoqn5thbd"> <script src="https://static.licdn.com/sc/h/1dsbg1yc3aa9jw531gwug15vi" defer type="text/javascript"></script> <link rel="stylesheet" href="https://static.licdn.com/sc/h/cac1afnv6a207jsp703gom9fe"> </head> <body dir="ltr" class="base-page hue-web-theme--classic hue-web-color-scheme--light" data-test-id="base-page-body" data-in-hueify-scope="true"> <header class="global-header" data-test-id="global-header"> <div class="placeholder " id="system-message-outlet" data-inert-toggle-target="me-menu-inert-toggle-target" data-test-id="system-message-outlet"> </div> <!----> <div class="page-width-content"> <div class="accessibility-menu" data-test-selector="accessibility-menu" data-inert-toggle-target="me-menu-inert-toggle-target"> <div class="visually-hidden" aria-live="polite"> <p class="mobile-view-on-desktop">Attention screen reader users, you are in a mobile optimized view and content may not appear where you expect it to be. 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href="https://www.linkedin.com/checkpoint/lg/login?session_redirect=https%3A%2F%2Fwww%2Elinkedin%2Ecom%2Fhelp%2Fsales-navigator%2Fanswer%2Fa131001&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%2Fa131001" 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 Contact Creation for Salesforce - Technical Document </h2> <span class="hue-default-secondary-color t-14" data-test-selector="relativeTime-container"> Last updated: 1 month 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:(131001,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 Contact record in Salesforce from a Sales Navigator Lead Page or Lead List. Individual users are required to authenticate with Salesforce in order to create contacts. Users must associate a Contact record to an Account record in Salesforce and may optionally associate to an Opportunity record and related role. Creation of Account records and Opportunity records from Sales Navigator is not supported.</p> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-f4rig" 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 Contact 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-f4rig" 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><p></p><p></p><p></p><p></p><p></p><p></p><p></p>Admins must be on an Advanced Plus contract with CRM Sync enabled.<p></p><p></p><p></p><p></p><p></p><p></p><p></p><p></p><p></p><p></p><p></p><p></p><p></p> </div> </div> <!----> </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>To enable the Contact Creation functionality for users: </p> </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>In the CRM section on the left rail, click <strong>Exported to CRM</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>In the <strong>Exported to CRM</strong> screen, turn on the <strong>Create contacts</strong> toggle to <strong>Yes</strong>.</p> </div> <img src="https://media.licdn.com/dms/image/v2/D4D08AQFwSsfL47iN-Q/croft-frontend-shrinkToFit1920/croft-frontend-shrinkToFit1920/0/1729086636236?e=1733295600&v=beta&t=pkor-P8f3O3119E7O1RQ3Q9EWhNHWBzIDA2ff5628TE" alt="Admin Settings Contact creation option enabled" class="article-content__image article-content__image--in-list" data-test-selector="imageBodyElement-img"> </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>Click <strong>Customize</strong> and select a Lead Source value to associate to contacts created from Sales Navigator.<br> </p> </div> <div class="article-content-callout article-content-callout__background--warning article-content-callout--in-list" 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>Setting a Lead Source value is required. The options displayed are existing values in your CRM.<p></p><p></p><p></p><p></p><p></p> </div> </div> <!----> </div> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>You have now enabled Contact creation.</p> </div> </li> </ol> </div> <!----> </div> </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <h3><strong>锘縎olution Overview</strong></h3> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-0xgh9" 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-0xgh9" 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 contacts requires each individual user to go through the CRM OAuth flow, in order to respect all existing CRM settings and only create contact 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-ozfi3" 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-ozfi3" 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</strong> <strong>API</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/resources_search_suggest_records.htm" target="_blank">Search Suggestions</a></td> <td class="artdeco-table-cell">Return Account records in Salesforce that match user鈥檚 query.</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_query.htm" target="_blank">SOQL</a></td> <td class="artdeco-table-cell"> <p>Fetch Open Opportunities associated to an Account to pre-populate dropdown.</p> <p>Lookup contact records for potential matches.</p> </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"> <p>Create New Contact record</p> <p>Associate a contact to an opportunity by creating a new OpportunityContactRole record.</p> </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 opportunity contact roles.</p> <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-fo2ka" 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 contact 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-fo2ka" 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 Field Name</strong></td> <td class="artdeco-table-cell"><strong>Required by Sales Nav</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">Account Name</td> <td class="artdeco-table-cell"> Yes</td> <td class="artdeco-table-cell">LinkedIn when 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">Opportunity Name</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">Opportunity Role</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">Mailing Country</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">Title</td> <td class="artdeco-table-cell"> Yes</td> <td class="artdeco-table-cell">LinkedIn when 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><br> </h2><h3><strong>FAQs</strong></h3> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-zq0rn" 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 contacts created per user or per contract from Sales Navigator?</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-zq0rn" 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, each individual user is limited to creating 1,000 contacts per month from Sales Navigator and will receive an error message if they try to exceed this limit.</p> </div> </div> <!----> </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-txs8a" 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 happens if I hit 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-txs8a" 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 Contact Creation feature is limited to 1,000 contacts per user per month, thus well below the API limits. If the limit is hit, users will receive an error message.</p> </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <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">API Request Limits and Allocations for Salesforce</a></li> </ul> </div> </div> <!----> </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-tjmiq" 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 contact 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-tjmiq" 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 Contact Creation functionality supports a predetermined set of standard contact 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-64yzm" 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 Contact 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-64yzm" 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. </p> </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p><strong>Learn more</strong></p> <ul> <li><a rel="" href="https://www.linkedin.com/help/sales-navigator/answer/a443840" target="_self">CRM Sync sandbox and testing</a></li> </ul> </div> </div> <!----> </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-xltx2" 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-xltx2" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <ul class="article-content__unordered-list" data-test-selector="unorderedList-container"> <li class="article-content__unordered-list-item t-14"> <div class="article-content__unordered-list-item-wrapper" data-test-selector="unorderedListItem-wrapper"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>The CRM end-user must be allowed to authenticate via OAuth, have API access enabled for the Salesforce org/level, and have read and write access to Contact, Lead, Account, and Opportunity Contact Role.</p> </div> <div class="article-content-callout article-content-callout__background--warning article-content-callout--in-list" 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><p></p><p></p><p></p><p></p><p></p><p></p><p></p>A user with read-only access can still authenticate and proceed with Contact 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><p></p><p></p><p></p><p></p><p></p><p></p><p></p> </div> </div> <!----> </div> </div> </li> <li class="article-content__unordered-list-item t-14"> <div class="article-content__unordered-list-item-wrapper" data-test-selector="unorderedListItem-wrapper"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Note that OAuth will fail if the Salesforce Admin has blocked the Sales Navigator Salesforce App.</p> </div> </div> </li> </ul> </div> <!----> </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-yfxu3" 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 Contact 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-yfxu3" 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-ntvix" 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 Contact 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-ntvix" 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-2yy9z" 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 Salesforce 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-2yy9z" 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>Contact 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鈥檚 Salesforce system.</p> </div> </div> <!----> </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-hsxs1" 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-hsxs1" 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-6kscz" 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-6kscz" 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 Contact 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 <strong>CRM settings</strong> section at the bottom.</p> </div> </div> <!----> </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-egvxu" 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 Contact 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-egvxu" 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 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="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <h3><br> </h3><h3><strong>锘緾ertifications & Compliance</strong></h3> </div> <ul class="article-content__unordered-list" data-test-selector="unorderedList-container"> <li class="article-content__unordered-list-item t-14"> <div class="article-content__unordered-list-item-wrapper" data-test-selector="unorderedListItem-wrapper"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>LinkedIn has the following industry standard certifications: PCI DSS Level 1.</p> </div> </div> </li> <li class="article-content__unordered-list-item t-14"> <div class="article-content__unordered-list-item-wrapper" data-test-selector="unorderedListItem-wrapper"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>LinkedIn maintains ISO 27001 & ISO 27018 Certifications, as well as a SSAE-18 certification, SOC 2 Type I & SOC 2 Type IIreport.</p> </div> </div> </li> <li class="article-content__unordered-list-item t-14"> <div class="article-content__unordered-list-item-wrapper" data-test-selector="unorderedListItem-wrapper"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>LinkedIn meets the following compliance standards: </p> <ul> <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> </div> </div> </li> </ul> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <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 article-page-pill-list hue-artdeco-pill" data-test-selector="topicTags-container"> <li class="pill-list__item" id="topic-link-a60" data-test-selector="topicTags-list-item"> <a class="pill basePadding label" href="/help/sales-navigator/topic/a60" data-test-selector="topic-tag-link" aria-describedby="tagged-header"> <span data-test-selector="topicTags-title-a60"> Salesforce and Sales Navigator </span> </a> </li> </ul> </div> <!----><!----><!----> </aside> </div> <!----> </div> </main> <div class="placeholder " id="toasts__wormhole" data-inert-toggle-target="me-menu-inert-toggle-target"> </div> <footer class="global-footer" data-inert-toggle-target="me-menu-inert-toggle-target" data-component-selector="global-footer" data-test-id="global-footer" role="contentinfo"> <div class="global-footer__upper-row-wrapper"> <div class="page-width-content"> <ul class="global-footer__upper-row-items t-12 t-black"> <li class="global-footer__upper-row-item global-footer__logo"> <a class="global-footer__upper-row-item-link" href="https://www.linkedin.com"> <li-icon size="14dp" color="brand" tabindex="-1" aria-hidden="true" type="linkedin-logo"></li-icon> <span class="visually-hidden">LinkedIn</span> </a> </li> <li class="global-footer__upper-row-item "> <a class="global-footer__upper-row-item-link" data-test-id="footer-contact-us" href="https://www.linkedin.com/help/sales-navigator/ask"> Contact us </a> </li> <!----> <!----> <!----> <!----> <li class="global-footer__upper-row-item global-footer__language-switcher-wrapper"> <form action method="GET" class="language-switcher__form"> <!----> <label class="language-switcher__select-label"> <span class="visually-hidden">Select a language. 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