Learn How to Sync LinkedIn with SalesForce CRM and Outlook! Linkedin-Makeover | Linkedin Sales Funnel | Linkedin Audit | Linkedin Coaching | Linkedin Training | Linkedin Workshop | Linkedin Makeover | Linkedin How To | Linkedselling | Linkedin Selling | Linkeduniversity | Linkedin University | Linkedworking | Linkedin Working | Social Selling | Influencer Marketing | #Linkedinlocal | #Influencer | #Influencermarketing | #Linkedlocal | #Linkedinhouston | #Linkedhouston | #LinkedInMakeover | Lewis Howes | Josh Turner | Houston Young Professionals Freddy Goerges 713-409-6127

1. Freddy Goerges, CEO & Founder
www.LinkedInSalesFunnel.com
713-409-6127

2. TABLE OF CONTENTS
• WHAT DOES LINKEDIN SAYS ABOUT SALESFORCE INTEGRATION
• LINKEDIN INTEGRATION FOR SALESFORCE BY EBSTA
• SALESFORCE EMAIL INTEGRATION FOR OUTLOOK

3. WHAT DOES LINKEDIN SAYS
ABOUT SALESFORCE INTEGRATION

4. EXPORTING ACCOUNT AND LEAD
INFORMATION FROM SALES NAVIGATOR
if you're a sales navigator team user, you can sync all of your information regarding
leads and accounts between sales navigator and salesforce. information is updated in
real-time between your crm and sales navigator. additionally, sales navigator offers a
widget for salesforce and ms dynamics that provides sales navigator information within
your crm which you can also leverage.

5. SYNCING SALESFORCE IN SALES
NAVIGATOR
you can choose to import information once during the initial configuration as well as on a
daily basis. enabling the salesforce sync with sales navigator ensures your information will
always remain up to date.

6. TURNING THE SALESFORCE SYNC FOR
SALES NAVIGATOR ON AND OFF
before you enable the salesforce sync feature for your team, ensure the following:
• you must be a salesforce admin on either professional, enterprise, performance, unlimited, or developer
editions of salesforce.
• you must use a version of salesforce that allows api access. if your version doesn't allow api access, you
may need to purchase it from salesforce for an additional fee. salesforce enterprise, unlimited, developer, and
performance have api access by default. api is not available by default with the contact, group, and
professional versions of salesforce. you must have sales navigator admin status.
• you must have sales navigator team.
• javascript must be enabled on your browser.
• note: you can only sync one instance of salesforce per sales navigator contract.

7. As an admin, you can choose to sync Salesforce with Sales Navigator for your team during
the onboarding process.
If you choose to skip this step during the initial setup, you can still sync your team's Sales
Navigator account with Salesforce at any time. Check out our installation guide to help you
through the process of setting up the Salesforce sync.

8. LINKEDIN CRM FOR SALESFORCE
NAVIGATOR & SALESFORCE ENABLE GUIDE

9. LINKEDIN INTEGRATION FOR SALESFORCE BY EBSTA

10. EBSTA FOR LINKEDIN - VIEW YOUR
CUSTOMER RECORDS INSIDE LINKEDIN
EBSTA AUTOMATICALLY CROSS-REFERENCES SALESFORCE AS YOU BROWSE
LINKEDIN PROFILES TO PROVIDE YOU WITH A SNAPSHOT VIEW OF THE
SALESFORCE RECORD - INCLUDING CUSTOM FIELDS AND OBJECTS, TASKS,
OPPORTUNITIES, ACCOUNTS AND MORE.

11. EBSTA FOR LINKEDIN - VIEW YOUR
CUSTOMER RECORDS INSIDE LINKEDIN
✓ GET AUTOMATICALLY ALERTED TO MATCHING SALESFORCE RECORDS AS YOU
BROWSE LINKEDIN
✓ VIEW, EDIT AND UPDATE SALESFORCE RECORDS ALONGSIDE LINKEDIN PROFILES
✓ LOG CALLS, CREATE TASKS, MANAGE OPPORTUNITIES AND MORE
✓ SUPPORTS CUSTOM OBJECTS AND FIELDS OUT-OF-THE-BOX
✓ WORKS WITH JOBSCIENCE, TALENT ROVER, CLICKBOARD AND CONNEXYS
✓ INTEGRATIONS WITH 50+ WEBSITES - INCLUDING ZOOMINFO, INDEED, MONSTER,
XING AND MORE.

12. SALESFORCE EMAIL INTEGRATION FOR OUTLOOK

13. AUTOMATICALLY SYNC EMAIL & CALENDAR.
WORK WITH SALESFORCE DIRECTLY IN
INBOX
SUPPORTS: OFFICE 365, OUTLOOK, GMAIL, EXCHANGE
CREATE/EDIT YOUR SFDC OBJECTS
MERGE/CONVERT LEADS
SUPPORTS ALL CUSTOM OBJECTS
SAVE EMAILS AND FILES TO ANY SFDC OBJECTS
EMAIL TEMPLATES
CLICKS TRACKING
CALENDAR SCHEDULING ASSISTANT

14. LET’S START YOUR
ORGANIZED GROWTH JOURNEY NOW!
Freddy Goerges, CEO & Founder
www.LinkedInSalesFunnel.com
713-409-6127

15. HOW TO ON LINKEDIN
Linkedin-Makeover | Linkedin Sales Funnel | Linkedin Audit | Linkedin Coaching | Linkedin
Training | Linkedin Workshop | Linkedin Makeover | Linkedin How To | Linkedselling |
Linkedin Selling | Linkeduniversity | Linkedin University | Linkedworking | Linkedin Working
| Social Selling | Influencer Marketing | #Linkedinlocal | #Influencer | #Influencermarketing |
#Linkedlocal | #Linkedinhouston | #Linkedhouston | #LinkedInMakeover | Lewis Howes |
Josh Turner | Houston Young Professionals Freddy Goerges 713-409-6127