Setting up Sales Navigator for Salesforce Webinar

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  • Опубликовано: 24 июл 2024
  • Sales Navigator increases cross-system awareness between Salesforce and Sales Navigator to help your reps get the most out of both. Organizations that enable them see more productive sales reps, leading to more pipeline, higher win rates, and larger deal sizes. Join our Product Marketing team to understand the importance of setting up this integration followed by a detailed walk through on how to set up the integration.

Комментарии • 14

  • @BrianPhamKenny
    @BrianPhamKenny 3 года назад +2

    This was EXACTLY what I needed to complete my setup. It's a lot of steps, but the video covers everything perfectly. Thank you!

  • @salesforceemily
    @salesforceemily 4 года назад

    Thanks for the walkthrough!

  • @Zmey25120
    @Zmey25120 3 года назад

    Thanks for the Webinar

  • @tzardoktheancient572
    @tzardoktheancient572 3 года назад

    This webinar was EXACTLY what I was looking for. Thank you both and Linkedin for the initiative! Excellent work!

  • @Supraman007
    @Supraman007 3 года назад +1

    Thanks for the demo. You mentioned the install doc has an explanation of the check boxes for the Member and Company Profile Cards, it doesn't....

  • @andreinacuellorondon6866
    @andreinacuellorondon6866 6 месяцев назад

    Hi! do you have the installation guide demonstrating each component and what they are, as you mentioned on the video? thanks

  • @plwork7656
    @plwork7656 3 года назад +1

    How does this change for classic SF? Do we still have to create Task record type? unclear there

  • @Renato.PLopes
    @Renato.PLopes 9 месяцев назад

    How can I choose wich recordType the contact or account or Lead will be created ?

  • @robertothillet7026
    @robertothillet7026 3 года назад

    I just installed this but don't see the writeback test and every time I try to writeback from sales navigator it says writeback is disabled. Any ideas?

  • @facundocruz8133
    @facundocruz8133 8 месяцев назад

    awesome

  • @user-lu5xr4yx9h
    @user-lu5xr4yx9h 9 месяцев назад

    Is this still accurate for 2023? We just bought the licenses so that we can install this on our Salesforce. Trying to see if there’s an updated version of this tutorial, if not - I’ll follow this awesome video tutorial!

    • @ozgurdoganbirol6411
      @ozgurdoganbirol6411 4 месяца назад

      Pretty much up to date to my experience. But for instance Task record types didn't arrive when I installed the package. I checked the release history and they were deprecated sometime. So it's actually less work than this video shows.

  • @razakpeerkhan9184
    @razakpeerkhan9184 2 года назад

    I am getting oauth error "The passed in client_id is invalid "null" ' Can please guide me to clear it

    • @YoleidyCarvajal
      @YoleidyCarvajal 2 года назад

      Were you able to sort this? I'm having the same problem. :(