Sales Navigator CRM Sync enablement guide for Oracle Sales

As a Sales Navigator Advanced Plus user, you can enable CRM Sync between your Oracle Sales and Sales Navigator account for streamlined data integration. With CRM Sync, you can automatically import account and contacts to LinkedIn Sales Navigator. The option to allow selected data from Sales Navigator to be written back to your CRM is also available. Alternatively, CRM Sync can be configured to import accounts, contacts, and leads into Sales Navigator without enabling activity writeback.

Embedded Experiences and Embedded Profiles also provide seamless access to LinkedIn Sales Navigator insights directly within your CRM by embedding actionable tools like Account IQ, Relationship Map, and Find Key People into your workflows, eliminating the need to switch platforms.

This article provides information on the process of enabling CRM Sync between your Oracle Sales CRM and LinkedIn Sales Navigator.

Who can use this feature?

Integration between Sales Navigator and your CRM is only available for Sales Navigator Advanced Plus users.

Benefits

By connecting Oracle with Sales Navigator using CRM Sync, you can access key CRM-powered integration features, which are listed in the following table.

Feature	Description
Embedded Experiences	Enhances sales workflows by embedding actionable insights within the CRM interface. With Account IQ, you have actionable account-level insights, like strategic priorities, revenue estimates, and business challenges, directly within CRM records. With Relationship Map, you can visualize organizational hierarchies, map account stakeholders, and strategize outreach efforts. And with Find Key People, you can identify potential leads and relevant stakeholders using LinkedIn’s member data and customizable personas, with actions like saving leads or sending InMails directly from the CRM.
Embedded Profiles	Allows you to view LinkedIn member profiles directly within their CRM records, including key job titles, work history, and mutual connections, providing you with a more comprehensive understanding of leads and contacts.
Next generation data validation	Identifies when CRM contacts are out-of-date using LinkedIn data.
Contact creation and updates	Creates new or updates existing CRM contacts using Sales Navigator data both from Sales Navigator into your CRM and from the Embedded Experience into your CRM.
Activity writeback	Automatically log key Sales Navigator activities to the CRM. For example, InMails, messages, phone calls, notes, and Smart Links views.    Important to know - Oracle currently doesn’t support the writeback of phone calls as part of Sales Navigator CRM Sync.
Search filters	Includes or excludes your CRM contacts and accounts when performing Sales Navigator searches.
Auto-save	Automatically saves accounts and contacts associated with a user to My CRM Accounts and My CRM leads and contacts.
Sales Navigator system-generated lists	- Past Customers at new Companies system-generated list - List of past customers associated with your company’s closed-won opportunities now at new companies in your book of business. - Contacts who have left open opportunities system-generated list - List of contacts from your CRM who are associated with open opportunities that you own and have changed to a new company based on their LinkedIn profile while the opportunity is still open.
ROI reporting	The ROI report includes an aggregate-level view of how selling using Sales Navigator and LinkedIn impacts the business closed by your reps. ROI reporting includes Sales Navigator activities like account and lead searches, add notes, and view lists. As part of ROI reports, you can also view opportunities influenced by Sales Navigator users who own leads or contacts associated with closed or won opportunities. Please contact your LinkedIn account representative to access this report.
CRM Sandbox	You can connect to a CRM Sandbox environment to initially test CRM Sync with Sales Navigator or test new CRM features before releasing to all your users. To learn more, view this help center article.

Integration steps

Complete the following steps to enable CRM Sync integration between Sales Navigator and your Oracle Sales CRM.

Set up Sales Navigator CRM Sync with your Oracle CRM.
Enable Embedded Profiles and Embedded Experiences.
Set up writeback authentication.

Prerequisites

You must have access to the following items before you can enable CRM Sync with your Oracle Sales CRM:

Sales Navigator Advanced Plus
Oracle Sales
You are an admin in Sales Navigator and in Oracle Sales

Important to know

Embedded Profiles and Embedded Experiences are automatically installed as part of the CRM Sync installation process for Oracle Sales.

Step one: Set up Sales Navigator CRM Sync with your Oracle CRM

Complete these steps to set up CRM Sync with your Oracle Sales CRM.

On the Oracle Sales Application Composer interface, install the LinkedIn CRM Sync package by clicking LinkedIn Sales Navigator.
From the Setup LinkedIn Integration page, click Start.
From the Manage LinkedIn Application guided step process, click Create Application to integrate your Oracle Sales CRM with LinkedIn Sales Navigator. You must authenticate using your Sales Navigator admin credentials to complete this step. Once complete, a notification will appear indicating that the LinkedIn Sales Navigator application was successfully created.
Click Continue. From the Specify Integration Options pane, select the sales records types to share and write back.
Click Connect to connect the application and to support data sync and writebacks. The connection status will display as Connected. Click Continue.
From the Select Dataset for Matching pane, you can edit the filter conditions by selecting Edit from the dropdown menu.
You can edit to exclude inactive or unused records.
You can also choose to either export only new records or all changed records based on your requirements, which will help you manage data volume and frequency.
Click Save. The updated details will appear.
Schedule a one-time load for exporting data to LinkedIn. Once a one-time data load is complete, you can schedule an incremental data load. It’s recommended to schedule an incremental load to run every 12 hours.

Step two: Enable Embedded Profiles and Embedded Experiences

This section provides information on how to enable Embedded Profiles and Embedded Experiences so you can view LinkedIn information within your CRM application to save time switching between platforms.

Enable Oracle Sales Smart Actions

To display Sales Navigator Embedded Experiences, you must first enable Oracle Sales Smart Actions.

On the Oracle Sales Application Composer interface, click Smart Actions.
Enter LinkedIn in the Search box to search for all the LinkedIn actions and select Enable beside the required Smart Actions.

Enable Embedded Profiles

Enable Embedded Experiences

Once Embedded Profiles is enabled, no further action is needed from you as Embedded Experiences is automatically enabled.

Step three: Set up user writeback authentication

CRM activity writeback allows users to automatically update Oracle with Sales Navigator activity, including InMails, notes, and connection requests.

To enable CRM activity writeback:

Sign in to Sales Navigator.
Click Admin in the top menu.
Click Admin Settings in the top menu.
Click Production or Sandbox below CRM in the left menu.
Review Exported from CRM and Imported from CRM and select the required options using the toggles.

Data shared between Oracle Sales CRM and LinkedIn Sales Navigator

The following data from Oracle is shared with LinkedIn Sales Navigator:

Contacts
Leads
Accounts
Opportunities
Users

The following table displays how syncing CRM data with LinkedIn affects your use of LinkedIn Sales Navigator.

Objects in Oracle	Matches to LinkedIn terminology	To enable in Sales Navigator
Contacts or Leads	Leads	Leads in Sales Navigator will match automatically. You can immediately identify whether a contact or lead exists in Oracle using the CRM Badges feature. If no match is found, you can find a match or create a new Oracle contact or lead directly from within Sales Navigator. You will need to provide an email address and attach the contact to an account, if the setting is enabled.
Accounts	Accounts	Similar to leads, the CRM Badge on accounts will show if there is a match or not. It will also allow you to edit a match in case it was matched with an incorrect company in Oracle.
Opportunities	Opportunities	Deals can sync to LinkedIn Sales Navigator for better visibility.
Users	Not applicable	Displays who, in the CRM, owns account, lead, and opportunity records. It also helps connect users in Oracle and LinkedIn for verification.

Sales Navigator activity writeback fields in your CRM

Field Name	Subject
Sales Navigator InMail	InMails sent and received from Sales Navigator – [Subject lines created by Sales Navigator user]
Sales Navigator Message Sent	Messages sent and received from Sales Navigator
Smart Links	Smart Link view from Sales Navigator
Notes on a Lead	Notes from Sales Navigator
Notes on a Contact	Notes from Sales Navigator
Connection Requests Sent	Connection requests sent from Sales Navigator

Permissions for other actions in Sales Navigator

This section provides information on permissions for other actions and tasks that you can perform in LinkedIn Sales Navigator.

Lead creation, contact creation, and activity writeback requires users to individually authenticate (user-auth) with the CRM. This is in addition to admin-level authentication.
CRM user-auth is enabled only if admins have enabled CRM Sync on their contract.
CRM user-auth is available for both production and sandbox environments. You can connect to a CRM Sandbox environment to initially test CRM Sync with Sales Navigator or test new CRM features before releasing to all your users. To learn more, visit this help center article.
The ability to update leads and contacts requires the user to have read and write permissions over the lead or contact. Sales Navigator respects CRM permissions, and if the user doesn't have the correct permissions to update the lead or contact in CRM, they won't be able to do so on Sales Navigator. To learn more, visit this help center article.
CRM writeback and contact creation is available to all Sales Navigator users only if the admin on their contract has enabled these features for them from the Sales Navigator Admin Settings page.
For activity writeback, a user is prompted to authenticate with the CRM in the following scenarios:
- While attempting to write back an activity to the CRM and has not connected to the CRM before doing so.
- While creating a contact and has not connected to the CRM before doing so.
- While accessing the User Settings page to either connect or disconnect user-authentication for contact creation or activity writeback.
All Sales Navigator users must authenticate with the CRM to use enable activity writeback.

Troubleshooting

I want to verify that data is written back to the right CRM record

While performing writeback to the CRM, you can ensure that the data is written back to the right record in the CRM. Previously, you had to manually correct the errors in the CRM. But now, you can correct records directly from Sales Navigator.

The steps in this procedure assume that you are matching a record while sending a message to a lead or contact.

Click the CRM dropdown beside a lead. You are prompted to choose if you want to Find match or Create record.
If you think the record already exists, click Find match to see if there is a match, and then click Yes. If no match appears, or if you think this is an incorrect match, click Create record.
Complete the necessary fields and click Create.
Click Send to send your message. You will notice that the CRM option is also enabled. Click here to view more information on CRM matching logic.

Security information

For information on the security of Sales Navigator CRM Sync for Oracle Sales, please review the information here.

Learn more