📢 [Admins Only] New Sales Navigator Features Q1 2022: CRM Custom Field Mapping

This is great info @Nadia Vieira​ , I need to put this in front of the right CRM folk here. Thanks for sharing!

@Alejandro C​ thank you so much for your feedback. I would love to hear any insights your CRM team might have on this. Keep us posted! 😊

Hey guys,

I am seeing this as a pretty high level overview. We have tried to set this up and no information seems to be syncing between our mapped fields. Have the following questions:

• how do we know if information is syncing for mapped fields? There is no "Toggle on/off" button
• is information transfer always bi-directional?
• how often does or should information sync?
• our Production field mappings set already has values that are there seemingly by default. Does this mean information has already synced between sales nav and salesforce?

Cheers!

Zac

Hi @Z B​,

Welcome to the Sales Navigator Community! 😊 Watch our Getting Started Videos that help new members find resources, navigate the platform, and become more advanced members. Feel free to check out our List of Resources for more links and top Community threads as well.

These are such great questions, and I'm glad to hear you are trying the latest CRM Custom Field Mapping feature for Sales Navigator Admins. Here are my answers:

1. Once you click 'Confirm' or 'Save' after making changes, the custom fields and data should be saved. If there is no error message, that means the flow of information is not interrupted.
2. I believe the flow of information goes from Sales Navigator to your CRM as this feature allows users to map standard fields in Sales Navigator to standard or custom created fields in your CRM.
3. As listed in the post, it may take up to 48 hours for the data to reflect in your CRM.
4. Yes, I believe so. Sales Navigator looks at certain fields in your CRM to determine the correct matching, and some fields are actively used (the "default" fields, I believe). Take a look at this Help article for more information on the matching logic.

I hope this answered your questions. If not, I'd recommend reading through this Help article for further explanation and let me know if you need more help.

Thank you,

Eva C.

Thanks for your reply Eva,

Is it possible to push values in the fields from Linkedin to our CRM, or is the mapping customisation there purely to allow for better matching of records?

Imagine we have an Account/Account match (Linkedin determined it as a match due to the same website, company name and business address being in our CRM and on Sales navigator). 

With this match being accurate, we would want to collect and push other data that Linkedin may have on the Account, into our CRM, such as employee numbers, business phone, email & fax.

Is that possible?

Kind regards,

Zac

Hi Zac @Z B​,

Thanks for following up!

To answer the first part, you can push values from Sales Navigator fields to your CRM as long as the field exists in Sales Navigator. Essentially, you have the ability to choose which field in your CRM you want a Sales Navigator field should match to. For example, you can push "Email Address" in Sales Navigator to "Email" (or something else you want) in your CRM even though the fields are not the same name/title.

For the second part, if LinkedIn Sales Navigator has fields for "employee numbers," "business phone," and etc., the Admin can choose/customize which field in your CRM they should map to.

Does this answer your question? Hope this helps and let me know if you have further questions.

Thank you,

Eva C.

Is there any way to edit Activity mapping? We have "Log InMails" enabled and it is writing the activities back to SFDC but I need some identifier to be able to differentiate these activities as LinkedIn InMails so that I can report on them across the org.

Hi @Justin G​,

Welcome to the Sales Navigator Community! 😊 Watch our Getting Started Videos to help new members navigate the platform and become more advanced members. Check out our List of Resources for how to find top Community resources, share product feedback, and more as well.

That's a great question, and I believe this is different from the CRM Custom Field Mapping feature here. Currently, once an activity within LinkedIn or Sales Navigator is logged in your CRM (through Activity Writeback), I don't believe there is an automatic way to differentiate these activities from LinkedIn or Sales Navigator. There might be a manual way for users to note that on their own, or the Salesforce Admin might be able to set that up as a customized rule/setting.

I'd check in Salesforce first to see if that's possible. If not, feel free to suggest this as an idea to our Ideas page. I hope this helped and let me know if you have more questions.

Thank you,

Eva C.

Hi @Nadia Vieira​, thanks for sharing this update! The custom CRM mapping is very helpful. We'd also love to map custom CRM fields to user inputs (instead of LinkedIn attributes). For example, on the Create new contact pop-up, allowing the user to select a value from a Contact Role picklist and writing that value to the new SFDC contact.

Hello, @Nick M​.

Thank you so much for your feedback. We really appreciate it and are delighted to hear how helpful CRM mapping if for you you. 😊

Additionally, your recommendations on how to improve this feature are very interesting and I would suggest you to add them as a new idea within our Community Ideas page here. Our product team will review your suggestions and provide feedback on them.

Hope this is helpful and please let me know in case you have any further questions and ideas.

Thank you,

Nádia