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Connecting to LinkedIn Sales Navigator on the premises

Updated on May 10, 2021

Connect your on-premises Pega Sales Automation to the LinkedIn Sales Navigator to help sales representatives find new contacts with recommended leads and icebreakers, as well as connections among sales representatives and their prospects. The LinkedIn Sales Navigator widget is displayed in contacts, leads, opportunities, and organization pages in Pega Sales Automation.

Pega Sales Automation Implementation Guide
Before you begin: Register your application with LinkedIn.
Note:

Connecting Pega Sales Automation to LinkedIn requires an active LinkedIn account and an application. Integration with LinkedIn works only with Team and Enterprise licenses. For more information, see the LinkedIn developer documentation.

  1. Create a LinkedIn account.

    You can use your existing account.

  2. Create a LinkedIn application on the MyPega portal. For more information, see the "Adding new LinkedIn apps" procedure.

    You can create more than one application.

To connect on-premises Pega Sales Automation with LinkedIn Sales Navigator, perform the following steps:
  1. On the MyPega portal, go to the My LinkedIn Apps landing page.
  2. On the tile representing your LinkedIn app, click the More menu button and select Show Credentials.
  3. Save the Client ID and Client Secret for use in further configuration.
  4. Enable LinkedIn Sales Navigator in Pega Sales Automation.
    1. In the navigation pane of the User Portal, click Administration, and then click LinkedIn Integration (On-prem).
    2. On the LinkedIn integration page, select the LinkedIn check box.
    3. Enter the Organization ID that you used to create your LinkedIn application.
    4. Enter the Client ID and the Client Secret that you copied in step 3.
    5. Click Save.

Tags

Pega Sales Automation 8.7

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