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Connecting to LinkedIn Sales Navigator on Pega Cloud

Updated on October 22, 2021

This content applies only to Pega Cloud environments

Connect your 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.

Before you begin: 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. In the navigation pane of App Studio, click on Settings, Application Settings, and then select the Social media tab.

  2. Select the LinkedIn checkbox.

  3. Click on Save.

Result: This enables the Linkedin application to be automatically created for Pega Cloud applications integration with Sales Navigator. 

Tags

Pega Sales Automation 8.6.2

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