Install the Salesforce Plugin
Ask Swantide to install the Sales Navigator application for you
Set the Sales Navigator settings
First, everyone on your team must navigate to Salesforce from the “CRM Settings” section here:
Then you can set LinkedIn admin settings here.
Warning: settings vary based on the version of Sales Navigator that you have purchased. Contact Swantide if these settings don’t look right.
If you would like your Salesforce leads to populate in Sales Navigator, you can turn on this section. It is a personal preference based on how you like to use Sales Navigator.
Log InMail, calls, and notes to Salesforce: