This feature requires you to have a LinkedIn Sales Navigator license.
Assistant allows you to search through the LinkedIn Sales Navigator. The first time you ask Assistant to find someone on LinkedIn, you'll be directed to login to your LinkedIn account. After logging in with your LinkedIn Sales Navigator credentials, you’ll be able use the Assistant to search for people or companies by name.
For Example: "Find Michael Scott on LinkedIn" should return matches for that name in LinkedIn and the Assistant will ask if you'd like to add the name you searched to Salesforce.
Right now, adding users to Salesforce from the Assistant will not add them to a specific account. Follow the directions below to search LinkedIn from the Assistant tab.
- Ask Assistant to "Find "name" on LinkedIn. Tap the name link
- Tap "Done" to go back to the Assistant
- Tap "Yes" to add the user you searched to Salesforce
- From there you can create a follow up task for that person