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Sugar Connector for LinkedIn Sales Navigator Installation Guide

Overview

The Sugar Connector for LinkedIn Sales Navigator allows you to work with your LinkedIn information directly within Sugar. Sales Navigator capability is conveniently integrated as a dashboard that can be seen on the record view dashboard on the account, opportunity, contact, and lead. After you have purchased the connector, this guide will outline the technical prerequisites and walk you through downloading, installing, activating, and configuring the connector for use.

Note: For instructions on using Sugar Connector for LinkedIn Sales Navigator after it has been installed and activated, please refer to the Sugar Connector for LinkedIn Sales Navigator User Guide.

Prerequisites

  • You must purchase a Sugar Connector for LinkedIn Sales Navigator license from SugarCRM. If you have not purchased or received your purchase confirmation, please contact your Sugar partner or representative before continuing with the installation.
  • Sugar Connector for LinkedIn Sales Navigator must be downloaded and installed by a Sugar administrator on the Sugar instance where it will be used. Users will then be able to individually authenticate with their own LinkedIn accounts on their computers.
  • Users who want to utilize the connector's benefits must be members of a LinkedIn Sales Navigator Team or Enterprise license. For more information on the available LinkedIn Sales Navigator products, please refer to the LinkedIn Sales Solutions website.
  • After following all the steps in the Registering Your Application with LinkedIn section, ensure that you have the proper authentication requirements as listed for Sales Navigator.
  • Ensure that you have upgraded your Sugar instance to at least the minimum supported version of Sugar. For more information on supported platforms, please refer to the Connectors Supported Platforms page.
  • If your Sugar instance is on version 11.0 or higher, add *.linkedin.com under Admin > Content Security Policy Settings. For more information on adding trusted domains, please refer to the System page.

Registering Your Application with LinkedIn

Before installing and activating the Sugar Connector for LinkedIn Sales Navigator, you must register your Sugar instance with the LinkedIn Developer platform to generate your personalized Client ID. The credentials are used to tie your instance of Sugar to your Sales Navigator account. These steps only need to be performed once for the entire Sugar instance and not by individual users.

Follow these steps to register your Sugar instance with LinkedIn:

  1. Create the app
  2. Verify the app

Creating the App

  1. Navigate to https://developer.linkedin.com in your browser.
  2. Log in to LinkedIn using the account that has the Sales Navigator Team or Enterprise license.
  3. Click the Create App button on the Developers landing page or select "Create App" from the My Apps menu item.
    LI-myapps-create
  4. Complete the following form fields to register your Sugar application with LinkedIn:
    • App Name: Give your application a descriptive name such as "My Company Sugar Connector App".
    • LinkedIn Page: Identify the name of the LinkedIn page to be associated with the app. If you do not already have a LinkedIn page, click the "Create a new LinkedIn Page" link, and then follow the prompts to create a page. The page to be associated with the app must be verified by someone in your organization with Page Admin access to the LinkedIn page.
    • App Logo: Click the "Upload a logo" button and then select a square image from your computer or a connected drive to use as a logo for the application.
  5. Read and agree to the terms of use and then click the Create app button to generate the app.
    LISN submitnewapp

Verify the App

After creating the app, complete the following process to verify the named LinkedIn page is associated with your company.

  1. Click the Verify button next to the company name in the app settings.
    js-settings
  2. Click the "Generate URL" link to display the URL where the page can be verified. 
  3. Copy the URL to your system clipboard, and then click the "I'm done" button.
    LISN verify2
  4. If you are the Page Admin for the LinkedIn page, then navigate to the copied URL. If not, then send a request to the Page Admin with the URL to complete the verification.
  5. Click the Verify button to confirm the link between the app and the LinkedIn page.
    101-businesscat-client-id
  6. Proceed to the next sections to download and install the connector.

Note: Do not proceed to the download/installation steps until LinkedIn has fulfilled your request for authentication as described in the Sales Navigator requirements.

Downloading the Sugar Connector for LinkedIn Sales Navigator

The Sugar Connector for LinkedIn Sales Navigator is available for download by registered sugarcrm.com users via SugarExchange. Please note that you can download the connector even if you have not purchased it, but you will not be able to authenticate the connector and use it until the SugarCRM Orders Desk has associated a connector license with your SugarCRM account. Please contact your Sugar partner or representative for more information on purchasing a subscription for the connector.

Click the Download button and save the installation package to a directory that is accessible by the Sugar administrator user who will complete the new installation or upgrade to your existing connector.
exchange-download

Installing the Sugar Connector for LinkedIn Sales Navigator

Once you have downloaded the package (e.g. SC4LISN_1.x.x.zip), you can upload it to your Sugar instance via Module Loader. Please note that you can install the connector even if you have not purchased it, but you will not be able to authenticate the connector and use it until the SugarCRM Orders Desk has associated a connector license with your SugarCRM account. Please contact your Sugar partner or representative for more information on purchasing a subscription for the connector.

After downloading the package, use the following steps to install the connector for the first time or to upgrade your connector to a new version:

  1. Navigate to Admin > Module Loader.
    moduleloader
  2. To install the new package, click the "Choose File" button in the Module Upload panel to open a file selection window from your browser.
  3. Find and select the .zip package that you downloaded in the previous section.
    choose-file
  4. Click the Upload button to load the package to Sugar.
    upload-button
  5. Once the upload has completed, click the Install button next to the package's name in the Uploaded Packages panel.
    install-button
  6. Review the License Agreement and select "Accept" to agree to the terms and then "Commit" to run the installation.
  7. Wait for the progress bar to reach 100% and display a success message.
    Note: If installation errors occur, Sugar will display the errors with details of what potentially caused the issue(s). You can click on "Display Log" to view details of what occurred during the installation process. Work with your system administrator to troubleshoot and fix the errors, and then re-attempt the installation procedure.

The connector installation is now complete. For new installations, you must now activate the connector before configuring access.

Activating the Connector

The connector's configuration can be accessed via the Sugar Admin page. Follow these steps to activate the Sugar Connector for LinkedIn Sales Navigator:

  1. Navigate to the Admin screen in Sugar and click on "LinkedIn Sales Navigator Settings" to open the configuration page.
    admin-LISN
  2. Click on the Settings (gear) icon at the top of the Configurations list view:
    101-client-id
  3. Next, enter the LinkedIn Client ID obtained earlier in the Registering Your Application with LinkedIn section:
    LISN key
  4. Click the Save Settings button.

In the License Info dashboard, you should now see the dashlet for LinkedIn Sales Navigator, which contains information about the usage and expiration of your connector's license with SugarCRM. As you begin to grant connector access to teams and users, the number that is shown above "Users Enabled" instantly updates according to your configurations.
license-ZEROenabled

Note: After entering and saving your Client ID, if the dashlet contains the message "Oops! You don't seem to have a valid Linkedin Sales Navigator License", confirm that you have received a purchase confirmation for the connector from SugarCRM and that SugarCRM's Orders Desk has associated the connector license with your SugarCRM account. Please contact your Sugar partner or representative for more information on purchasing a subscription for the connector.

Next, you must grant users permission to access the connector as explained in the Configuring Access section of this guide.

Configuring Access

Once you have successfully activated the connector, you must select the teams or users that should have access to the Sales Navigator dashboard in Sugar. When configuring access, you will see a Teams tab and a Users tab where you can enable the respective entities for access to the Sales Navigator dashboard.

Note: Before configuring access, please review the configuration guidelines listed in the following section.

Follow these steps to grant access to teams or users in Sugar via the connector's settings:

  1. Navigate to the Admin screen in Sugar and click on "LinkedIn Sales Navigator Settings" to open the configuration page.
    admin-LISN
  2. If the Settings screen is still open, click on the List View icon to switch views:
    list-view
  3. Use the Teams and Users tabs to toggle between team access and user access.
    • Teams: To grant all members of a team access to the Sales Navigator dashboard, click on the Teams tab below the filter bar and select "Edit" from the team row's actions menu.
    • Users: To grant a user access to the Sales Navigator dashboard, click on the Users tab below the filter bar and select "Edit" from the user row's actions menu.
  4. Change the Dashboard Enabled field to "Yes". This will unlock the row's Accounts, Contacts, Leads, and Opportunities fields for editing. Set the modules you would like enabled for the team or user to "Yes" then click the row's Save button to preserve the settings.

Configuration Guidelines

Keep in mind the following important rules when configuring connector access for teams and users:

  • Granting access to a team will automatically update the settings for the team's users under the Users tab.
  • Access set for a user in the Users tab will take precedence over access settings for the user's team(s).
    • When a user's access is "No" but one or more of the user's teams access is "Yes", the user will not have access.
    • When a user's access is "Yes" but all of the user's teams access is "No", the user will have access via the user setting.
  • If a user belongs to two or more dashboard-enabled teams but those teams have different access to module dashboards, then the more restrictive module setting will win out.
    • For example, Jim belongs to teams East and West. Teams East and West are both configured as Dashboard Enabled=Yes. Team East has "Yes" access to the dashboard for all available modules (i.e., Accounts, Contacts, Leads, and Opportunities). Team West has "Yes" access to the dashboard for only the Accounts module; the Contacts, Leads, and Opportunities modules are set to "No". In this example, Jim will have access to the dashboard in the Accounts module and nowhere else due to the more restrictive West team's settings.
  • Implicit team memberships are respected by the connector. If access to the connector is enabled for a user via implicit membership, the administrator can override that user's permissions in the Users tab to remove access. For more information on implicit team membership types, please refer to the Team Management documentation.

Note: Because conflicts or confusion may occur when granting access via both the Teams tab and the Users tab, we recommend using only one method or the other. In fact, you may find it useful to create a custom team called "LinkedIn Connector". After enabling access to the connector for the LinkedIn Connector team, you can simply add and remove users via Team Management.
linkedin-team

Last modified: 2021-08-03 12:41:44