Proflags Quickstart Guide (Enterprise Edition)

Note: Please ensure that you have System Administrator permissions in order to use this guide. Please ensure you also have administration access to your Company LinkedIn Page that you wish Salesflags to collect data from.

1. Download Salesflags Proflags App

 https://login.salesforce.com/packaging/installPackage.apexp?p0=04t4K000001PraC

Install for All Users.

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2. Authorise LinkedIn App connection to Salesforce using a Callback URL

To Authorise your LinkedIn and Salesforce connection, navigate to the App Launcher in the top left hand side of your screen. Search and select the Proflags App, then click Setup on the far right hand side tab of the Salesflags Proflags window.

Underneath 'Start Post Installation Setup', click 'Next' and tick ‘Click here to send Callback URL to Salesflags to kick off App'. Click 'Next' again to complete the flow. 

Once your CallbackURL has been authorised by Salesflags, you will receive an email notification confirming that you can continue onto Step 3. The authorisation of the connection may take up to 24 hours.

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3. Authorise your Salesforce Named Credential with LinkedIn

Click on the 'Click here to Authorise your Salesforce Named Credential with LinkedIn' text.

This link will take you to Named Credentials within Salesforce Setup. On the Identity Type dropdown, select 'Per User'. Make sure 'Start Authentication Flow on Save' is ticked and click 'Save'.

You will be redirected to LinkedIn, please allow LinkedIn and Salesflags authorisation.

Using the 'View Profile' icon in the top right hand corner of your Salesforce screen, select Settings under your username. On the left hand side, underneath My Personal Information, click on 'Authentication Settings for External Systems'.

Click Edit next to 'LinkedInSocial'. Search and select your User Profile. Make sure 'Start Authentication Flow on Save' is ticked and click 'Save'.

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4. Format Salesforce Account Page with LinkedIn Company Account ID Field

Using the cog icon in the top right hand corner of your Salesforce screen, select Setup. Navigate to the Object Manager tab on the top of your screen and search for 'Account' in the Quick Find box.

Select 'Page Layouts' on the left hand side and 'Account Layout' on the available options.

Using the Fields options, drag and place  ‘LinkedIn Company Account ID’ into the Account Information section and press Save.

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5. Create your LinkedIn Salesforce Account and add your Company Page LinkedIn ID

Using the App Launcher in the top left hand side of your screen, search and select the Proflags App. 

In the 'Accounts' tab, create a new Account and add your Salesflags Company LinkedIn ID, this can be found in the URL above your LinkedIn Company Page (example shown below)

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6. Import all Company Page posts

Return to the Salesflags Proflags App Home page and select the 'Refresh Company Post' tab.

Click 'Next' underneath 'Get All Post' and click 'Next' again to start importing your LinkedIn Company Page posts and the Social Activity data, including comments and reactions.

Please allow up to one hour for all data to be imported. We recommend repeating this step twice a day, once in the morning and again in the late afternoon.

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7. Sales User: Follow proposed Social Activities on a List of LinkedIn Company (Page Post) Comments

Click on the Salesforce Leads tab. From the dropdown, select the Leads list 'For LinkedIn Salesflags Engagement' view. 

  • Review
    Looking at the Name, Company/Headline and, if necessary, use the LinkedIn Profile link to evaluate the Lead. 
  • Rate
    Using the Rating field, initially qualify the Lead, based on your review.
  • Engage
    For Leads that have no Tracked Follow Up, use the Latest Comment Link to leave a reaction against the Lead's comment.

Note: The next time the data is imported via Refresh Company Post (Step 6), the Tracked Follow Up box will be checked.

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8a. Sales Leader: Report on LinkedIn follow up over the last 3 weeks (before Salesflags)

Click on the Salesforce Reports tab, on the left hand side select All Reports and search for the report 'LinkedIn Follow Up - Last 3 Weeks'.

This report will show the total number of LinkedIn activities over the last 3 weeks that have been tracked for a Lead Owner.

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8b. Sales Leader: Report on LinkedIn follow up over the last 3 weeks (using Salesflags)

Click on the Salesforce Reports tab, on the left hand side select All Reports and search for the report 'LinkedIn Follow Up - Last 3 Weeks'.

This report will show the total number of LinkedIn activities over the last 3 weeks that have been tracked for a Lead Owner.

Want to discuss Social Selling?

If you're interested in social selling best practices for your sales team, please get in touch. We would be happy to discuss your situation and how we can help.