Salesflags Support

Sales Navigator Setup

Salesflags Installation Guide

Product Reference Manual

User Guide / Training

* Before you get started, please ensure you have administration access rights to your Company LinkedIn account or you are able to get the Company LinkedIn ID in order for you to set up.

 

Sales Navigator Setup

Salesflags Setup

Before you get started
Please ensure you have administration access rights to your Company LinkedIn account or you are able to get the Company LinkedIn ID in order for you to set up
Validation rules: If you have your validation rules switched on, please ensure you create a field saying ‘Ignore for Salesflags’.
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Proflags - Step-By-Step Installation Guide

1. Click on the App Proflags.
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2. Once installed, you should see at least 5 tabs in the Salesflags app (Home, Accounts, Leads, Social Activity, etc). If you do not see this then the object access is missing. To Authorise your LinkedIn Company Account, tick the ‘Send Callback URL to Salesflags’ and click ‘Next’ then navigate your way to the ‘Setup’.
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Named credentials

3. Once your account has been authorised, go to ‘Named Credentials’ and click edit next to ‘LinkedInSocial’.

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4. Scroll down and make sure 'Start Authentication Flow on Save' is ticked and click 'Save'.
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integrating linkedin with salesforce

5. You will be redirected to the page below asking for you to sign in. Note: Please ensure the main user/admin of Salesflags is the one who integrates their LinkedIn account with Salesforce/Salesflags.

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6. After you have signed in, you will be taken back to this page. Check 'Authentication Status' has the email address you signed into LinkedIn with.
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Account layout / configuration 

7. Now that you have integrated your LinkedIn with Salesflags, you need to configure your page layouts. Go into ‘Object Manager’ and click ‘Accounts’.

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8. Click into ‘Page Layouts’ →  ‘Account Layout’.
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9. Add the Fields ‘Salesflags Company LinkedIn Id’, ‘CalloutStatus’ and ‘Schedule All Company Posts’ by dragging into ‘Account information’ below.
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a. Change to Buttons and add the ‘Get_company_Post ‘ and ‘All_Company Post’ into Account Details. You will also need to add both of these buttons into Mobile & Lightning Actions too.
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related list fields for account layout

b. Scroll down to Related Lists and drag ’Social Activities’ into Related lists.

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c. Add related list fields: Social Activity Name, Lead, Comment, Reaction, Social Activity Score, Proposed Activity, Activity Tracked, LinkedIn Comment Link and Social Activity Date. Click 'ok'.
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d. Make sure to click 'Save' in the top left box.
e. Click 'yes'
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Lead layout / configuration

10. Navigate your way back to ‘Object Manager’, scroll down and click ‘Lead’.

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a. Go into ‘Page Layouts’ → ‘Lead Layout’.
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b. In Fields, add 'Has Social Activities' by dragging into ‘Lead Information’.
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c. Change from Fields to Related Lists, scroll down the page to ‘Related Lists’ and add 'Social Activities'
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Related list fields for lead layout

d. Below ‘Related Lists’ click the screwdriver icon and add related list fields: Social Activity Name - Reaction - Comment - Proposed Activity - Social Activity Score - Activity Tracked - LinkedIn Comment Link - Social Activity Date. Click ‘OK'.

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e. Make sure to click ‘Save’ in the top left of the box.

contact configuration

10. Scroll down to the page to 'Related Lists' and add 'Social Activites'

Related list fields for Contact

a. Below ‘Related Lists’ click the screwdriver icon and add related list fields: Social Activity Name - Reaction - Comment - Proposed Activity - Social Activity Score - Activity Tracked - LinkedIn Comment Link - Social Activity Date. Click ‘OK'.

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e. Make sure to click ‘Save’ in the top left of the box.

LIST view configuration

11. Next step is to configure your Leads list page which will include the Social Activities.

a. We recommend adding 'Has Social Activities' in your list view so you can see which leads have engaged with you easily. You can do this by clicking the toggle and ‘Select Fields to Display’. Remember to click ‘Save’.

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b. Your Leads List View should now look similar to this:
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salesflags picklist value

12. In order to see where your lead has come from, you need to have the ‘Lead Source’ picklist. These steps will show you how to create one for Salesflags. First, click the toggle next to the bell in the top right hand corner and click ‘Edit Object’. See below for reference:

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a. In ‘Fields & Relationships’ you will need to scroll down the page to ‘Lead Source’.
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b. Here you can create a new picklist value. You need to create a ‘Salesflags’ picklist. Click ‘New’.
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c. In the text box input ‘Salesflags’ and click ‘Save’.
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d. Once you have created a Salesflags picklist value (or any value) you will see it here:
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linkedin id setup

13. In ‘Accounts’ you will need to include your Company LinkedIn ID to your existing account.

a. Under ‘Details’ you will need to have your LinkedIn ID to put into ‘Salesflags Company LinkedIn ID’ in order for the data and Social Activities to be pulled through. (example: 49122792) 

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b. Once you have put your ID in ‘Salesflags Company LinkedIn ID’ click ‘Get Company Post’.
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c. You should see all of the posts for this org along with its Reactions, Actors and Comments data, along with associated generated Leads with their LinkedIn profile information if you click on the ‘All Company Post button’.
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apex scheduling

14. In order for you to use the scheduling of ‘All Company Post’, make the ‘Schedule Apex for all Company Post’ box ticked. The Admin or anyone who is authorised can use the Schedule Class named ‘AllCompanyPostSchedule’ to get social activity at a certain time.

a. To create a scheduled job you will need to go in Setup → search for ‘Apex Classes’ in the quick find box and select ‘Schedule Apex’.

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b. In the job name put ‘AllCompanyPostSchedule’ and search for the Apex Class. Look for the name of the above schedule class and schedule as needed. If you need to do more than one time in a day, create 2 jobs. For example, one job being in the morning and another for the afternoon/evening.
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15. You can reference this  document in the home page In Salesforce Lightning you can see this right away after installation of the App below Salesflags logo but in Salesforce Classic to get that in homepage the steps are Setup -> Home - > Home Page layout-> click on the name of the assigned layout-> you will see Salesflags post installation document , click the check box.
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This should work in Salesforce Classic , Salesforce Lightning and Mobile App.

user access requirement

1. Users should be able to access Standard Object ‘Account’ for accessibility, query, update custom fields (Salesflags Company LinkedIn ID ,and Callout Status, Schedule_All_company_post).

2. User should have access to ‘Lead’ object for accessibility, queryable , read, create and update.

3. User should have access to Custom Object ‘Social Activity’ to access, read, create and update

4. User should have access to query, read, create and update custom object LinkedIn Current user 

5. For example: create a permission set to add Custom Object ‘Social Activity’ and ‘LinkedIn Current User’ to the Standard user profile as it has Account and Lead permissions already. We need Lead read, create , update and Account read and Update as well if user does not have full access for Account

error / message handling in callout-status

1. If after pressing the button ‘Get Company Post’  CalloutStatus in account field gets updated with ‘Success’ check  the related field ‘Social Activity’ you should see the posts reactions, comments , likes for the latest post for user LinkedIn Org.

2. If Callout Status gets updated with Error with description then please follow that to fix by entering Salesflags LinkedIn org ID.

3. If Error like Error 1001, Error 1002, 1013 , 1014  etc comes then either the user does not have permission  access to account, Lead or Social activity or it is not properly authorised with LinkedIn through Named Credential or no post for that org or org is not administrator. LinkedIn current user will give information regarding orgs for the logged in LinkedIn user.

Callout Status = 'Error 1010- invalid org id, Administrator org Id only, or no API access or no post, not connected to LinkedIn please authenticate from Named Credential or no access to social Activity custom Object or Lead Object. You should see at least 5 tabs in Salesflags app  (Home, Account, Leads, Social Activity , LinkedIn current user) else any of the object  access is missing.

Product Reference Manual

Page descriptions

All Leads With Social Activities

The ‘All Leads With Social Activities’ list view will contain all Leads who have engaged with a social post from LinkedIn. 

You should expect to see a list of names along with their headline description from LinkedIn. 

From this list view you can select a specific lead and access all social activities that Salesflags has created from their activity on LinkedIn with your posts.

We recommend that you sort this list view by ‘Created Date’, allowing you to see the most recent leads that have been created by Salesflags.

We also recommend that you utilise the ‘Rating’ column on this list view. Undoubtedly there will be social activities from colleagues, partners, friends or family. There is no need for your sales team to be following up with these leads. Therefore we recommend that you assign these leads with a rating along the lines of ‘Community / Non Prospect’ or ‘Staff’ etc, team the Rating field with a ‘not equal to’ filter to hide these unwanted leads.

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Social Activities 

The ‘Social Activities' page contains all recorded engagement posts from an individual lead.

The Social Activities page should show: 

  • Type of ‘reaction’ left
  • Details of any comments left
  • URL link to the post itself
  • Proposed activity for follow up
  • Date of the social engagement
  • Associated score that it has received
  • URL Link to the lead’s profile

We recommend that you sort this list view by ‘Social Activity Date’, allowing you to see the most recent activities that Salesflags has pulled in.

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Finding all company Social Activities:

  • Accounts → select your company account →  click ‘All Company Posts’.

Finding an individual Leads Social Activities:

  • Leads → All Leads With Social Activity → choose a Lead (Example: Harrison Green) → proceed into Social Activities.

lead & contact screen layouts (Sales navigator + salesflags)

If you have the Sales Navigator and Salesforce sync setup correctly, you will have access to a Sales Navigator window within the 'Details' tab in your CRM.

Integrating LinkedIn and Salesforce allows your team to see sales activity all in one place, without having to leave Salesforce. Your team can spend less time jumping between platforms and more time engaging with leads.

Syncing up LinkedIn and Salesforce means you sales team can:

  • Target leads and accounts that are right for your products and services.
  • Understand the lead's value by information provided on their LinkedIn profile.
  • Engage leads and accounts with personalised information.
  • Save time as every outreach is personalised and captured in Salesforce

This integration allows SDRs to log their Sales Navigator activities into Salesforce seamlessly, including:

  • Logging InMail messages and notes.
  • Importing Leads and Account records (Enterprise Edition only).

 

Integrating Salesflags will allow you to see LinkedIn social selling data alongside Sales Navigator, including: 

  • Leads created from LinkedIn (Social Activities tab in 'Related')
  • Tasks / Activities created by Salesflags from LinkedIn engagement

Lead Screen Example

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Contact Screen Example

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Lead & Contact Screen Sections
  • Social Activities

LinkedIn engagements recorded by Salesflags.

  • Opportunities

These are deals with the contact / company in progress.

  • Cases

This supports any questions, issues, or feedback the contact has.

  • Notes & Attachments

Anything which needs to be documented against the contact can be put in Notes & Attachments. Sales Navigator messages are also recorded here should the user choose to sync messages back to the CRM.

  • Campaign History

Measure how well your marketing campaigns are doing.

salesflags keyword definitions

All Company Post - Retrieve data from every post published by your company on LinkedIn.

Get Company Post - Retrieve data from your company’s most recent LinkedIn post.

Social Activities - The tab in which all social engagements with LinkedIn posts will be kept in table form.

Social Activity Name - The lead/actors name who committed the Social Activity.

Social Activity Date - The date that a lead has taken action with your post.

Social Activity Score - Salesflags automatically scores leads with a numerical value to indicate how active they have been and how high their interest level is in your social activity. (Example: Comments receive a score of 10 and Reactions receive a score of 2)

Proposed Activity - Recommended next step to take with a lead created from a social activity.

Activity Tracked - If you have completed a Proposed Activity, the Activity Tracked box will be ticked.

Comment - The comment that a lead has left on a LinkedIn post.

Reaction - The type of ‘reaction’ that a lead has left on a LinkedIn post. The list of reactions are: Like, Celebrate (praise), Support (appreciation), Love (empathy), Insightful (interest) and Curious (maybe).

Post - The LinkedIn post that a lead has engaged with.

Rating - Automatically qualify out leads from your lead list by assigning the appropriate ‘Rating’ and filter.

Actor Link - Here you will be provided with a link which will take you directly to the leads LinkedIn profile page.

LinkedIn Comment Link - A direct URL link to a comment left by a lead on your LinkedIn post.

Lead Status - When choosing what status your lead is, you will be given options which will determine what your lead qualifies as on your lead list.

Lead Owner - Once a Lead has been created on your account, you will be the Lead Owner. This can be changed to a preferred owner if needed.

Lead Source - This is where the Lead was found then synced into Salesflags. However; if you create a Lead in Salesflags, the Lead Source will be Salesflags, not Sales Navigator.

recommended page layouts

All Leads With Social Activities [Freeflags + Proflags]

Name - Company - Rating - Lead Source - Has Social Activities - Created Date

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Social Activities [Freeflags + Proflags]

Social Activity Name - Reaction - Comment - Proposed Activity - Social Activity Score - Activity Tracked - LinkedIn Comment Link - Social Activity Date

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LinkedIn Post Results [Freeflags + Proflags]

Social Activity Name - Post Style - Post Description - Number of Comments - Number of Reactions - Social Activity Date

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LinkedIn Company Comments [Freeflags + Proflags]

Social Activity Name - Post Style - Lead - Comment - Proposed Activity - Activity Tracked - LinkedIn Comment Link

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LinkedIn Personal Comments [Proflags]

Social Activity Name - Post Style - Lead - Comment - Proposed Activity - Activity Tracked - LinkedIn Comment Link

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rePORT layouts

Social Activities For Actioning [Freeflags + Proflags]

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Report Fields: Lead: Lead Owner - Activity Tracked - Social Activity: Social Activity Name - Lead: Last Name - Comments Liked By - Proposed Activity

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Social Activities Report For Lightning [Proflags]

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Report Fields: Social Activity: Social Activity Name - Post Description - Post Style - Social Activity Date - New Lead Activity Tracked - New Lead Activity Not Tracked - Existing Lead Activity Tracked - Existing Lead Activity Not Tracked - Number Of Comments - Total Activity 

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troubleshooting tips

Failed Scheduled Apex Job 

In the event that a scheduled apex job has not been successfully completed. Please follow the following steps to manually retrieve social activity data from LinkedIn.

Step 1

- Navigate your way to the ‘Accounts’ tab.

Step 2 

- Select your company account.

Step 3

- Select ‘All Company Post’ to retrieve data from every post published by your company on LinkedIn.

- Select ‘Get Company Post’ to retrieve data from your company’s most recent LinkedIn post.

Step 4 

- Return to the ‘All Leads With Social Activities’ list where new data will be present.

 

Duplicated Leads

If for any reason you find you have duplicated leads, you will need to define a matching rule and a dedupe rule. You can do this by creating a lead matching rule that matches on the First Name and Last Name being the same. This will flag as a potential duplicate.

Create a dedupe rule that uses the matching rule, so you can therefore create the matching rule first and then create the dedupe rule.

User Guide / Training

introduction

The purpose of this guide is to help a Salesperson employ a sales process in Salesflags with or without Sales Navigator in order for them to achieve their objectives. The information will assist a user when implementing social activities in LinkedIn.

LinkedIn activities extractor - google chrome extension

Before you begin your Social Selling process, ensure that you have the Salesflags LinkedIn Activities Extractor installed, this enables access to your Personal Posts and Salespersons Activity in LinkedIn that has been carried out by the Salesperson.

Please note that you will need to download this free chrome extension from the Chrome Web Store in order for you to use Personal Posts and Salesperson Activities in the Proflags version.

You can do this by clicking on the link:

https://chrome.google.com/webstore/detail/linkedin-activities-extra/bcpfkigklihigdlakmnpajemgcigoije 

Personal post data (Proflags)

Note: Please ensure you have the Salesflags Google Chrome Extension installed to use Personal Posts.

To retrieve your Personal Post data, you will need to search for the Proflags app in Salesforce and navigate your way to the home page. Everything is initiated from the Salesflags Home Page.

In the top right hand corner you will see ‘Get Personal Post’ - continue with the following steps to successfully export the activity from your LinkedIn page into your Salesforce org:

  • The user will be taken to their LinkedIn posts where they click on the extension and the ‘get personal post’ button.
  • This will then download a CSV file containing their LinkedIn post data. The user will need to navigate their way back to the Salesflags app and upload the personal post CSV file, as shown below.
  • The final step will submit the program to get the personal posts, company posts and ads.

salesperson activities 

Note: Please ensure you have the Salesflags Google Chrome Extension installed to use Salesperson Activities.

The Salesperson’s Activities is the social selling engagement that has been executed within LinkedIn by the Sales Development Representative, this could be a ‘like’ or ‘comment’ that has been done by the user.

To extract the Salesperson’s Activities, the user will need to follow the instructions on the Salesflags Proflags home page:

  • On the top left hand side of the screen where it says ‘Get Salesperson Activities’, click next. The user will be taken to their LinkedIn activity where they click on the extension and the ‘get personal post’ button.
  • This will download a CSV file containing their LinkedIn activity data. The user will need to navigate their way back to the Salesflags app and upload the CSV file, as shown below.
  • The final step will submit the program to get the users outbound activity, such as reactions and comments against posts into their Salesforce org.

social selling sales process

We’ve created a step-by-step table of what we recommend a Sales Development Representative (SDR) to do when actively social selling with or without Sales Navigator.

To view new leads and social activities created and recorded by Salesflags from personal and company page LinkedIn posts. SDR to follow up on the 'Proposed Activity' suggested by Salesflags.

Social Selling [No Sales Navigator]
Step Activity System
1 Post to LinkedIn Company and Personal pages LinkedIn
2 Check for new leads created by Salesflags Salesflags
3 View social engagements from new leads Salesflags
4 Complete proposed activities recommended by Salesflags LinkedIn
5 Qualify Lead / Assign Rating Salesforce
6 Send LinkedIn Connection Request LinkedIn
7 Reach out with personalised direct message Salesforce / LinkedIn
8 Book a call Salesforce / LinkedIn
Social Selling [Including Sales Navigator]
Step Activity System
1 Post to LinkedIn Company and Personal pages LinkedIn
2 Check for new leads created by Salesflags Salesflags
3 View engagements from new leads Salesflags
4 Complete proposed activities recommended by Salesflags LinkedIn
5 Qualify Lead / Assign Rating SalesNavigator / Salesforce
6 Send LinkedIn Connection Request SalesNavigator / Salesforce
7 Reach out with personalised direct message SalesNavigator / Salesforce
8 Book a call SalesNavigator / Salesforce

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