Sep
2011
Finding Salesforce.com lead referrals on Linked In
Sales is my client
As a Marketing guy and at the end of every day – Sales is my client. Since the data in Salesforce.com can sometimes be a bit off, I’ve created little tricks that my clients seem to love as it makes their life easier. This one came about from watching an inside rep I was working with. This also makes complete sense as Salesforce.com should be configured to only include people that have scored a certain number of points and or raised their hands for specific content/inclusion.
The rep had two screens open while they were making calls. They were cutting the name out of Salesforce and pasting it into Linked in as the data inside Linked in appeared to be current and they could see groups, comments, and other people within the company for circle of influence selling and finding a referral within their network. It seemed like a lot of work and was slowing their productivity proven by their daily activity log (Even though the data in Linked in helped them achieve their quota every month).
Create a Linked In Button
I created a very simple Salesforce.com button mash-up which when clicked will open a Linked in page and deposit Lead, Contact or Account Data into the appropriate fields and look for that person who is currently employed at the company. This simple button helped the rep exceed their quota the very next month.
To get it done you’ve got to be an Administrator and follow the below steps:
- GOTO > Your Name > Setup > Customize > Leads > Buttons and Links > Custom Buttons and Links > New
- For a Label call it “Linkedin Search” or whatever else you want
- For a Display Type click the radio button > Detail Page Button
- For Behavior Select > Display in New Window from the drop down list
- For Content Source Select > URL from the drop down list
- In the large box cut and paste the below text:
http://www.linkedin.com/search/fpsearch?fname=
{!Lead.FirstName}&
lname={!Lead.LastName}&company={!Lead.Company}&
currentCompany=C&searchLocationType=I&
countryCode=us&keepFacets=keepFacets&page_num=1&ppl
SearchOrigin=ADVS&viewCriteria=2&sortCriteria=R&redir=redir
Remember the button will not be shown unless you GOTO > Your Name > Setup > Customize > Leads > Page Layout > Edit
Then Click “Buttons” and drag and drop “Linked in Search” into the custom buttons box at the top of the Lead Sample. Saving your work afterwards.
That’s it…Most Sales reps will call you a hero for doing it. Give us a call if you have any difficulty.









