LinkedIn Sales Navigator Logging SFDC Tasks
If you are interested in tracking your reps’ activities in LinkedIn in Atrium, you will first need to set up a way for that activity to be logged to Salesforce.
We are able to pull in “Custom Tasks”from the SFDC Task object into Atrium, which you can read more about here. For the Custom Task tracking to be successful, we have to change the Field Value for the Custom Task to be something unique to LinkedIn Messages.
The seven steps below walk through how to take tasks logged in Salesforce that represent LinkedIn activity and label them appropriately to not get confused with “other” tasks that might pollute accurate tracking for this metric.
How to Create a Flow in Salesforce to Track LinkedIn Messages
1. Navigate to your Setup page in Salesforce and search for Flows in the left side panel. Select the "New Flow" button at the top of the page.
2. Choose Record-Triggered Flow and hit Create:
3. Configure the “Start” of the flow for the Task Object for when “a record is created or updated”
4. Set Condition Requirements for “All Conditions Are Met (AND)” “Field: Subject,” “Operator: Contains” and “Value: Sent from Sales Navigator”
5. Should take you to this screen where you can save your work and add the next element/step of the Flow by clicking the plus sign:
6. Select "Update trigger records" Select the parameters for how the Flow should update the Task Object as in these two screenshots:
Note that you are updating the Type field to have a Value of “LinkedIn Message”
Step 7: After hitting “Done” on the screen above, it will take you back to the view of the Flow and you will be ready to “Save” and “Activate” the Flow for use!
Once you have set up the Flow, you will be able to follow our instructions for how to set up Custom Tasks in your Atrium instance, ensuring you point Atrium to the “Type” field and pull values of “LinkedIn Message.” Those instructions are here: LINK
Note: This workflow rule will work from this time forward, so you may need to update previous data in SFDC to correct your historic data.