Jan 052010
 


Original Version without cropped images

Working excerpt from “Small Business Owners Playbook for Salesforce.com and Microsoft Office” Chapter 4 – Play SFDC Contacts and Leads – Get your Outlook Contact data in the Cloud via Salesforce.com

Question: So..do you have any glimmers of how to use salesforce.com and harvesting info from contacts on LinkedIn?

Rephrased: How do you import contacts into Salesforce from LinkedIn?

Answer: Below is the Overview and Illustrated walk thru and this also works for importing into Outlook and other CSV aware applications

Overview:

  1. In LinkedIn use the Contacts export to CSV button
  2. In Salesforce Setup Customize the Leads Object by adding LinkedIn to Lead Source picklist
  3. In Salesforce Setup run the Import Leads from CSV file wizard

Illustrated walk thru:

  1. In LinkedIn use the Contacts export to CSV button
  2. Image of LinkedIn Contacts Export

  1. Goto your Linked In Contact Page shown below
  2. Image of LinkedIn Contacts

  3. Click the Export Connections Icon below the contacts pane
  4. Image of LinkedIn Contacts Export

  5. Enter the Human readable password and then click the “Export” button
  6. Image of LinkedIn Contacts Export Wizard Step 1

  7. You should get the Contacts Exported Success Page
  8. Image of LinkedIn Contacts Export Wizard Step 2 Success

  9. File is saved in your download folder per your browser download folder setting as “linkedin_connections_export_microsoft_outlook.csv”
  10. Image of LinkedIn Contacts Exported to file

  11. Optional: Open File with Excel / Open Office Spreadsheet
  12. Image of LinkedIn Contacts CSV Import setup

  13. Optional: Edit File with Excel / Open Office Spreadsheet to add,change or delete columns and data
  14. Image of LinkedIn Contacts CSV Import setup

  • In Salesforce Setup Customize the Leads Object by adding LinkedIn to Lead Source picklist
  • Image of Salesforce Setup Link

    1. In Salesforce goto the “Setup” (link in the upper right) and expand the “Customize” menu option under “App Setup” and then expand the the “Leads” object and click the “Fields” option in order to edit the Lead Source picklist by clicking the field name “Lead Source” and NOT “Edit”
    2. Image of Salesforce Lead Fields

    3. Click the “New” button in the “Lead Source Picklist Values” section be able to add “LinkedIn” to the list
    4. Image of Salesforce Lead  Source Pick List

    5. Add “LinkedIn” to the list (you can add other sources like Facebook, etc by putting them on seperate lines)
    6. Image of Salesforce add LinkedIn to picklist

    7. “LinkedIn” has been added to the list
    8. Image of Salesforce Lead source where LinkedIn added to picklist

  • In Salesforce Setup run the Import Leads from CSV file wizard
  • Image of Salesforce Setup Link

    1. In Salesforce goto the “Setup” (link in the upper right) and expand the “Data Managment” menu under the “Administrative Setup” and click the “Leads import” option and then click the “Start the import wizard” link
    2. Image of Salesforce Lead Import Overview

    3. On item “10.” choose “Email” from the radio buttons and then on item “6.” choose “LinkedIn” from the drop down and then on item “5.” click the “Choose File” button
    4. Image of Salesforce Lead Import Wizard Step 1

    5. Choose the file “linkedin_connections_export_microsoft_outlook.csv” and click the “Open” button
    6. Image of Salesforce Lead Import Wizard Step 1 choose file

    7. Completed Step 1 should look like below and then click the “Next” button
    8. Image of Salesforce Lead Import Wizard Step 1 complete

    9. I removed the imported field name “Middle Name” from the Salesforce “Full Name” and left it “none selected”. So Completed Step 2 should look like below and then click the “Next” button
    10. Image of Salesforce Lead Import Wizard Step 2 complete

    11. This is a confirmation page of the previous steps. So Completed Step 3 should look like below and then click the “Import Now” button
    12. Image of Salesforce Lead Import Wizard Step 3 complete

    13. This is the complete page and tells you about the email you will get with the recap of the import process. So the Complete Step should look like below and then click the “Finish” button
    14. Image of Salesforce Lead Import Wizard Step 3 complete

    15. This is the copy of a completed email and tells you how many Leads where imported and if any errors occured. Notice that 18 where not imported because the email already existed in the leads. You can go to your “Leads” tab now and you should see all your new leads in the “My Unread Leads” view
    16. Image of Salesforce Lead Import email results