Table of Contents

Article

Configuring LinkedIn integration in Pega Sales Automation

To use the LinkedIn Sales Navigator directly in your Pega Sales Automation application, you must integrate the LinkedIn Sales Navigator with the Pega Sales Automation application. Integrating with LinkedIn Sales Navigator enables sales representatives to find new contacts with recommended leads and icebreakers, as well as to find commonality among sales representatives and their prospects. The LinkedIn Sales Navigator widget displays in contacts, opportunities, leads, and organization screens in Pega Sales Automation.

To integrate your Pega Sales Automation with the LinkedIn Sales Navigator, perform the following steps:

  1. Register your application with LinkedIn
  2. Configure JavaScript SDK domains
  3. Enable LinkedIn Navigator in Pega Sales Automation

Registering your application with LinkedIn

The Pega Sales Automation integration with LinkedIn requires an active LinkedIn account and application. For detailed information about how to complete each step, see the LinkedIn developer documentation.

  1. Create a LinkedIn account.
  2. Create a LinkedIn application to integrate with Pega Sales Automation. You can create more than one application.
  3. In your LinkedIn application, click Authentication and save the Client ID and Client Secret for further configuration.

For on-premises installations, each customer needs to create their own application key and provide it to the LinkedIn representative.

Configuring JavaScript SDK domains

To make sure that the integration between a LinkedIn account and your Pega Sales Automation application is safe, you must configure valid SDK domains. By doing this, you ensure that other applications cannot fraudulently represent themselves as your own application by using the JavaScript SDK.

Before you configure JavaScript domains, add https://www.linkedin.com as a valid SDK domain. This is required for the widget and sign in button to render.
  1. In your LinkedIn application, click JavaScript.
  2. Under Valid SDK Domains, add your domain(s) and the protocol.

Failure to configure a JavaScript domain results in the following error: javascript console error Error: You must specify a valid JavaScript API Domain as part of this key's configuration.

Enabling LinkedIn Navigator in Pega Sales Automation

Before your sales representatives can use LinkedIn Sales Navigator with Pega Sales Automation, you must enable LinkedIn Sales Navigator in your Pega Sales Automation application.

  1. In the navigation panel of App Studio, click Settings.
  2. Click the Social media tab.
  3. In the LinkedIn integration section, perform the following steps:
    1. Enter the Organization ID that you used to create your LinkedIn application.
    2. Enter the Client ID that was generated as part of the Registering your application with LinkedIn task.
    3. Enter the Client Secret that was generated as part of the Registering your application with LinkedIn task.
    4. Click Save.

Published November 16, 2018 — Updated November 16, 2018

Related Content

Have a question? Get answers now.

Visit the Pega Support Community to ask questions, engage in discussions, and help others.