Skip to main content

Connecting to LinkedIn Sales Navigator on the premises

Suggest edit Updated on October 22, 2021

This content applies only to On-premises and Client-managed cloud environments

Connect your on-premises Pega Sales Automation to the LinkedIn Sales Navigator to help sales representatives find new contacts with recommended leads and icebreakers, as well as connections among sales representatives and their prospects. The LinkedIn Sales Navigator widget is displayed in contacts, leads, opportunities, and organization pages in Pega Sales Automation.

Note: Connecting Pega Sales Automation to LinkedIn requires an active LinkedIn account and an application. Integration with LinkedIn works only with Team and Enterprise licenses. For more information, see the LinkedIn developer documentation.Before you begin:  Before you begin: Register your application with LinkedIn.
  1. Create a LinkedIn account.

    You can use your existing account.

  2. Create a LinkedIn application on the MyPega portal. For more information, see the "Adding new LinkedIn apps" procedure.

    You can create more than one application.

To connect on-premises Pega Sales Automation with LinkedIn Sales Navigator, perform the following steps:

  1. On the MyPega portal, go to the My LinkedIn Apps landing page.

  2. On the tile representing your LinkedIn app, click the More menu button and select Show Credentials.

  3. Save the Client ID and Client Secret for use in further configuration.

  4. Enable LinkedIn Sales Navigator in Pega Sales Automation.

    1. In the navigation pane of App Studio, click Settings , Application Settings, and then click the Social media tab.

    2. Select the LinkedIn check box.

    3. Enter the Organization ID that you used to create your LinkedIn application.

    4. Enter the Client ID and the Client Secret that you copied in step 3.

    5. Click on Save.

 Adding new LinkedIn apps

A LinkedIn app is required to connect your LinkedIn account to the on-premises Pega Sales Automation. Create a LinkedIn app in the MyPega portal.

  1. On the MyPega portal, go to the My LinkedIn Apps landing page.

  2. Click on Add New App.

  3. In the Add New App window, define the name and description.

    The client_id and client_secret values are predefined.

  4. Add the Callback URL and Domain URL.

    • The callback URL is the URL that LinkedIn returns to after login.
    • The domain URLs is a whitelist of URLs that can access your LinkedIn application.
  5. Click on Submit.

Result: The app appears on the My LinkedIn Apps landing page.

 Editing LinkedIn apps

To change the name, description, or URLs assigned to your LinkedIn app, edit the app on the MyPega portal.

  1. On the MyPega portal, go to the My LinkedIn Apps landing page.

  2. On the tile representing your LinkedIn app, click on the More menu button and select Edit App.

  3. In the Edit app window, modify the desired settings and click on Submit.

Did you find this content helpful? YesNo

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us