Send Message Stream from SFDC

Article author
Tin Yam Lee - Espiritu
  • Updated

 

How to use Send Linkedin Message workflow

NOTE: Make sure that you have logged in to Linkedin.

 

1. Start by making sure that the SFDC Integration toggle is turned on in the browser extension window.

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2. Send Linkedin Message Stream is available on both account and contact. 

  • If you want to message a contact directly, you can go to a contact page in SFDC.
  • If you want to search for specific job roles in a company, navigate to an account page in SFDC.

3. Click on the Flow bubble that appears at the bottom right on the page and look for Send Linkedin Message.

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4. The Flow window will let you edit the message and would also let you search for a specific contact title if doing it via an account page in SFDC. Click on Run Stream.

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5. A panel on the right-hand side of the screen will show the search results and a preview of the message that you are about to send. If you are ready to send the message, click on Send Message and you will see true under InMail/Connection Sent if it was successful.

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