Surfe makes it easy to transfer contact information from LinkedIn into Salesforce, allowing you to manage Salesforce data directly from LinkedIn profiles, streamline workflow, saving time, and reducing the need for manual data entry!
Connecting LinkedIn to Salesforce with Surfe
1. Install Surfe Extension
First, connect to your CRM using your Chrome browser and install the Surfe extension. Surfe will use your Salesforce email as your login. For easy access, click the Extension button in the top-right corner of your Chrome browser and pin Surfe.
2. Connect to Salesforce
Once the extension is installed, Surfe will prompt you to connect your preferred CRM, and choose Salesforce from the available options.
NOTE
Surfe currently does not support Salesforce sandboxes.
3. Connect Your Account
Surfe will ask you to log in with your Salesforce account and grant certain permissions. These permissions are necessary for Surfe to access and update your CRM and ensure the information you want to add from LinkedIn is correctly transferred and synchronized.
That's it! You're now connected. Surfe will now automatically take you to LinkedIn so you can start prospecting!
Stuck on an issue? No problem! Here’s a possible reason:
Verify Surfe's Status in Salesforce. Always check with your CRM admin to ensure that Surfe has not been added to the list of exceptions to be blocked in your Salesforce CRM integration.
API Access Required
API access is required to use Surfe with Salesforce, but it isn't available in all Salesforce plans. To check if your current plan includes API access, you can refer to this article or contact your Salesforce Account Executive directly.
If you're using Salesforce Professional Edition, API access can be purchased separately. Be sure to confirm your Salesforce plan's details here to ensure compatibility with Surfe.
Salesforce Settings blocking Surfe
If you're encountering the error message, "This page isn’t working. Api.leadjet.io is currently unable to handle this request," it might be due to Surfe being blocked in your Salesforce account. To resolve this, you can unblock Surfe by following the steps outlined in this Salesforce support article .