By connecting Salesforce to Surfe, you will be able to manage the data and content that is in your CRM directly from LinkedIn.
Download the Surfe Chrome extension.
Surfe will automatically open LinkedIn for you. When the welcome message appears, click ‘Get started!’
Surfe will ask you which CRM you want to set up. Select the Salesforce logo.
Grant Surfe access to Salesforce and you’re all set!
Troubleshooting
If you’re unable to connect Surfe to your Salesforce plan, it may be due to a number of reasons.
Check your Salesforce plan.
Surfe requires API access to your Salesforce. This isn’t included in all Salesforce plans. You can read this article to find out if your current Salesforce plan covers API access and you can find out which Salesforce plan you currently have here. For Salesforce Professional Edition organizations, API access can be purchased by contacting your Account Executive.
Check that your Salesforce settings aren’t blocking Surfe.
If you’re receiving an error that says, ‘This page isn’t working. Api.leadjet.io is currently unable to handle this request.’ it could be because you need to unblock Surfe from your Salesforce account. You can unblock Surfe by following the steps in this Salesforce article.
If the issue still persists please don't hesitate to contact us directly at support@surfe.com.