CRM Sync Sandbox and testing

Last updated: 3 years ago

As an admin, you can connect to a CRM Sandbox environment to initially test CRM Sync with Sales Navigator and/or test new CRM features before releasing to all your users. 

Once enabled, users and admins can test the following features in the Sandbox:

  • Sales Navigator and CRM Record Matching: Match a Sales Navigator account or lead to the corresponding CRM account, opportunity, contact, or lead.

  • CRM Search Filters: Filter advanced search results by whether a matched Sales Navigator lead exists in CRM as a contact.

  • Auto-Save: Select CRM leads, contacts, or accounts to auto-save in users’ Sales Navigator lists.

  • Activity Writeback: Log InMail/Sales Navigator messages and responses, notes, messages, calls, and Smart Links back to CRM.

  • Contact Creation: Create new CRM contacts from Sales Navigator.

  • Update Contacts: Allow contacts in your CRM to be updated from Sales Navigator.

  • Update Leads: Allow leads in your CRM to be updated from Sales Navigator.

  • Data Validation: Identify when CRM contacts are out-of-date and no longer with their company using LinkedIn data.

Who can use this feature?

All of these features are available with Sales Navigator Advanced Plus only.

To connect to the Sandbox:

  1. Sign in to Sales Navigator and click Admin.

  2. From Admin Home, click Admin Settings.

  3. Click CRM Settings on the left rail.

  4. Below CRM Settings, click the Testing/Sandbox tab.

  5. Click Connect to CRM.

  6. Sign in to the corresponding CRM environment you want to test.

    Important to know

    Sandbox CRM connections will only persist for 30 days. If additional time is required, reconnect to the Sandbox.

    After connecting to the Sandbox, you can add users from your Sandbox to test.

  7. To add users to the Sandbox, return to the Testing/Sandbox tab below CRM Settings.

  8. Scroll down to Sandbox-enabled users and click Add Users.

  9. In the Add users window that appears, click the box next to each user you'd like to have access to the Sandbox and click Add.

    You can select a maximum of 10 users.

    Who can use this feature?

    You can only add users who already have a Sales Navigator license. Admin-only users can't be added to the Sandbox.

Once connected, you can activate and configure individual CRM features to complete your testing. Enabled users will have all CRM-powered features connected to the Sandbox CRM and will see a banner at the bottom of the page to ensure they are aware of this special connection.

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