As a recruiting company we use Linked In a lot. There are several apps on the exchange that allow you capture data on Linked In and export it to Salesforce. Most you have to pay for or don’t work with our license. I found a Chrome extension that allows you to download 1.5k/day for free (technically LinkedIn limits it to 1.5k/day, not the extension).
It downloads to either contacts or leads.We download into Leads and then depending on the nature of
the information we call it a Client, Candidate, or both. Clients are people we
reach out to for contracts and Candidates are people we place in those roles.
We could have used Accounts for Clients and Opportunities for Candidates, but
the custom objects follow our business
process more closely and avoids confusion as to what each tab means.
Once we have the information we captured in Leads we make a
determination as to which object(s) the data is added to and use a free (there’s
a theme here) app to do a custom conversion. We could use the convert button
but it goes to Contacts, Opportunities and Accounts. The custom app allows us to
use our custom objects.
We are still determining if we can use the standard
objects (tabs) for our business model. We only get five tabs, so it might make
sense to start playing by the SF rules…
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