Redkite

• Before Starting
• Install the Connector
• Get a LinkedIn® API Key
• Configure the Connector
• Add the Connector to the Contact Page Layout
• Additional Step for Internet Explorer users
• Test it Out
• Additional Resources

Before Starting

• You will need to be an administrator of your Salesforce Organization to perform the installation.
• Installing the in|force Connector should take about 20 minutes.
• You will need a LinkedIn account (get a free account at linkedin.com).

Important note: Internet Explorer 9 is not yet supported by Salesforce and there are several known issues, including one that impacts the in|force Connector. Salesforce is aware of the issue and working on a fix, but until they officially support IE9 we recommend that you use a supported browser (Chrome, Firefox, Safari or IE8).

Install the Connector

The following steps will install the in|force Connector in your Salesforce Organization.

1. Navigate to the Redkite in|force Connector listing on the AppExchange, or go to appexchange.com and search for Redkite or in|force Connector.
2. Click the Get It Now button on the in|force Connector listing.
3. A “Get It Now” dialog box will open. Select “Yes” for both of the first two questions, and then select whether you would like to install the connector into a Salesforce sandbox or a production Salesforce instance, and then click Continue. You will then be prompted to log into Salesforce.
4. After logging in, Salesforce will present a “Confirm Installation” screen. Review the details of this screen, check off the terms and conditions checkbox, and click Install. You will be asked to verify your password at this point.
5. Review the Package Details and Package components and click Continue to start the installation wizard.
6. You will be prompted to approve sending or receiving data from LinkedIn® as shown below. Check the checkbox to grant access and click Continue
7. At step 1 of the installation wizard, approve the Package API access by clicking Next.
8. Step 2 of the installation wizard asks you to choose a security level. For most organizations, we recommend that this be set to “Grant access to all users” but if you wish to set this up for certain profiles only, you can use “Select security settings” and choose which profiles to give access to. However, if you wish for only certain profiles to see the in|force Connector, we recommend that you do this by assigning different page layouts to different profiles. If you choose to limit the access to select profiles at this stage, it is not as easy to go back and add the profiles, as Salesforce does not provide the means to do this at the package level.
   Any user who wishes to view LinkedIn® Profile data must have a LinkedIn® ID and password.
9. On the final step of the wizard, click Install to begin the package installation.
   If you get an error at this stage, try repeating it with the “Ignore Apex Test Errors” box checked and it should go through. This will not impact the behavior of the Connector.
10. At this point, you’ll see one of two screens. If Salesforce is performing the install quickly you will see an “Install Complete” screen like the following:

    Choose Deploy Now to complete the setup of the Connector.

    If the install is somewhat slower to complete, which can occur during Salesforce’s peak hours of usage, you may see the following screen:

    In which case, you will be sent an email when the installation completes. After you receive this email, you should navigate to Setup | App Setup | View Installed Packages, click on the “Redkite in|force Connector“ link, and click Deploy.

11. Review the components being deployed, and click the Deploy button.

Get a LinkedIn® API Key

Because LinkedIn® has limits on the number of times per day an application can make calls to its API — and this is controlled by the API key — each organization installing the in|force Connector must have its own API key. To get one:

1. Go to linked.com/secure/developer. (If this link does not work, go to developer.linkedin.com, click on the “Get started »” link in the LinkedIn APIs section and then click on the “API Key” link in section 1 (Request an API Key)).
2. You may be asked to sign in at this point — log in with your normal LinkedIn® user name and password.
3. Click “Add new Application”
4. Fill out the form as follows (feel free to change the details if you are comfortable with the questions):

Company Info	Company	Your company’s Name or New Company
	Company Name	Your company’s Name (if you selected New Company above)
	Account Adminstrators	Leave blank unless you wish to add additional administrators.
Application Info	Application Name	Connector for Salesforce
	Description	Enable LinkedIn® information to be displayed within Salesforce
	Integration URL	salesforce.com
	Application Type	Web Application
	Application Use	Sales (CRM), Marketing
	Live Status	Live
	Application Developers	Leave blank
	Interface Language	English
	Programming Tools	Leave blank
Contact Info	Developer Contact Email	Your own email
	Phone	Your own phone number
	Support Contact Email	Leave blank
	Phone	Leave blank
	Business Contact Email	Leave blank
	Phone	Leave blank
OAuth User Agreement	OAuth Redirect URL	Leave blank
	Agreement Language	Browser Locale Setting

5. Check the box to agree to the Terms of Service, enter the security text and then click Add Application to generate your API key and Secret Key — save both of these keys somewhere safe.
6. Click Done

Configure the Connector

Next, set your in|force Connector’s preferences.

1. If you’re not already there, switch to the in|force Connector App via the App Menu in the top-right corner of your screen.

2. In the in|force Connector Tab, enter the settings as follows:

   LinkedIn Profile Cache Time (Days)	4 *
   LinkedIn API Key	Your LinkedIn API Key, as generated above **
   LinkedIn Secret Key	Your LinkedIn Secret Key, as generated above **

   * This value sets the number of days that a LinkedIn Profile will be fetched from a cache in order to avoid hitting LinkedIn® throttle limits. For more information, please refer to the FAQ. We recommend starting with 4 days and fine-tuning from there. If you expect only light usage you can reduce this number and ensure fresher data; for heavier usage you may need to increase it, but the profiles being viewed may be less up-to-date.

   ** You can re-enter these API keys at any time, but note that for security reasons, they will never be displayed.

3. Click Save. Once the values are saved in Salesforce, the API key fields are hidden from view and the screen will appear as follows:

Note that this Tab also provides handy links back to this deployment guide, the FAQ and other useful information

Add the Connector to the Contact Page Layout

The final step is to add the in|force Connector Profile View to the appropriate Contact* Page Layouts.

* Note that if your organization uses Person Accounts, the in|force Connector will not work as it is designed to work on the Contact page rather than the Account page. Person Accounts will be supported in a future release — if this is important to you, please let us know.

1. Navigate to Setup | App Setup | Customize | Contacts | Page Layouts, and select the appropriate Contact Page Layout Setup and click Edit.
2. Select Visualforce Pages in the left-hand menu of the top section.
3. Drag a new Section (from the right-hand side of the top section) down into the layout where you would like the LinkedIn® Profile to display.
4. Enter the section name as LinkedIn Profile, select display on Detail Page only, select 1 Column layout, then click OK
5. Drag and drop the LinkedIn® Contact Detail Profile Visualforce page (from the right-hand side of the top section) into the newly created section.
6. Next, configure how the Visualforce component will display within your page layout by clicking on the settings icon at its top-right (visible when you hover your mouse over the Visualforce component).
7. Enter the settings as show below: a width of 100%, a height of 600 pixels and showing scrollbars if the LinkedIn® profile extends below 600px.

   These settings can be fine-tuned to anything that suits you, but we find that a height of 600 pixels is a good starting position for many LinkedIn® profiles

8. Save the changes to the page layout.
9. Repeat these steps for all Contact Page Layouts that you wish to display the LinkedIn® profile information on.

Additional Step for Internet Explorer users

There is one additional step for organizations using Internet Explorer. Because Visualforce pages are hosted on a different domain (*.force.com) than native Salesforce pages (*.salesforce.com), Internet Explorer has an issue keeping users logged into LinkedIn. To fix this:

1. In Internet Explorer, select Tools | Internet Options
2. Go to the Privacy tab
3. Click on the “Sites…” button
4. Enter “*.force.com” for the Address of website and click “Allow“
5. Click “OK“

Test it Out

Congratulations! You’re all set to begin using the in|force Connector. View a contact and you will be able to search for that contact on LinkedIn® with a single click. Once you connect the contact to a LinkedIn® Profile, any user of your organization who can view this contact will be able to see the LinkedIn® Profile. Test it out and let your users know!

Additional Resources

• Browse the Frequently Asked Questions
• Let us know how you are using the connector
• And don’t forget to write a 5-star review on the AppExchange … especially if you like it!

Enjoy!

In Force in|force LinkedIn Connector (Linked In) Installation Instructions; Support Guide; User Manual and Self-help. Set-up and Configuration settings.