Linkedin URL
How it Works in-app
After performing a scan and continuing to the Destination screen after the on-device OCR results, using the LinkedIn enhancement now gives users the option to save the LinkedIn URL.
Tapping the save icon at the top right will save the LinkedIn page URL.
Now, when saving the scan as a Salesforce Lead or Contact, the LinkedIn URL will be added to the record.
Adding the "LinkedIn URL" Field to the Lead Page Layout
By default the "LinkedIn URL" field is hidden and needs to be added to the Lead and Contact page layouts. Records saved with LinkedIn URLs will still contain the URL, but will not display on the records until the "LinkedIn URL" field is added.
To add the "LinkedIn URL" field to the Lead page layout:
1. Navigate to Object Manager
- Go to Setup.
- Click on the "Object Manager" tab.
2. Select the Lead Object
- In the Object Manager, find and click on the "Lead" object to open it.
3. Access the Page Layouts
- Within the Lead object management page, click on "Page Layouts" in the sidebar.
4. Edit the Lead Page Layout
- Under "Page Layouts" click the "Lead Layout" to open the layout editor.
5. Add the "LinkedIn URL" field to the Layout
- From the top of the layout editor, find and drag the "LinkedIn URL" from the Field Palette (which contains a list of all available fields) into the desired section on the layout.
6. Save the Layout
- Click "Save" to apply the changes to the Lead page layout.
Leads will now display saved LinkedIn URLs.
Adding the "LinkedIn URL" Field to the Contact Page Layout
By default the "LinkedIn URL" field is hidden and needs to be added to the Lead and Contact page layouts. Records saved with LinkedIn URLs will still contain the URL, but will not display on the records until the "LinkedIn URL" field is added.
To add the "LinkedIn URL" field to the Contact page layout:
1. Navigate to Object Manager
- Go to the Setup.
- Click the "Object Manager" tab.
2. Select the Contact Object
- In the Object Manager, find and click on the "Contact" object to open it.
3. Access the Page Layouts
- Within the Contact object management page, click on "Page Layouts" in the sidebar.
4. Edit the Contact Page Layout
- Under "Page Layouts" click "Contact Layout" to open the layout editor.
5. Add the "LinkedIn URL" field to the Layout
- From the top of the layout editor, find and drag the "LinkedIn URL" from the Field Palette (which contains a list of all available fields) into the desired section on the layout.
6. Save the Layout
- Click "Save" to apply the changes to the Contact page layout.
