📄️ Viewing Record Details
When viewing a LinkedIn profile with the PrimeRole extension, a CRM integration box displays match information using the following status indicators:
📄️ Creating A New Record
When no matching record is found in Salesforce, or when you explicitly choose to create a new record, PrimeRole simplifies the process directly from LinkedIn.
📄️ Advance Search
PrimeRole offers an advanced search mechanism to locate matching Salesforce records when the initial search doesn't yield satisfactory results.