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#MAKE A PRIVATE CONTACT IN SALESFORCE VIEWABLE FULL#

Add more information if necessary, and then click Create Lead. Additionally, the description auto populates with the contents of the message. For a Lead, the first name, last name, social profile and source fields are automatically populated.Add more information if necessary, and then click Create Contact. For a Contact, the first name, last name and social profile are automatically populated.Add more information if necessary, and then click Create Case.

For a Case, the contents of the message, along with the social profile are automatically populated in the Description field.

Enter the appropriate fields based on the entity type:.

Click Link to create a Contact or Lead in the right-hand panel of the reply window, or click to create a Case.

You can create entities from public and private messages.

Click for the message you want to create an entity from.

For example, if a CEO from one of your partners starts interacting with you on Instagram, you can create a new Contact in Salesforce to keep their Instagram profile along with their contact information. Creating a Case ensures your support team can see the request, claim the case and assist your customer.Ĭreate a Contact for someone who works at a company that you already do business with. By creating a Lead, your sales team can see it in Salesforce, claim it and then follow up to begin the sales process.Ĭreate a Case if a customer reached out to you via Facebook about an issue or problem with your product and they require a little more support. This push creates a new row on the entity type you specify with the social information tied to it.Ĭreate a Lead if you notice someone on Twitter is engaging with your brand and wants to learn more about your products. You can create Cases, Contacts and Leads from Sprout and push social message details to your Salesforce Instance. If your sandbox account uses a custom domain, select Use Custom Domain on the Salesforce login screen and enter the domain before authenticating with your sandbox credentials. Toggle the Show in Reply Layer slider to hide the connection from the reply layer in the inbox. From the modal, you can delete, edit or add a new account. You now see Connected on the Integrations screen for Salesforce.Ĭlick the pencil icon on the Integrations screen to manage your Salesforce connections.

Complete the OAuth process to securely log in to your Salesforce account using your admin credentials.

Accept the terms and conditions of the Twitter EULA.Click Integrations under Inbox on the left-side navigation.Navigate to Account and settings > Settings.To connect your Salesforce Instance to Sprout: If you don't have the necessary permissions, contact your Salesforce Administrator or connect a different account that does have the necessary permissions.Īlthough accounts lacking permissions can connect to Sprout, doing so causes errors when trying to use the integration.

The Salesforce account used for connection must have permissions in Salesforce to view, create and edit Salesforce Contacts, Leads and Cases. There are a few things to consider before connecting your Salesforce account and creating entities, contacts, leads and cases in Sprout: Note: If you're looking to better understand how Sprout works to help Salesforce customers better connect with their audience, streamline publishing workflows and deliver excellent social customer care, visit our overview site here. This article contains the following sections: Note: You must be an Account Owner or have the Manage Profiles Company permission and Manage Advanced Inbox Features feature permission to set up this integration. To learn more about Sprout's Salesforce Service Cloud integration, read our Help Center guides. With Sprout Social’s integration with Salesforce you can push messages and contact information you receive from Facebook, Instagram, Twitter, LinkedIn and other networks, so you can get your customers in touch with the right teams quickly. Send qualified leads to your sales team, create new contacts, and create new cases for your customer service teams directly from social.

#MAKE A PRIVATE CONTACT IN SALESFORCE VIEWABLE FULL#

On March 7, Sprout partnered with Salesforce to make it easy for Salesforce customers to manage their full social media presence.