Thursday 7 February 2013

How to Integrate Social Networking Sites like Facebook and Twitter into Salesforce?



1. Install the app “Salesforce for  Twitter and Facebook (v4.6)” from appexchange

2. Select “Salesforce for Social Media” app from the app drop down menu

3. Create a Facebook page or Twitter account in Facebook or Twitter respectively
In Salesforce, create new facebook page by using “Facebook Page” tab. Give that page an identifying name and enter the facebook page id from your facebook account.

4. Now it’s time to validate the page created inside Salesforce: Goto the given facebook user and click “Grant Facebook Access”. Select the facebook page you want to validate and assign it to that user as Admin.

5. To activate scheduled searches into these social networking sites:
Follow Social Setup ---------? Scheduled Searched ------? Select time interval

6. Click on “Conversation” to view and reply to them

7. Click on “Social Publisher” to :
Insert message: to Twitter, Facebook and/or Chatter at one go.
(Or, you can use “Social Agent” to share any comments)
Get conversation: from any Twitter a/c or Facebook pages

8. You can convert any of the particular conversation into:
Create Contact
Add to campaign (only for Twitter)
Create Lead
Create Case
Post to chatter
Create Solution
And many more…

9. To validate a user: Follow this step
Facebook Users--? Grant Facebook Access? Log in to use your Facebook account with CRM







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