Slaesforce FAQ

how to enable social accounts and contacts in salesforce

by Preston O'Hara Published 2 years ago Updated 2 years ago
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Set Up Social Accounts, Contacts, and Leads
  1. From Setup, enter Social Accounts in the Quick Find box, then select Social Accounts and Contacts Settings.
  2. Select Enable Social Accounts and Contacts.
  3. Select the social networks that users in your organization can access. ...
  4. Click Save.

How to connect social accounts to Salesforce customer records?

With the new Salesforce Contact Connector in Social Studio, marketers can connect social accounts to Salesforce customer records. The ability to make this connection is the holy grail for social marketers.

What is social sign-on in Salesforce?

By offering social sign-on, you give your customers a convenient and secure experience with Universal Deliveries. To enable customers to log in to Salesforce with their social credentials, you configure an authentication (auth) provider for the social account.

How does a customer log in to Facebook in Salesforce?

A customer encounters a Salesforce login page with options to log in via Google, Facebook, Twitter, as well as username and password. (1) The customer chooses to log in via Facebook credentials. (2) Salesforce redirects the customer to Facebook. (3) The customer logs in to Facebook. (4)

How do I enable contacts to be shared with multiple accounts?

By enabling the contacts to be shared with multiple accounts, you ensure that person accounts are available to use in your org. From Setup, in the Quick Find box, enter Account Settings, and then select Account Settings Select Edit.

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Which social networks are available when you enable social accounts and contacts settings in Salesforce?

Increase your users' access to social intelligence and serve customers and prospects better with easy access to social network profiles associated with Salesforce accounts, contacts, and leads. In Salesforce Classic, you can access Twitter and Youtube. In Lightning Experience, you can only access Twitter.

Which social networks can be associated with Salesforce accounts contacts and leads within the Lightning experience?

You'll always see current social information for your accounts, contacts, and leads....Security and Privacy.Social NetworkSupported Records in Salesforce ClassicSupported Records in Lightning Experience and the Salesforce Mobile AppTwitterAccounts Contacts LeadsAccounts Contacts LeadsYouTubeAccounts Contacts Leads

How do I link accounts and contacts in Salesforce?

From Setup, enter Account Settings in the Quick Find box, then select Account Settings. Select Allow users to relate a contact to multiple accounts. You can use custom fields to capture unique information about relationships—for example, the best time to call a contact.

How can the social accounts and contacts feature be used to enrich Salesforce data?

The Social Accounts, Contacts and Leads feature lets users access to social network profiles directly in Salesforce. This works as Social intelligence for Sales Reps to gather information about their existing customers and prospects. In Salesforce Classic, you can access Twitter and Youtube.

How do I add social media links to Salesforce?

Set Up Social Accounts, Contacts, and LeadsFrom Setup, enter Social Accounts in the Quick Find box, then select Social Accounts and Contacts Settings.Select Enable Social Accounts and Contacts.Select the social networks that users in your organization can access. ... Click Save.More items...

How do I enable user account in Salesforce?

Enable Person AccountsFrom Setup, in the Quick Find box, enter Custom Settings , and then select Custom Settings.In the list of custom settings, click Manage next to the Use Person Account custom settings.Click Edit next to Use Person Account.Select Enable.Save your changes.

What is the relation between account and contact in Salesforce?

Contacts and Accounts have a lookup relationship but this relationship has a property called CascadeDelete that's why the contact is deleted when the parent object is deleted. Account and contact behaves as master detail logics its a standard functionality in salesforce but on UI it is a lookup relationship .

What are accounts and contacts in Salesforce?

Person accounts store information about individual people. Use contacts to store information about the people you do business with. Contacts are usually associated with an account, but can also be associated with other records such as opportunities.

What is ACR in Salesforce?

The technical stuff: 'Account Contact Relationships' is a junction object which enables that many-to-many relationship. They work in a similar way to Opportunity Contact Roles, bridging that gap between two unrelated records.

What is social media account?

Social Media Accounts means any websites, applications and similar electronic means by which users are able to create and share information, ideas, personal messages, and other content (including, without limitation, text, photos and videos) or to participate in social networking.

Why doesn't Facebook login work?

The Facebook login doesn’t work because the out-of-the-box Salesforce registration handler for the Facebook authentication provider doesn’t work. Why? Authentication providers like Facebook frequently change authentication requirements to increase security. No problem. We can update the registration handler on our own.

Does Salesforce have an auth provider?

Salesforce has several auth providers to choose from—more, if you count those auth providers that your developers can configure using the OpenID Connect protocol. And even more—if your developers want to create their own authentication provider, they can use Salesforce APIs to do so.

Does Salesforce have a consumer key?

Salesforce supplies the values, including the consumer key and consumer secret, when you use the Salesforce out-of-the-box providers (Facebook, Google, and so on). Click Save. After defining the auth provider, Salesforce generates several URLs.

What is social strategy?

Your social strategy needs to be founded on a deep understanding of who your customers really are, what they’re saying, and how they interact with your brand. Only then can you successfully take your social signals beyond marketing and into sales and service.

Can you convert unknown social accounts into known customers?

With the right social data platform , it’s possible to convert otherwise unknown social accounts into known customers. Here's why and how you should link social and customer accounts. Social media isn’t only a marketing channel anymore. It’s a data platform that ties sales, service, and marketing together through in-depth customer interactions.

Is social media a marketing channel?

Social media isn’t only a marketing channel anymore. It’s a data platform that ties sales, service, and marketing together through in-depth customer interactions. What does this mean for marketers? It means a brand’s social media presence needs to be driven by more than engaging, high-performing content.

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