Click Sign In and add your business’s Twitter account. Click the Authorize app button to let Salesforce connect with your Twitter business account. Add teammates who can respond to tweets turned into cases, then click Next. Click Done and customers’ tweets become cases in Salesforce.
Full Answer
How do I connect Twitter to Salesforce?
How Salesforce + Twitter Integrations WorkStep 1: Authenticate Salesforce and Twitter.Step 2: Pick one of the apps as a trigger, which will kick off your automation.Step 3: Choose a resulting action from the other app.Step 4: Select the data you want to send from one app to the other.That's it!
How to link Social media to Salesforce?
Steps for Social Media Salesforce IntegrationFrom the Setup menu, enter Social Accounts you wish to add in the Quick Find box, then choose Social Accounts and Contacts Settings option given there.After that choose the Enable Social Accounts and Contacts option.More items...•
How to link Accounts Salesforce?
Required Editions and User PermissionsFrom the Accounts tab, click Merge Accounts in the Tools section. ... To find the duplicate accounts, enter a search string. ... Select up to three accounts you want to merge. ... Select one account as the master record.Select the fields that you want to retain from each record. ... Click Merge.
Does twitter use Salesforce?
Salesforce Marketing Cloud is the only application that seamlessly connects a company's marketing efforts with sales and service. Social Studio, the social media product from the Salesforce Marketing Cloud, delivers brands one social marketing suite to listen, publish, engage, and advertise on Twitter.
Does Salesforce offer social listening?
Salesforce Social studio helps marketing, sales and customer service teams to come together and manage a brand's social media presence. You could create, listen and engage with customers all at one place.
What is social conversation component Salesforce?
When you add the Social Conversations component, agents can quickly get a sense of who the customer is, context surrounding the case, and insight into previous interactions. The component pulls information from Twitter, Facebook, Instagram, and YouTube.
How do I link an account and contact in Salesforce?
Linking accounts to contacts for Salesforce integrationNavigate to Audience. ... Select Link by mapping.Select the SFDC Account ID as the fields you want to use to automatically link contact and account records by. ... Select the Perform a case-sensitive match check box since Salesforce uses case-sensitive matches.More items...
How do I merge two cases in Salesforce?
Go to the Cases list view.Select the cases that you want to merge. You can select up to three cases.Click Merge Cases. The Compare cases model is displayed.Select the case that you want to use as the master record. Then select the field values that you want to use for the master record.Click Next.Click Merge.
How do I create a social account in 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...
Create your own Integration
Connect Salesforce and Twitter the way you want. Start by selecting the trigger and action events listed here.
Run Workflows
Connect Salesforce and Twitter with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.
Why Automate.io?
iPaaS products that connect multiple apps have been costly and complicated to use. Automate.io brings the same power to small businesses at economical price so you can automate away your tedious & repetitive tasks once and for all.
Enable Social Accounts and Contacts
Activating Social Accounts and Contacts and linking social profiles to Salesforce records is a cinch. Just log in to your Salesforce org as an admin -> Go to setup -> type “Social” in Quick Find Box -> Click “Social Account and Contacts Settings”.
Linking Twitter Profiles in Salesforce Lightning
We have a contact created already. We need to link this record to its Twitter profile. Click “Sign in with Twitter” under “News” tab.
Linking Twitter Profiles in Salesforce Classic
Once on Contact record page, click the “Twitter Icon” below contact name. (Signing in to Twitter process is the same as per Lightning UI. )
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
About Twitter
Twitter is the social network that shows what's happening around the world in real time. Share your ideas in Tweets, follow hashtags to keep up with trends, and join in the global conversation.
Step 1 – Create a Visualforce Page that Shows the Twitter Feed
Since the page contains no code, you can create and edit the Visualforce page right in your production org. There is no need for a sandbox. The steps are:
Step 4 – Authentication Configuration
In the lower half of the My Domain page called “Authentication Configuration”, select Edit.
Summary
That’s it! You have set up a Twitter feed on the login page in less than 30 minutes and created a reusable component that can be used throughout your Salesforce org.
