How to Set up Data Sync for Salesforce.com

The Oktopost Salesforce Data Sync automatically pushes Oktopost analytical data to native Salesforce objects. The object data can be used to create customized dashboards and reports, as well as use Salesforce as a gateway to connected BI or gamification platforms such as Hoopla and Badgeville.

Requirements

To be able to integrate Oktopost and Salesforce, you must:

  • Have a Salesforce account (Salesforce API Access required).
  • Have permissions to install packages into Salesforce.
  • Have a license in Oktopost.

Step 1: Install the Package

To install the package, click the link below. This will open in a new tab and take you to Salesforce. If you are not logged into Salesforce already you will be prompted to do so. Follow the instructions on Salesforce, and continue the step-by-step instructions below to configure the package.

Use this URL to install the package into any organization:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t24000000U1b7

Step 2: Start Sync from Oktopost

Head over to the Integrations tab in your account, select Salesforce → Packages and click on the Activate link next to the Social Data Sync headline. Once activated, Oktopost will sync your data with Salesforce once a day. 

Step 3. Check-out the Sample Dashboard

The installed package comes with some sample reports and a dashboard. You can find the dashboard under the Oktopost Dashboards folder.

Integrations

  1. How to Set Up The Marketo Integration
  2. How to Set up Social Insights for Salesforce.com
  3. How to Set up Data Sync for Salesforce.com
  4. How to Set Up The Eloqua Integration
  5. How to Set Up the HubSpot Integration
  6. How to Set Up The Salesforce Integration
  7. How to Find the Security Token in Salesforce.com
  8. How to Set Up the Bitly Integration
  9. How to Set Up the Feedly Integration
  10. How to Set Up the Act-On Integration
  11. Feedly Custom Sharing with Oktopost
  12. Act-On Integration: Segmenting Lists Using Social Data
  13. Act-On Integration: Social Lead Scoring
  14. Marketo Integration: Social Lead Scoring
  15. Conversion Tracking With Marketo Forms 2.0
  16. Marketo Integration: Lead Segmentation
  17. Marketo Integration: Interesting Social Moments
  18. How to Set Up the Salesfusion Integration
  19. How to Set Up the Pardot Integration
  20. Setting up the Google Analytics integration
  21. How to Set Up the Facebook Retargeting Integration
  22. How to Create a Facebook Audience Based on Social Behavior
  23. Attributing Social to Leads in Marketo
  24. How to Set up the AdRoll Integration
  25. Webhooks
  26. How to Connect Oktopost to Zapier
  27. Oktopost Tracking with Google Tag Manager
  28. How to Create Salesforce Cases From Assignments
  29. Setting up Integration Assets
  30. Social Click URLs
  31. Salesforce Campaign Naming Parameters Guide
  32. How to Track Conversion on Pardot Forms
  33. How to Track Conversions on Act-On Labs Forms
  34. How to Set Up Single Sign-on With AD FS
  35. How to Set Up Single Sign-on With Okta
  36. How to Set Up Single Sign-on With OneLogin
  37. How to Set Up The Facebook Lead Ads Integration

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