How to Create Salesforce Cases From Assignments

Oktopost allows you to create Salesforce Cases for every assigned social conversation. This gives you greater visibility over the different touch points in your customer life-cycle, including social media.

To enable this option, first make sure that Salesforce is set up in your account. Next, head over to the integration's Settings tab and switch on the Create Salesforce Cases option.

Once enabled, in any assigned conversation, click on the Sync icon and select the Case Owner and Related Person, click Save and you're done.

Following this, every note or comment received relating to this conversation will be automatically synced with Salesforce. The sync icon will indicate the last time the conversation was synced and you will be able to click on it to reach the case directly in Salesforce.

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