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.

Integrations

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

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