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 Install Social Insights for Salesforce
  3. Salesforce Social Insights Data and Reports
  4. How to Install Social Analytics for Salesforce
  5. How to Install Social Advocacy 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 Set up The Microsoft Dynamics Integration
  10. How to Set Up The Mautic Integration
  11. How to Set Up the Bitly Integration
  12. How to Set Up the Feedly Integration
  13. How to Set Up the Act-On Integration
  14. Feedly Custom Sharing with Oktopost
  15. Act-On Integration: Segmenting Lists Using Social Data
  16. Act-On 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. Webhooks
  27. How to Connect Oktopost to Zapier
  28. How to Create Salesforce Cases From Assignments
  29. Setting up Integration Assets
  30. Social Click URLs
  31. Salesforce Campaign Naming Parameters
  32. How to Track Conversion on HubSpot Embedded Forms
  33. How to Track Conversion on Pardot Forms
  34. How to Track Conversions on Act-On Labs Forms
  35. How to Set Up Single Sign-on With AD FS
  36. How to Set Up Single Sign-on With Okta
  37. How to Set Up Single Sign-on With OneLogin
  38. How to Set Up Single Sign-on With Google Apps
  39. How to Set Up The Facebook Lead Ads Integration
  40. Zapier Use Cases
  41. How to Set up Oktopost for Bizible
  42. How to Format Dates in Salesforce Template Fields
  43. Social Attribution Parameters
  44. Lead Parameters
  45. How to Update an Existing Social Insights Installation

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