Salesforce Social Insights Data and Reports

When you install the Social Insights package in Salesforce, it will create a Social Activity object in your account containing the fields below.

Field Type Description
Account Lookup(Account) Reference to Salesforce Account (Contacts only)
Activity Datetime Date/Time -
Activity Id Text(20) Reference to the activity ID in Oktopost
Activity Text Long Text Area(65536) Post, mention, direct message, or comment text
Activity Type Text(100) Link Click, Comment, Share, Mention, or Direct Message
Campaign Name Text(255) Oktopost campaign name
Campaign Lookup(Campaign) Reference to Salesforce Campaign
Campaign Tags Text Area(255) A comma-separated list of tags from Oktopost campaign
Comment Keywords Long Text Area(32768) A comma-separated list of keywords extracted from the comment text
Contact Lookup(Contact) Reference to Salesforce Contact
Lead Lookup(Lead) Reference to Salesforce Lead
Message Keywords Text Area(32768) A comma-separated list of keywords extracted from the post, mention, or message content
Network Text(64) LinkedIn, Twitter, Facebook, Google or Instagram
Post Datetime Date/Time The post date and time
Poster Name Text Area(255) Name of the Oktopost user who scheduled the post
Post Id Text(50) Reference to Oktopost post ID
Post Source Text(50) UI, API, Board, Curation or Direct
Profile Name Text(255) Name of the social profile who shared the link
Remote Url URL(255) A link to the post on social media
Sentiment Text(20) Positive, Negative, Neutral or Mixed
Sentiment Score Formula (Number) Positive = 100, Negative = 0, Neutral = 50, Mixed = 50
Who Type Formula (Text) Who this activity is associated with: Lead or Contact

Every time a social interaction will be captured by Oktopost and associated with a known Contact or Lead in Salesforce, Oktopost will append a record to this object.

Each record will represent a different social activity and contain information about it. Fields that are not available or irrelevant to the activity type will remain empty.

Here's the full reference of available fields per activity type:

Field Link Click Mention Comment Share Like Reaction Direct Message
Account
Activity Datetime
Activity Id
Activity Text - - -
Activity Type
Campaign Name - -
Campaign Tags - -
Comment Keywords - - - - - -
Contact
Lead
Message Keywords - - - - -
Network
Post Datetime -
Poster Name - -
Post Id - -
Post Source - -
Profile Name -
Remote Url
Sentiment - - - -
Sentiment Score - - - -
Who Type

Note that not all interactions can be associated with known Leads or Contacts immediately, therefore, when such a connection will be detected, the associated activities will be synced soon after. 

Available Reports

With the package installation, we've also created several reports for your convenience as well as a dashboard called: Oktopost Social Insights.

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