Salesforce Insights Data and Reports

Beyond the Visualforce Panels, the Oktopost Social Insights package 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 Tags Text Area(255) Comma-separated list of tags from Oktopost campaign
Comment Keywords Long Text Area(32768) 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) 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 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.


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

Feedback and Knowledge Base