How to Set Up The Social Advocacy Package For Salesforce

The Oktopost Social Advocacy Salesforce package allows users to discover and share industry-relevant content with their social audience directly from Salesforce. Once installed, Salesforce users who have access to the social advocacy board will be automatically logged in to the app, while users who don't will be asked to contact the account administrator to receive access.

Requirements

To install this package, you must have permissions to install packages in Salesforce.

Install The Package

To install the package, click on the link below. This will open a new browser tab and take you to Salesforce. If you're not logged in to Salesforce, you will be prompted to do so. Follow the instructions on Salesforce to set up the package.

  1. The first page will list the components that the package will install. You can review these and click Continue.
  2. On the next screen, click Install to complete the process.

Use this URL to install the package into your organization:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1o000000cHWb

Add The Tab to Your Display

To make the Oktopost Social Advocacy tab visible on the main menu, go to Show All Tabs, click on Customize My Tabs and add the package to the Selected Tabs window.

Click Save, and you're.

Integrations

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  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
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  14. Act-On Integration: Segmenting Lists Using Social Data
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  16. Marketo Integration: Social Lead Scoring
  17. Conversion Tracking With Marketo Forms 2.0
  18. Marketo Integration: Lead Segmentation
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  25. Attributing Social to Leads in Marketo
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  29. Oktopost Tracking with Google Tag Manager
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  34. How to Track Conversion on HubSpot Embedded Forms
  35. How to Track Conversion on Pardot Forms
  36. How to Track Conversions on Act-On Labs Forms
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  40. How to Set Up The Facebook Lead Ads Integration

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