How to Update an Existing Social Insights Installation

You can use this guide to upgrade your existing Salesforce Social Insights installation, from versions 2.0-3 to 2.4 (latest).

If you're using an earlier version than 2.0, we recommend that you re-install the package completely.

Why upgrade?

  • The Social Activity object now contains a campaign reference field that you can leverage for campaign-level reporting.
  • The package now comes with a Flow that helps keep your data up to date by changing the reference fields as leads are converted to contacts.
  • The new package eliminates the use of iframes to display social activities inside the Lead, Contact, and Account layouts.

How to upgrade?

Step 1

Add the Campaign field to the Oktopost Social Activity object.

Field Property Value
Label Campaign
Name Campaign
API Name Campaign__c

Once you've added the field, deactivate and re-activate the Social Insights package in Oktopost, under Integrations → Salesforce → Packages.

Step 2

Create the following Flow with Salesforce Process Builder, and activate it.

Step 3

Remove the following components from your package:

Component Type
OktopostContact Visualforce page
OktopostLead Visualforce page
OktopostAccount Visualforce page
Oktopost App Account ID Custom Field
Oktopost App API Key Custom Field
OktopostAPISettings Custom Field
OktopostAccountController Apex Class
TestOktopostAccountController Apex Class

Note that to remove the Visualforce pages you will need to access the Page Layout, under Setup and remove it from there.

Step 4

Add the social activities to your Lead, Contact and Account views as described in the installation guide.


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