How to Set Up The Salesforce Integration

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Salesforce.com is a leading platform for customer collaboration and relationship management (CRM).

To set up the integration, go to Integrations, click on Add Integration and select Salesforce from the list. You will then be redirected to Salesforce.com for authentication; once you've entered your credentials, you will be redirected back to Oktopost to complete the setup.

Sandbox Mode

If you wish to test the integration with your Salesforce Sandbox account, select the Salesforce Sandbox option from the integrations list and continue with the setup process as usual.

Integration Options

Oktopost provides various options for integration with the Salesforce.com platform:

Update Lead Source

If enabled, Oktopost will update a Contact or Lead record in Salesforce every time a social conversion occurs. To use this option:

  • Conversion tracking must be set up on your website
  • A custom (text) field must be set up for the record type you wish to update

The updated value will contain the last social source from Oktopost. For example: Oktopost::Twitter.

Note that if the lead or contact records do not exist, Oktopost will create them and update the custom field automatically. To avoid collisions with marketing automation systems, Oktopost will perform this action 20-30 minutes after the event happens.

Create Activities For Leads and Contacts

If enabled, this option will automatically create an activity for the Lead or Contact every time they convert from a social source. The activity will contain the detailed lead source information, including the campaign name, network, profile name etc.

Create a Mirror Salesforce Campaign

If enabled, this option will automatically create a campaign in Salesforce for every campaign in Oktopost. Any leads who were converted via Oktopost will be added to this Salesforce campaign, enabling you to track the entire sale cycle and see the true ROI of your social media activities.

This option also allows you to configure the campaign naming convention based on the Oktopost campaign name and creation date.

Create Salesforce Cases

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.

If enabled, you will have the option to create Salesforce Cases directly from the Assignments tab.

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 HubSpot Embedded Forms
  35. How to Track Conversion on Pardot Forms
  36. How to Track Conversions on Act-On Labs Forms
  37. How to Set Up Single Sign-on With AD FS
  38. How to Set Up Single Sign-on With Okta
  39. How to Set Up Single Sign-on With OneLogin
  40. How to Set Up The Facebook Lead Ads Integration

Feedback and Knowledge Base

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