Salesforce.com is a leading platform for customer collaboration and relationship management (CRM).
To be able to set up the Salesforce Integration, you must:
- Have admin access to both Oktopost and Salesforce.
- Have a Salesforce account with API access.
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.
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.
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.
Connecting Multiple Salesforce Instances
If you have the Multiple Integrations license, and would like to sync your data to 2 or more separate Salesforce instances, click on Add Integration and select Salesforce from the list to connect an additional instance. All data is shared with both/all instances.