How to Set Up The Salesforce Integration

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

Requirements

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.
  • Be a Marketing User in Salesforce (to use Mirror Campaigns only).

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.

Integration Options

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

Social Attribution

If enabled, Oktopost will update your Contact and Lead records every time a person interacts with your brand on social media. To use this option, you must set up a Text field (standard or custom, but not a Text Area field) for the record type you wish to update with a suggested minimum of 255 characters.

The updated value will contain the last social source from Oktopost, based on the Source Field Template that you configure.

Note that Oktopost will not trigger lead assignment rules when updating leads records per the default Salesforce API behavior.

Mirror Campaigns

If enabled, this option will automatically create a campaign in Salesforce for every campaign in Oktopost. Any leads or contacts that click, comment, like, or share posts in this campaign will be automatically added to the Salesforce campaign as members, enabling you to track the entire sale cycle and see the true ROI of your social media activities.

You can also configure the campaign naming convention based on the Oktopost campaign name and creation date.

To use this option, the authenticating user needs to be a Marketing User in Salesforce.

Salesforce Cases

Oktopost allows you to create Salesforce Cases for every assigned social conversation. This gives you greater visibility over the different touchpoints in your customer life-cycle, including social media. If enabled, you will have the option to create Salesforce Cases directly from your Social Inbox.

Lead Fields

With this option, you can configure which fields you want users to fill as they manually sync leads into Salesforce. You can add as many fields as you want and populate them, using parameters, with pre-existing data from Oktopost.

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, except if you install any packages into Sandbox Mode. In that case, when you go to install the package, replace any instance of www.salesforce.com with test.salesforce.com.

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.

Integrations

  1. How to Set Up The Marketo Integration
  2. How to Install Social Insights for Salesforce
  3. Salesforce Social Insights Data and Reports
  4. How to Install Social Analytics for Salesforce
  5. How to Install Social Advocacy 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 Set up The Microsoft Dynamics Integration
  10. Microsoft Dynamics Social Activity Entity
  11. Oktopost Solution Package for Microsoft Dynamics
  12. How to Set Up The Mautic Integration
  13. How to Set Up the Bitly Integration
  14. How to Set Up the Feedly Integration
  15. How to Set Up the Act-On Integration
  16. Feedly Custom Sharing with Oktopost
  17. Act-On Integration: Segmenting Lists Using Social Data
  18. Act-On Integration: Social Lead Scoring
  19. Conversion Tracking With Marketo Forms 2.0
  20. Marketo Integration: Lead Segmentation
  21. Marketo Integration: Interesting Social Moments
  22. How to Set Up the Salesfusion Integration
  23. How to Set Up the Pardot Integration
  24. Setting up the Google Analytics integration
  25. How to Set Up the Facebook Retargeting Integration
  26. How to Create a Facebook Audience Based on Social Behavior
  27. Attributing Social to Leads in Marketo
  28. Webhooks
  29. How to Connect Oktopost to Zapier
  30. How to Create Salesforce Cases From Assignments
  31. Setting up Integration Assets
  32. Social Click URLs
  33. Salesforce Campaign Naming Parameters
  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 Single Sign-on With Google Apps
  41. How to Set Up The Facebook Lead Ads Integration
  42. Zapier Use Cases
  43. How to Set up Oktopost for Bizible
  44. How to Format Dates in Salesforce Template Fields
  45. Social Attribution Parameters
  46. Lead Parameters
  47. How to Update an Existing Social Insights Installation

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