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.
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.
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.