How to Install Social Insights for Salesforce

The Oktopost Salesforce Insights package allows you to view and report on leads, contacts, and accounts that interacted with your brand on social media.

The package includes a native Social Activity object that Oktopost will sync data with as Leads and Contacts interact with your brand on social media. The package also includes a comprehensive social media dashboard to help you get started with reporting on social activities.

Requirements

To be able to set up the Salesforce Social Insights package, you must:

Note that if you want to upgrade from an existing package installation, you can use the following guide.

Installation Steps

Step 1: Install the Package

To install the package, click the link below. This will open in a new tab and take you to Salesforce. If you are not logged into Salesforce, you will be prompted to do so. Follow the instructions on Salesforce, and continue the step-by-step instructions below to configure the package.

  1. The first page will list the components that the package will install. You can review these and click Continue.
  2. The next page will list the permissions you are authorizing in Salesforce. Click Next on this screen.
  3. On the next screen, you will be given the option to install the package, click Install here.

Use this URL to install the package into any organization:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1o000000gSBP

Step 2: Add Social Activities to Page Layouts

First, access Page Layouts from Setup.

  • In Salesforce Classic: Setup | Customize | (Lead|Contact|Account) | Page Layouts
  • In Salesforce Lightning: Gear Icon | Setup | Object Manager | (Lead|Contact|Account) | Page Layouts

Next, edit the required Page Layout by clicking on Related Activities, adding the Oktopost Social Activities object, and selecting the relevant columns:

  • Reading Id
  • Activity Datetime
  • Contact (for Account Page Layout only)
  • Campaign Name
  • Network
  • Activity Type
  • Activity Text
  • Sentiment
  • Profile Name
  • Remote URL

Salesforce Lightning Only

If you're using Salesforce Lightning, once you're done with the steps above:

  1. Navigate to Lighting Page Records.
  2. Add Related List - Single to your page.
  3. Select Enhanced List for Related List Type.

Step 3: Activate the Package

Once you're done with Salesforce, navigate back to the integrations' settings page in Oktopost, click on Packages, turn ON the Social Insights package, and click Save.

Package Changelog

Version 2.4

  • Added a Flow to update the social activity objects' reference fields as leads are converted to contacts.
  • Added a Campaign reference field to the social activity object.
  • Removed all Visualforce pages.
  • Removed Oktopost API fields. 

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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