How to Integrate Social Media Accounts with Salesforce in 3 Easy Steps

Social Media is a vital part of your business marketing and a great way to ensure you have a means of giving customer service that goes above and beyond.

How to Integrate Social Media Accounts

Step 1: Enable Social Accounts and Contacts

  • Go to the top right-hand corner of your SalesForce dashboard and click the gear icon, then click “Setup.”

  • Use the “Quick Find” feature on the left-hand side to type in, and then select, “Social Accounts and Contacts Settings.”

  • Click “Enable Social Accounts and Contacts.”

Step 2: Connect Accounts

  • Select the social networks that are relevant to your organization.

  • Click “Save.”

  • To make Twitter accessible in the Salesforce app, add the Twitter card to the Mobile Cards section of the accounts, contacts, and leads page layouts.

Step 3: Communicate with Your Team

  • Your team can now access your social media accounts.

  • Let team members know they can make post from your social accounts, make changes to Contacts and interact with Leads.

Want to combine industry standards for support with the power of salesforce through Service Cloud? Get in touch with a solutions expert for a free consultation on how DTC Force can enhance your customer support with Service Cloud.

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