Pre-fill Social Media Policy from Salesforce

Updating existing records in Salesforce with LookupsSave your form and go to your form connections.Create or open your existing Salesforce connection.Scroll down to the "Salesforce Record Settings".Select the lookup field you would like to use in the "Update based on lookup" select list.More items...

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What is Salesforce Social Studio? Salesforce Social Studio is a product under the Salesforce Marketing Cloud that administers your marketing strategy across all social media channels. It helps businesses tap into the power of social media in its marketing, customer service, and sales organizations.

Social Studio is a one-stop solution to manage, schedule, create, and monitor posts. You can organize posts by brand, region, or multiple teams and individuals in a unified interface. ... A single interface offers a fully customizable team-based collaboration platform that analyzes channel and content performance.

URL Hack in Lightning to Pre-populate fieldsGet the standard Lightning URL that salesforce construct when creating new Record.Identify the fields and their API Name that you want to pre-populates.Assign the Target fieldsThe field you want to prepopulate to Value Pair for the additional fields to be populated.More items...

To launch a records create page with prepopulated field values, use lightningpageReferenceUtils and lightningnavigation together. The lightningpageReferenceUtils module provides the encodeDefaultFieldValues and decodeDefaultFieldValues functions, which encode default field values into a string and decode them.

Social Media Marketing from Salesforce Theres running social media campaigns, then theres building real, meaningful relationships with your customers. With Social Studios social listening and analytics tools, you can discover what consumers have to say about your company, products, and the competition.

Set Up Social Accounts, Contacts, and LeadsFrom Setup, enter Social Accounts in the Quick Find box, then select Social Accounts and Contacts Settings.Select Enable Social Accounts and Contacts.Select the social networks that users in your organization can access. ... Click Save.More items...

To add a LookUp field based on the value of another field:Click on SetUp Gear Icon and then click on the Object Manager.Click on the object you will be adding the Look Up field to. ... Select Fields Relationships and then click the New.Select Lookup Relationship from the Data Type list and click Next.More items...

Auto-populate the lookup field with Process BuilderStep 1: Create a Process. From Setup, enter Builder in the Quick Find box, and select Process Builder. ... Step 2: Choose Object and Specify When to start the Process. Click Add Object. ... Step 3: Define Criteria. ... Step 4: Define Immediate Actions. ... Step 5: Activate the Process.

Enable Social Customer ServiceFrom Setup, enter Social Customer Service in the Quick Find box, then select Social Customer Service.On the Settings tab, check Enable Social Customer Service .If you want posts approved before they send, check Enable approvals for social posts .More items...

Salesforce Essentials now lets small business owners respond to customers on YouTube, Instagram and Facebook without leaving the dashboard. Social media features, previously only available for larger businesses, have been integrated for Salesforces SMB offerings.