How do I set up social studio in Salesforce?

How do I set up social studio in Salesforce?

Get Started with Social Studio

1. Review Prerequisites.
2. Log in to Social Studio Use Social Studio’s URL access from within Marketing Cloud or one-step log in with your Salesforce ID is also available.
3. Navigation through Social Studio.
4. Get tips for first-time users.
5. Need help?
6. Complete user role initial tasks.

How do you make a case in a trailhead?

Create a Case

1. Log in to Salesforce and open your console app.
2. Click the Cases tab or use the dropdown menu in the navigation bar to find Cases.
3. Click New to open the New Case page.
4. In the Contact Name field, create a case for Samantha Austin.
5. Click Status and select New.
6. Click Case Origin.

How many ways we can create case in Salesforce?

You can create cases in various ways: 1. Your administrator can configure Web-to-Case and Email-to-case or On-Demand Email-to-case to automatically capture the case of your website and emails customers. 2. Your customers can log their own cases from a community, Customer Portal, Self-Service portal, or Chatter Answers.

What is social Customer Service in Salesforce?

Social Customer Service integrates with Social Studio so agents and sales reps can respond to cases and leads created from Facebook, Twitter, Instagram, YouTube, and other social networks. The social publisher action on the case or lead feed is the primary interface for replying to consumers or prospects.

How to create social account in Salesforce social studio?

You need to add social accounts within Salesforce. Under set up do a quick find for social customer service. Authorize the social account you want to be added there. Once done you need to create engagement macros in social studio and direct to the salesforce org you configured in the previous step.

How to create engagement macros in social studio?

Once done you need to create engagement macros in social studio and direct to the salesforce org you configured in the previous step. Assuming you are not using social automate in this scenario. After Connection to sales/Service cloud , you will get a option to select org while creating engagement macros.

How is machine learning used in Salesforce social studio?

Streamline your processes. With machine learning, gauge brand sentiment and prioritize posts — then automatically route customer activity to the appropriate role in either marketing, sales, or service. Get a single view of each customer.