From the course: Salesforce Tips
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Use integrated social media - Salesforce Tutorial
From the course: Salesforce Tips
Use integrated social media
- [Instructor] When Salesforce first launched, Facebook didn't even exist. But today, social media and social selling are part of the everyday sales process. So Salesforce did something really helpful. They added social media information to each account and contact. So for example, if you haven't heard back from a contact and you're waiting for them to sign a contract, you might want to pop in to their Facebook account to see if they're on vacation. So to set this up, you just need to do a few things to get activated so let me show you how to do that now. I'm going to navigate over to my profile picture and go to settings and then I'm going to scroll down to display and layout and to my social accounts and contacts and you'll see see you need this checked off use social accounts and contacts and then you can just select which social networks you want to see information from. So in this case, I just selected Twitter and Facebook. I'm going to hit save. Now at the time of this…
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How to use Salesforce everyday2m 10s
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Weekly review leads and opportunities2m 2s
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Salesforce Lightning vs. Classic View1m 44s
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Consistently name Salesforce opportunities1m 55s
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Use Salesforce email1m 39s
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Use integrated social media2m 18s
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Set follow-up reminders2m 23s
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