Salesforce Social Business for Client Engagements

Welcome to our latest Salesforce training session. Learn about Salesforce Social Business for Client Engagements. Tell us what you think. Please feel free to share.

Social Accounts and Contacts are features in Salesforce that use Social Media to spark conversations and insights with your Leads, Accounts, and Contacts.

Social Accounts and Contacts can be enabled with a few clicks by going to
Your name, > Set-up > App Set-up > Customize > Social Accounts and Contacts > Settings.
Here you can enable this feature for your organization and what social networks your users can access

End users can also turn this feature off or toggle which social networks they want displayed under
Your Name > Set-up > Personal Set-up > My Social Accounts and Contacts.

Either can be found easily by typing “social” into the quick find.

At your fingertips is a feature allowing you to login to your social networks. It searches, the person’s name, or for accounts the company name, to help you filter results. Then, once you select the person that fits the profile, Salesforce remembers your choice and even allows you to save their image in the top left of the page. You then have a face with the name.

For now, Social Accounts and Contacts do not automatically fill in the fields in your records, but you can always copy and paste the details yourself.

Linkedin Accessing information from Social Media can help you identify a person’s title, location, industry and company. Linkedin Gold members get to see additional information.

Twitter allows you to see what your prospects are currently discussing. This is helpful in a number of ways. When you are in a meeting, on the phone, or emailing with clients, you can improve your conversations based on available information, thereby helping create relationships. For example, this contact is talking about Microsoft’s Surface Pro. That could be a gateway topic for your next discussion. Or if a prospect is talking about their favorite sports team, you can ask if they watched the game over the weekend or seen a particular movie. The goal is to leverage personal insights that create connections.

Facebook lets you see information about friends, including work history, their about section, birth dates, websites to their other Social Media, personal web pages, and more. If you are not friends with that person, your options are limited to a name and picture.

YouTube lets you search for videos related to a person’s name.

Klout helps you gauge your prospect’s Social Media score. This helps you communicate more effectively through Social Media channels that your prospect engages.