Linking accounts, leads, and contacts to social networks
To link account, lead, and contact records to social networking profiles, users must be signed up to the respective social network. So, to associate Twitter information to a lead record, say, a user must have a Twitter account.
After the social features have been enabled and the desired social network has been chosen, users will be able to link the account, lead, and contact records within the Lightning Platform by following these steps:
- Logging into their social networking account.
- Clicking on either an account, lead, or a contact record and navigating to the social network option, which will be either a section on the account page or the News tab on a lead or contact record page.
- Clicking on the Sign in option.
- Authorizing the Salesforce social account feature to access their social networking account.
- Finally, linking the account, lead, or contact record to a specific profile within the social network...
