Create a social media profile

Users with the customer service manager role can create a social media profile for an account, contact, or consumer.

Before you begin

Role required: sn_customerservice_manager or admin

Procedure

  1. Navigate to the Social Profiles related list on the desired entity form: Account, Contact, or Consumer.
  2. Click New.
  3. Fill in the fields on the Social Profile form, as appropriate.
    Field Definition
    Channel The social media channel for this profile. For example, Twitter or Facebook.
    Social ID The user's name or handle for the selected social media channel.
    Contact If created from the Contact form, this field displays the name of the contact.
    Consumer If created from the Consumer form, this field displays the name of the consumer.
    Account If created from the Account form, this field displays the name of the account.
    Profile URL The link to the user's social media account.
  4. Click Submit.