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
Navigate to an Account, Contact, or Consumer record.
- Customer Service > Customer > Accounts
- Customer Service > Customer > Contacts
- Customer Service > Customer > Consumers
- In the Social Profiles related list on the selected record, click New.
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.Note: This field is a reference to the Social Channels [sn_app_cs_social_social_channel] table. |
| 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. |
- Click Submit.
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