Create a social media profile

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

    Role required: sn_customerservice_manager or admin

    Procedimento

    1. Navigate to an Account, Contact, or Consumer record.
      • Customer Service > Customer > Accounts
      • Customer Service > Customer > Contacts
      • Customer Service > Customer > Consumers
    2. In the Social Profiles related list on the selected record, click New.
    3. Fill in the fields on the Social Profile form, as appropriate.
      Tabela 1. Social Profile form fields and definitions
      Field Definition
      Channel The social media channel for this profile. For example, Twitter or Facebook.
      Nota:
      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.
    4. Click Submit.