Create a social media log entry

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Users with the customer service manager role can create a social media log entry for a case.

    Vorbereitungen

    Role required: sn_customerservice_manager or admin

    Warum und wann dieser Vorgang ausgeführt wird

    If necessary, a customer service manager or administrator can create an entry on the Social Logs related list. The entries on this list are typically populated by the social integration tool.

    Prozedur

    1. Navigate to the desired Case form.
    2. From the Social Logs related list, click New.
    3. Fill in the fields on the Social Log form, as appropriate.
      Tabelle : 1. Social Log form fields and definitions
      Field Definition
      Social Profile The social profile for the customer contact or consumer.
      Agent The agent participating in the conversation.
      Social URL The URL for the social conversation. Clicking this URL opens the conversation in a new tab.
      Document The related case number.
      Message The details of the conversation.
    4. Click Submit.