SALESFORCE IFRAME INSTALL
You'll need to install the package in your Production org, but you can copy over any customizations you made in your Sandbox environment to the Production org. If I want to test the integration in a Sandbox environment before rolling out to Production, will I need to re-install the managed package? If you've purchased a read-only license, you can see the Case Feed updates and the custom or native social post and Social Persona objects. If I don't have a Sprout license, what can I expect to see in Service Cloud? Use the Sprout Flow and add an extra step to it to plug into your existing Omni routing. The Sprout Flow should integrate easily with Omni. Yes, social messages are routed the same way in Sales Cloud as they are in Service Cloud.Ĭan I respond to social messages outside of the Case object?ĭoes the Sprout integration work with omni-channel routing? Videos and images are available in the iframe.Ĭan social messages get sent to Sales Cloud and then responded to in Service Cloud? Messages are sent depending on the criteria you set in the Automatic Rule builder.Īre videos and images sent over to Salesforce as attachments in the same way they were with Social Studio? Messages are sent from the Automatic Rule created in Sprout. How do I determine what messages come over to my Salesforce instance and when? If you want to apply those tags in Sprout, add the Apply Tags rule action in the Automatic Rules builder. To send tags to Salesforce, you'll manually enter those tags in a comma-separated list within the Send to Salesforce action in the Automatic Rule you create to send messages to Salesforce. If the raw data sent from Sprout lacks a name or handle information a Social Persona & Contact objects won't get created.Īre tags applied in Sprout sent to Salesforce too?ĭue to technical limitations, you have to define both the tags you want to send to Salesforce AND the tags you want applied in Sprout. What if a profile sending a message is missing a name or handle? Check out this article for more information. Make sure you add a tag when creating Automatic Rules that indicates a message was sent to Salesforce. How will users know in Sprout if a Salesforce Case was created from a message? If a Salesforce Case is merged with another Case that contains messages from a different social network, the iframe reply won't work. Sprout doesn't support cross-network functionality.If you're in Incognito mode, the iframe won't work unless you allow cookie tracking in your browser.There's a few reasons why this could happen: The iframe in Salesforce isn't rendering. If your support request falls outside of these scenarios, as a best practice, contact your Salesforce Developer or Admin for assistance troubleshooting. Flow Template Standard Object Installation IF you're a Social Studio customer.Out of the box implementation that uses Custom Objects.Sprout Support can help assist you with the following:
What can Sprout help me with when it comes to my Service Cloud implementation?
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