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  • (upbeat music)

  • - [Christine] When Salesforce first launched,

  • Facebook didn't even exist.

  • But today, social media and social selling are part

  • of the everyday sales process.

  • So Salesforce did something really helpful.

  • They added social media information

  • to each account and contact.

  • So for example, if you haven't heard back

  • from a contact and you're waiting for them

  • to sign a contract,

  • you might want to pop into their Facebook account

  • to see if they're on vacation.

  • So to set this up,

  • you just need to do a few things to get activated.

  • So let me show you how to do that now.

  • I'm going to navigate over to my profile picture

  • and go to Settings.

  • And then I'm going to scroll down to Display & Layout,

  • and to My Social Accounts and Contacts.

  • And you'll see you need this checked off,

  • Use Social Accounts and Contacts,

  • and then you can just select which social networks you want

  • to see information from.

  • So in this case, I just selected Twitter and Facebook.

  • I'm going to hit Save.

  • Now at the time of this recording,

  • the maximum amount of information is really only available

  • in Salesforce Classic view.

  • So I'm going to switch over to that now.

  • And again, I just click on my profile picture

  • and switch to Salesforce Classic.

  • And I'm going to check out my friend, Kirk Hansel.

  • Here he is.

  • And you'll see right here,

  • there is a Twitter icon and a Facebook icon.

  • So if we click on Twitter,

  • we can see that there's quite a bunch of information here.

  • We can get a good idea about their marketing tactics here.

  • It looks like they do some promotions.

  • They've been in business quite a long time.

  • We see they celebrated a 25 year anniversary.

  • So this is great information.

  • Now, we can also look at their Facebook profile.

  • If we click here, we can see Kirk Hansel.

  • And they actually pulled in his profile picture,

  • which is fantastic because if we've never met

  • with Kirk before, now we have an idea of what he looks like.

  • So let's check out his Facebook profile.

  • Great, so now we have Kirk's Facebook profile page

  • and we can see if there's any information here.

  • It doesn't look like he posts a ton,

  • but we can verify that he's a co-owner and that he lives

  • in Los Angeles, which is great information.

  • So again, you can find this out for anyone who

  • has an active social account in Twitter

  • and Facebook and in YouTube.

  • So now you have a wealth of information

  • from social media connected to your accounts

  • and contacts in Salesforce.

  • (upbeat music)

(upbeat music)

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