Create a social media log entry

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

시작하기 전에

Role required: sn_customerservice_manager or admin

이 태스크 정보

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.

프로시저

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.

   표 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.