Configure the User Interface for the Social Intelligence Module

To use the Social Intelligence Module's (SIM) features, add the included SIM components to the individual record pages in your Salesforce interface. To view social data, you can also add SIM components to account, contact, or opportunity records. You must have the necessary permissions to configure the user interface.

Important

Salesforce is retiring the Social Studio family of products on November 18, 2024. Customers won’t have access to Social Studio after the retirement date. Customers may continue to use Social Studio for the duration of their current contract or until November 18, 2024, whichever comes first. To learn more, see Social Studio Retirement.

1. To add the SIM component to your Salesforce interface:
   1. Navigate to the page where you want to embed the component.
   2. Click | Edit Page.
   3. Drag the component onto the page.
   4. Save the changes. If you haven’t yet, to make sure that you activate your custom layout, click Activation.
2. To add the SIM component as a tab within a Lightning App:
   1. Select Setup | App Manager.
   2. Select the arrow dropdown next to Lightning App name, and click Edit.
   3. In the Lightning App Builder, select Navigation Items.
   4. Search for Social Intelligence, select it, and add it to your navigation.
   5. Save the changes.
   Your designated users can use Social Intelligence Module.