Set Up the Social Intelligence Module

If you’re a Salesforce org admin, use these topics to help you install the Social Intelligence Module (SIM). You must have a Salesforce account with Lightning Experience enabled. And you need the right permissions to install packages and configure org-wide settings. This document isn’t intended for Social Intelligence Module end users.

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.

The installation process for the Social Intelligence Module is similar to other package installations. Go to a URL to start the process, select a few options, and then wait a short period while the package is added to your org. Install or upgrade SIM in a sandbox org before installing it in your production org. You can test compatibility and features before impacting your users. For information on using sandbox orgs and packages in general, refer to the Salesforce documentation and available Trailblazer trails.

• Install the Social Intelligence Module
  You can install the Social Intelligence Module (SIM) in a sandbox org or a production org.
• Configure Social Intelligence Module Authentication
  You can configure the Social Intelligence Module (SIM) to interact with Social Platform in Marketing Cloud Engagement.
• Configure Permissions in the Social Intelligence Module
  For users to work in the Social Intelligence Module (SIM), they need the right permissions. After you give them the right permission, they can work in SIM.
• 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.