How the Components in the Social Intelligence Module Work

After you install the Social Intelligence Module (SIM), the SIM adds new components to your Account, Opportunities, Leads, and Contacts pages in Sales. The new components are Top Posts View, Related Social Content, and Application Tab Page.

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.

• Learn About the Top Posts View in the Social Intelligence Module
  The Top Posts view in the Social Intelligence Module (SIM) shows the most important Twitter data related to a record. It also shows the top 25 current social posts over the last 7 days and you can also engage with the posts.
• View Related Social Content in the Social Intelligence Module
  When using the Social Intelligence Module (SIM), you see a new related social content view on Lead record pages. The view appears when these records are created from social data. It shows the social post and author data used to create the record. You are always aware of the origin of records created from social data in SIM.
• Learn About the Application Tab Page in the Social Intelligence Module
  To search, sort, and filter more social data, use the Social Intelligence Module's (SIM) standalone application tab page. You can get greater insight into trends and conversations highlighted by the Top Posts view. You can also use the page to identify leads and opportunities, find communities, and authors to follow and engage with.
• Learn About Posts and Actions in the Social Intelligence Module
  In the Social Intelligence Module (SIM), you can engage each post that appears in several ways. Engage the posts in the top posts view and the application tab page's post feed view. For example, you can expand the size of the post, create a task from the post, or share it on Chatter, among other actions.