Configure Social Intelligence Module Authentication

You can configure the Social Intelligence Module (SIM) to interact with Social Platform in Marketing Cloud Engagement.

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.

To configure your Salesforce instance, you need the right permissions.

1. Provide permissions for at least one user to administer SIM.
   1. Navigate to Setup | Permission Sets.
   2. Click the Social Intelligence Administrator License permission set link.
   3. Click Manage Assignments.
   4. To grant access to individual users, click the checkbox next to their name.
   5. Click Add Assignments.
   6. Repeat the same process, and assign the Social Intelligence Administrator permission set to the same users.
2. Configure the administrative tool.
   Make sure that you’re logged in as one of the users to which you assigned the permission sets. This user must access the Social Intelligence Module Admin app.
   1. To access or add more applications to your navigation bar, click the pencil icon.
   2. In Add Navigation Items, click Add More Items.
   3. Under Available Items, choose All.
   4. Search for the Social Intelligence Module Admin app.
   5. Click + beside the app, and then click Add New Nav Item.
      Your tab has a new Social Intelligence Module Admin entry. A new form appears where you can authorize SIM with the social platform.
   6. Click Authorize.
      SIM indicates that it made a connection.

   If you get an error message in the Social Intelligence Module, such as “No Posts Found,” use Refresh to try to fix the connection to the social platform.

3. Now that you have the Social Intelligence Module set up, it’s time to give users access and lay out the module on your record pages.