Learn More About Social Intelligence Module

The Social Intelligence Module (SIM) is a Salesforce package that runs inside Sales. SIM provides enhanced account-based listening and social selling strategies. With SIM, you can see information that is actionable and based on definable topics.

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.

SIM takes advantage of the underlying technology of Social Studio to help you monitor your accounts, your competitors, and your industry. The topics that follow show how you can use SIM in various sales workflows. To use SIM as an admin, consult Set up Social Intelligence Module in Your Organization.

• 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.
• 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.
• Register a Personal Twitter Account in the Social Intelligence Module
  With your personal Twitter account added to the Social Intelligence Module (SIM), you can use social actions on tweets received in SIM. You can only register one Twitter account at a time.