In MSE, is there a way to manage posts before publishing? Ability to view a list on potential posts that can be published?
Can you link posts from MSE to existing records in CRM? From CRM can you link records to posts in MSE?
Greetings,
So for your initial question, no you cannot try this in SE though you'll in MDM wherever you'll schedule and look at past posts. Also, affirmative you'll link posts to contacts, leads or cases from SE to CRM still not back the opposing method, while you'll read social Info by dashboards in CRM.
Is there a way to link a post (social activity) to an EXISTING record in CRM? I was able to create a social activity from a post. However, it was not linked to a specific record.
Hi,
so for your first question, no you can't do this in SE but you can in MDM where you can schedule and view past posts. Secondly, yes you can link posts to contacts, leads or cases from SE to CRM but not back the other way, though you can view social data through dashboards in CRM.
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