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In what situations should I use the record creation options on Social?

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You can create contact, lead, and case records from the Social module’s All Posts, Mentions, and Comments sections.

In what situations will you create records?
  • When a Facebook user posts on your wall or comments on your posts, you can create contact records out of the user details
  • You can also link the users to existing contacts in the CRM. By doing this, you can identify whether the Facebook users are your contacts or leads stored in the CRM.
  • You can tell apart existing leads or contacts from new ones in case they have the same names by using the CRM lead or contact records.
  • If the users leave complaints in the posts or comments, you can even create case records from them.
To know more about it, click here.
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