Create the Social Action Interface
- From the object management settings for cases, go to Button, Links, and Actions.
- Click Layout next to the social action.
- Edit the desired fields.NoteChanging field values could invalidate incoming posts against the Social Customer Service Apex class.To send social content, the social action must have the following fields:In Reply ToManaged Social AccountMessage TypeContentImportant The In Reply To field can’t be read only.Headline and Name are required fields. To remove them, create a predefined value for each field and remove them from the action. See Set Predefined Field Values for Quick Action Fields.
- In Reply To
- Managed Social Account
- Message Type
- Content
- Click Save.
- From the object management settings for cases, go to Page Layouts.
- In Case Page Layouts, click Edit next to Feed-Based Layout.
- In the palette, click Quick Actions.
- Ensure that the social action is in the Quick Actions in the Salesforce Classic Publisher section of the layout.
- Optionally, repeat steps 5 through 8 for the Leads object to enable the social action on leads (from the object management settings for leads, go to Page Layouts).