Enable Social Post Approvals
- From Setup, enter Social Media in the QuickFind box, then select Settings.
- Select Enable approvals for social posts.
- Build and activate approval processes for social posts using either the Jump Start Wizard or the Standard Setup Wizard.Important The Jump Start Wizard is a streamlined way to create approval processesin Salesforce. However, the Let the submitter choose the approver manually option is not supported in the Jump Start Wizard. Choosing thatoption results in an error later when an agent submits a post for approval.
- From Setup, go to Administer | Manage Users | Permission sets.
- Enable the new Require Social Post Approvals user permission.
- Assign the Require Social Post Approvals user permission with a permission set to agents that need their posts reviewed before they are sent.When assigning user permissions, remember these two points.Because approving a post automatically submits it for publishing, approvers must have the same access to social accounts as the agents whose work they're reviewing. Otherwise, the posts they approve result in an error.If your user permissions include Require Social Post Approvals, then the submit button on the social publisher always reads Submit for Approval rather than "Comment," "Tweet," or other words. This is true even if no active approval process applies to the user. In that situation, clicking Submit for Approval publishes the social post normally since there is no active approval process in effect.
- Because approving a post automatically submits it for publishing, approvers must have the same access to social accounts as the agents whose work they're reviewing. Otherwise, the posts they approve result in an error.
- If your user permissions include Require Social Post Approvals, then the submit button on the social publisher always reads Submit for Approval rather than "Comment," "Tweet," or other words. This is true even if no active approval process applies to the user. In that situation, clicking Submit for Approval publishes the social post normally since there is no active approval process in effect.