Create a social media profile

task brazil Updated Sep 10, 2026 1 min read create-social-profile.md
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Users with the customer service manager role can create a social media profile for an account, contact, or consumer.

Before you begin

Role required: sn_customerservice_manager or admin

Procedure

  1. Navigate to an Account, Contact, or Consumer record.

    • Customer Service > Customer > Accounts
    • Customer Service > Customer > Contacts
    • Customer Service > Customer > Consumers
  2. In the Social Profiles related list on the selected record, click New.

  3. Fill in the fields on the Social Profile form, as appropriate.

Field

Definition

Channel

The social media channel for this profile. For example, Twitter or Facebook.Note: This field is a reference to the Social Channels [sn_app_cs_social_social_channel] table.

Social ID

The user's name or handle for the selected social media channel.

Contact

If created from the Contact form, this field displays the name of the contact.

Consumer

If created from the Consumer form, this field displays the name of the consumer.

Account

If created from the Account form, this field displays the name of the account.

Profile URL

The link to the user's social media account.

4. Click **Submit**.

Related topics

Social media integration

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