Freeflags

(Professional Edition)

Quickstart Guide

Note: For Salesforce Enterprise environments, please use our Enterprise Edition package and dedicated quickstart guide.

Enterprise package: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t4K000002SBw7

Enterprise quickstart guide: https://www.salesflags.com/freeflags-quickstart-guide-enterprise-edition

1. Download Freeflags (Professional Edition) Salesflags App

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000G62DkUAJ&preview=%222021-12-16T00%3A37%3A59.000Z%22&_ga=2.156451323.1989569143.1655801309-995896658.1655801309

Install for All Users and approve third-party access. Installation can take several minutes.

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2. Authorise LinkedIn App Connection with Callback URL

To Authorise your LinkedIn Company Account, navigate to the cog icon in the top right hand corner of your screen and select Setup. Search for 'Auth. Providers' in the Quick Find box on the left and click Edit on 'LinkedIn_API'. Scroll to the bottom of the page and copy the Callback URL.

For example: https://154professional.my.salesforce.com/services/authcallback/LinkedIn_API. 

Please email this URL to hgreen@salesflags.com in order to progress installation.

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Once your CallbackURL has been authorised by Salesflags, you will receive an email notification confirming that you can continue onto Step 3.

3. Authorise your LinkedIn Admin Named Credential

In Setup, search for ‘Named Credentials’ in the Quick Find box and click edit next to ‘LinkedInSocial’. Please make sure 'Start Authentication Flow on Save' is ticked and click 'Save'. You will be redirected to LinkedIn, please allow LinkedIn and Salesflags authorisation.

Please ensure you have administration access to the Company LinkedIn Page that you wish Salesflags to collect data from.

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4. Format Salesforce Account Page & add Salesflags Company LinkedIn ID Field

In Setup, navigate to the Object Manager tab on the top of your screen and search for 'Account'. Select 'Page Layouts' on the left hand side and 'Account Layout' on the available options.

Using the Fields options, please drag and add  ‘Salesflags Company LinkedIn ID’ into Account information.

Using the Buttons options, please drag and add the 'All Company Post' button in Custom Buttons. For Salesforce Lightning users, please ensure that the 'All Company Post' button is also added in Mobile & Lightning Actions. 

Press Save.

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5. Create your LinkedIn Salesforce Account and add your Salesflags Company LinkedIn ID

Using the App Launcher in the top left hand corner of your screen, search and select the Salesflags Freeflags app. 

In the 'Accounts' tab, create a new Account and add your Salesflags Company LinkedIn ID, this can be found in the URL above your LinkedIn Company Page (example shown below)

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6. Import All Company Page posts

Using the dropdown under your Account name on the left hand side, press 'All Company Post'.

This action will trigger the process of importing all of your dedicated Company Page posts and engagement. Please allow up to 45 minutes for all data to be imported.

We recommend repeating this step twice a day, once in the morning and again in the late afternoon.

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7. Sales User: Follow up Social Activities on a LinkedIn Company post with a reaction

Navigate to the Salesflags Freeflags App, select the Social Activities tab and select 'Social Activity Last Month' list view from the dropdown. Here you will see your LinkedIn Company Page posts from the last 10 days.

Click on the Social Activity Name for a specific post, head to the Related tab and select view all on the Social Activities related list view. 

Using the Post link, follow through on each Lead's comment and leave a reaction in LinkedIn.

Once completed, the next time the 'All Company Post' button is pressed (Step 6) the 'Activity Tracked' checkbox will be filled.

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Report - Social Activities Report (Class/Lightning)

Use the Social Activities Report (Class/Lightning) to follow up on Leads that have engaged with your Company Page LinkedIn posts.

HubSpot Video

List View - Social Activity NOT Activity Tracked

Using the Social Activity NOT Activity Tracked list view, work your way down the list of comments that need to be followed up.

HubSpot Video

Optional - Custom Sales User List View

Sales User: Follow up on proposed activity for all LinkedIn Company post engagements

Using the 'All' list view in Social Activities, reconfigure the layout using 'Select Fields to Display' in the List View Controls. Configure the Visible Fields in the following order: Social Activity Name, Lead, Reaction, Comment, Proposed Activity, Post, Activity Tracked and Social Activity Date.

Follow the proposed activity suggested for each Lead, by using the Post link and completing the action. Once completed, the 'Activity Tracked' checkbox will be filled.

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Optional - Custom Report for Last 30 Days

Activity Tracked (Last 30 Days)

Navigate to the Reports tab in the Salesflags Freeflags App. Select New Report and search for 'Social Activities with Lead', select and press Start Report.

Outline - Groups

  • Lead: Lead Owner
  • Activity Tracked

Outline - Columns

  • Social Activity: Social Activity Name
  • Lead: First Name
  • Lead: Last Name
  • Comments Liked By 
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Filters

  • My Social Activities
  • Social Activity Date - Last 30 Days
  • Social Activity Record Type - Equals Comment
  • Activity Tracked - Equals True
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Want to discuss social selling?

If you're interested in social selling best practices for your sales team, please get in touch. We would be happy to discuss your situation and how we can help.