Social integration in sandbox
Social media platforms like Twitter and Facebook have become vital for understanding and engaging customers. Zoho CRM allows you to monitor and engage with these platforms from within your CRM. This is possible because of the Zoho Social integration (available through the Social tab).
You can test your Zoho Social integration in a sandbox before using it in your production environment. This allows you to simulate the effects of the integration on your CRM system and on your internal processes. Once you've tested the integration to a satisfactory level, you can confidently deploy it to the production environment.
To learn more about social integration in Zoho CRM, see:
Social CRM - An overview.
To learn more about sandboxes, see:
Sandbox overview.
Scope
You will need to thoroughly test your integration in the sandbox before deploying it to the production environment. This is because a Zoho Social account can only be integrated with one CRM environment at any point in time. Once it has been deployed to the production environment, the Zoho Social account will be removed from your sandbox. No further changes can be pushed from the sandbox to the production environment, as far as that Zoho Social account is concerned.
When your sandbox and production environments are mapped to different social portals, you won't be able to make changes to the integration in the production environment using the sandbox. Only social workflows can be deployed in this case. To learn more about social workflows, see
Workflows for Social (Facebook and Twitter).
Note
To add a Zoho Social account to a sandbox or a production environment that already has one:
-
Remove the existing Social account from the sandbox or production environment.
-
Add the new Social account, provided the new Social account is not mapped to another sandbox or production environment.
Availability
Users with the Social Admin permission and Personal Social Profiles permission can perform the integration with the sandbox.
Users with the above permissions and Manage Sandbox permission can deploy the integration to the production environment.
To add the Social integration to a sandbox
-
Navigate to
Setup > Data Administration > Sandbox.
-
Click the
sandbox
where you want the integration.
-
Click the
Go to Sandbox
button.
-
In the sandbox, go to
Setup > Channel > Social.
-
Click
Brand Settings > Create New Brand.
-
Enter
Brand Name
and
Brand Description.
-
Click
Create.
-
Click
Add Account
to configure channels for the Brand.
For more details on how to do this, see: Setting up Social Tab.
Note
You will not be able to perform the integration if you do not have the
Social Admin or Personal Social Profiles
permission enabled in your profile.
To work with the Social integration in a sandbox
To learn how to use this integration, please refer:
To deploy the Social integration from a sandbox to a production environment
-
Navigate to
Setup > Data Administration > Sandbox.
-
Click on the
sandbox
from which you want to deploy the integration.
-
In the
Change Set
list, select
Zoho Social
under the
Integrations
component.
-
Click the
Deploy Changes to Production
button.
-
In the
Are you sure you want to proceed with the deployment? popup, click
Yes, Proceed.
-
In the
Start Deployment
popup, click
Yes, Proceed.
-
In the popup that appears, click Okay, Got it.
Note
You won't be able to deploy the integration if:
-
You do not have the Social Admin and Personal Social Profile permissions enabled for your profile.
-
You do not have the Manage Sandbox permission enabled for your profile.
-
There is a Social account that is already mapped to the production environment.
To remove Social integration from a sandbox
-
Navigate to Setup > Data Administration > Sandbox.
- Click the sandbox where you want to remove the integration.
- Click the Go to Sandbox button.
- In the sandbox, go to Setup > Channel > Social.
- Click Unmap portal to remove the integration from the sandbox.
- In the popup that appears, click Yes, Unmap Now.
Note
- If your production account is integrated to a Zoho Social account, the integration will not be copied when you create a sandbox.
- If your sandbox is integrated to a Zoho Social account, please note the following:
- When you rebuild your sandbox, the Social integration gets removed from it. You'll have to perform the integration again to use it in the rebuilt sandbox.
- When you deactivate your sandbox, your Social integration does not get removed. You will not be able to integrate that Social account in any other sandbox or production environment.
- When you delete your sandbox, your Social integration does not get removed. You won't be able to integrate that social account with any other sandbox or production environment.
- When you deploy your Social integration to the production environment, all un-deployed social workflows will be deleted from the sandbox.
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