Good Day,

With the latest release of SE we’ve been excited to be able to create lead or case records automatically based on clicking “Link to CRM” in Social Engagement. There are some situations where we would like this to happen automatically without human interaction. Two requests:
First: We would like a way to pick a search topic and indicate “link all social records” to this type of CRM entity automatically [we can forgo the custom note – or have it be the same for each synced post].

Second: You can bulk (select all check box) assign, label, or remove records/posts in the steam view in S.E. but it appears you can’t bulk create CRM Records this way either. This would be a nice feature to have.

A work around would be creating an S.E. Alert and pipe it into a CRM e-mail queue and auto convert using routing and rules, but that seems less than ideal since the user still has to navigate back to SE to Lync the post to build a social profile and activity chain.

The use case is where certain posts are certain to be leads or critical cases and a delay in processing by an SE user handing off to a CRM team is not desirable.

This feature need has come up for three clients at our partnership.

Thank-you!