Financial Services Creatio, lending edition
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This documentation is valid for Creatio version 7.15.0. We recommend using the newest version of Creatio documentation.

Connecting a contact to its Facebook account

1.On the contact page, expand the [Communication options] detail and click the btn_facebook.png button.

Note

Only one communication option with the “Facebook“ type can be added on the contact page.

Note

If you have not used Facebook integration before, when you click the btn_facebook00006.png button, the Facebook authorization window will open.

2.The displayed Facebook search page will contain public pages and profile pages of the contact, if any. You can change the search criteria or enter the link to the page in Facebook if it is known.

Note

If the link to the Facebook profile of the account does not have a numeric user ID, the profile will not be displayed among the results.

3.Select an account to add to the [Communication option] detail of the contact page (Fig. 1).

Fig. 1 Selecting a contact account

faq_add_information_from_facebook_select_contact.png 

As a result, a new record with the “Facebook“ type will be added to the [Communication options] detail. If the account doesn't have a photo, it will be added from the Facebook page.

Note

If a contact has both a profile page and a public page, it is recommended to add the public page to the [Communication options] detail because the public page contains more information about the contact.

See also

Populating the contact page with Facebook information

FAQ on populating the contact page with Facebook information

Connecting an account to their Facebook account

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