Overview
Social is where a client connects their own social media accounts (Facebook, Instagram, LinkedIn, X) so the SalesHive team can help with daily posting. Everything on this page is scoped to one client: a client only ever sees their own connections and posts, and a staff member sees the client currently selected in the Client Switcher (the page title reads Social followed by the client name). SalesHive's own company social accounts live on the separate CRM Marketing Social page, so the two never mix. Connections are direct OAuth to each platform, no third-party provider in between, and the tokens are stored on our server and never shared. The page has three parts: provider cards to connect a new account, a list of connected accounts with their live status, and a log of recent posts.
How to use this page
Connect an account
Each provider card (Meta / Facebook plus Instagram, LinkedIn personal profile, LinkedIn company pages, X) shows a Connect button when that provider is configured. Click Connect, sign in on that platform, and authorize SalesHive. You come back to this page and a toast confirms whether the connection succeeded or failed. A card marked 'Not available yet' (for clients) or 'Not configured' (for staff) means that provider's OAuth credentials are not set up yet. The LinkedIn company pages card discovers every company page you are an administrator of on LinkedIn and adds each as its own connected account.
Read the account status
Each connected account shows Active (green) or Needs reconnect, its token expiry with a warning when it is close, and how many posts it has sent. If a token has expired or errored, reconnect through that provider's Connect button.
Refresh the list
Click Refresh above the connected accounts to reload their status in place without blanking the page. If the whole page fails to load, a Retry button appears instead.
Send a test post
Click Test post on an account to open the composer below the list. Write the text, optionally add a link URL and image URL (Instagram requires an image), then click Publish now. This publishes a REAL post to the live account, as the warning under the composer says, so use it deliberately. Success and failure both show a toast.
Disconnect an account
Click the trash icon on an account to disconnect it. A confirmation dialog appears first; disconnecting removes the stored tokens and post history for that account, and you can reconnect any time.
Review recent posts
The Recent posts section lists what has been published, each with the account, timestamp, source, and a Posted or View link (opens the live post) or a Failed status with the error.
What the buttons do
- Connect
- Starts the OAuth sign-in for that provider and links the account to this client's deal. Shown only on configured provider cards. The LinkedIn company pages card adds every company page you admin as its own account.
- Setup instructions
- Expands the per-provider setup steps and the redirect URI. Staff only; not shown to clients.
- Refresh
- Reloads connected-account status in place without resetting the page to a loading state.
- Test post
- Opens the composer to publish a real post to that account. Text is required; Instagram also requires an image URL.
- Publish now
- Sends the composed test post to the live account. Reports success (with a View link) or failure via toast.
- Disconnect (trash icon)
- Removes the account's stored tokens and post history after a confirmation. Reconnect any time.
- Retry
- Reloads the page when the initial load fails.