This article dives into how to integrate Salesforce with your Postal account and provides resources for the SFDC Managed Package.

  • View Postal tracking & delivery updates at the lead and/or contact level, alongside your digital activity efforts (calls, emails, ebook downloads, etc…)

  • Postal Sent & Postal Delivered: View your Salesforce contact/lead information in Postal

Within Postal, the different roles below are able to view Salesforce contacts/leads as the following:

  • Users only see what contacts they are assigned to

  • Admins are able to view all leads/contacts

Note: You will need to have Admin access in both Postal & Salesforce to complete the integrations setup.

Contents

  1. Why Connect Salesforce

  2. Connecting Salesforce

  3. Objects & Access

  4. SFDC Managed Package


Why Connect Salesforce

  • Salesforce can continue to be your system of record as you leverage seamless direct mail sending.

  • You can also easily use Postal’s Chrome extension in the Salesforce lead/contact level to send Postals

  • Salesforce will continue to own the information in Postal, so as you are up-to-date with name changes, address, email, phone, etc.

  • Any new leads/contacts you add or update in Salesforce is automatically pulled back into Postal in less than 15 minutes, so there is no need to jump between the two systems

  • Most importantly you can now view in Salesforce the entire activity history of a prospect or customer in one view, allowing you to report on total Postal touches, and measure the real conversion rate of your prospects


Connecting Salesforce

To connect your Salesforce account you'll need to start in Postal and finish Salesforce.

Start in Postal

  1. Go to the Profile/Admin section of your account

  2. Click on Integrations > Select 'Connect to Salesforce'

  3. Authenticate the Salesforce & Approve the Integration when prompted

  4. Select which objects are the most applicable to you and your team you want to map between the 2 platforms. The options are: contacts / leads / accounts / activity / opportunity

Salesforce

Now in Salesforce:

  • Create the API User (follow this Salesforce help article)

  • Make sure the Marketing User checkbox is checked so that the campaign integration works

  • You will need to select the object "Task" and in the Type field enter "Postal" as an active type

Salesforce sends the following contact information to Postal:

  • First Name, Last Name

  • Email Address

  • Title

  • Company

  • Phone Number

  • Contact Owner


Objects & Access

SFDC Object

Access

Reason

Lead

Read/Write

We read leads to load in the lead's profile data. We update custom fields on the Lead to help with ROI reporting.

Contact

Read/Write

We read contacts to load in the contact's profile data. We update custom fields on the Contact to help with ROI reporting.

Account

Read/Write

We read accounts so we can associate the account name with your contacts in Postal. We update custom fields on the Account to help with ROI reporting.

Task

Create

We create tasks when actions occur in Postal

Campaign

Read

Our UI needs to load a list of campaigns so we can allow a user to select which campaign to map an item to

CampaigMember

Read/Write

We need to be able to associate and update campaign member statuses when items are sent

Opportunity

Read

We read opportunities to help reporting on ROI and for trigger filters

Event

Read

We read events allow triggering off the event object



SFDC Managed Package

The SFDC Managed Package can be added to Salesforce to create a deeper integration experience and is required to use Triggers with Postal. This app can be found in the AppExchange and will cost $1. Please see the following links for more information and note the installation key will be needed.

  1. Postal in the AppExchange

  2. Package Installation Guide

  3. Installation Key: postal2010

Note the SFDC Managed Package supports Enterprise, Performance, Unlimited, Developer, and Database.com Editions.

What you get in the SFDC Managed Package

  • Custom fields on both the lead and contact objects

  • Postal Touches = count of items sent

  • Lead Cost/Contact Cost = total cost of items sent to that lead/contact

  • Cost Per Touch = average cost of items sent to that lead/contact

  • Report that leverages those custom fields to show you spending trends for accounts/contacts

  • Triggers


For additional assistance please contact [email protected]

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