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
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
Go to the Profile/Admin section of your account
Click on Integrations > Select 'Connect to Salesforce'
Authenticate the Salesforce & Approve the Integration when prompted
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.
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]