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.
Note the SFDC Managed Package supports Enterprise, Performance, Unlimited, Developer, and Database.com Editions.
What you get in the SFDC Managed Package
Custom fields created at the lead, contact, and activity level
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
Account Level and can be sorted by Account
Includes CPT, Postal Touches, Contact Cost, Total Touches, Total Cost
Triggers: Ability to trigger off of Salesforce based on tasks events or opportunities
types: opportunity, task, event
When an opportunity is not closed-won and then becomes closed-won then trigger
NOTE: Tasks get created in SFDC when a recipient accepts a Postal (Postal Queued) and when the Postal has been delivered (Postal Delivered).
Four main things to get you set up for success
Your 'Campaign Type' for all campaigns in SFDC should equal 'Direct Mail'
Items in the Postal Marketplace must be mapped to a campaign to track in SFDC
Users will need User permissions in Postal AND a Salesforce seat
Admins set up mapping in Postal, but you must be a User to show up in the report
Which fields are mapped in the SFDC Managed Package?
There are 11 total fields mapped in the SFDC Managed Package in addition to the ones mapped with the standard integration:
Account: Total_Postal_Spend__c
Task: Postal_Name__c and Postal_Total_Cost__c
Contact: Postal_Cost__c, Postal_Cost_Per_Touch__c, Postal_Created__c, Postal_Touches_Count__c
Lead: Postal_Cost__c, Postal_Cost_Per_Touch__c, Postal_Created__c, Postal_Touches_Count__c
What you can report on with the SFDC Managed Package
Won Revenue Influenced by Postal - closed-won revenue influenced by Postal
Open Pipeline - any deals in flight that have Postal touches (revenue in the room)
Open Deals - open deals that have Postal touches
Total Postal Spend - how much you've spent on Postal items
Direct Mail Campaign - deals touched by direct mail via Postal
Net New Leads - leads captured via Postal
Postal Influenced Opportunities by Rep - number of opportunities that each rep owns that are touched by Postal
Postals Delivered All-Time - usage
Postal Sends This Quarter - total sends by rep per quarter
Total Items Sent - number of items sent in a given time frame
Total Items Accepted - number of items accepted in a given time frame
For more information about how to see your Managed Package data in Postal, check out our Impact and ROI article!
NOTE: You will need to delete the old dashboard before activating the new one.
Happy sending!