This article explains the fields that will need to be created in Salesforce in order to track ABM campaigns.
Before You Get Started
You will need to have Admin access in BOTH Postal and Salesforce to create fields as well as access to Postal ABM.
Here are some resources to get you started.
Once you have finished the integration, return to this resource to learn about the custom fields you’ll be creating.
Fields to add to the Account Object in Salesforce
The following fields should be added to the Account Object in Salesforce. You must match the naming convention as displayed below.
Field Label |
Field Name |
Field Type |
Description |
Postal Sends Last 30d |
Postal_Sends_Last_30d |
Number |
Total Postal Sends to the Account in the Last 30 Days. |
Postal Spend Last 30d |
Postal_Spend_Last_30d |
Currency (Length = 16, Decimal Places = 2) |
Total Spend on the Account in the Last 30 Days. |
Postal Accepted Items Last 30d |
Postal_Accepted_Items_Last_30d |
Number |
Total Items sent to the Account that have been accepted in the Last 30 days |
Postal Rejected Items Last 30d |
Postal_Rejected_Items_Last_30d |
Number |
Total Items sent to the Account that have been rejected in the Last 30 days. |
Postal Email Sent Last 30d |
Postal_Email_Sent_Last_30d |
Number |
Total Personalized Emails sent to the Account in the Last 30 Days. |
Postal Email Opened Last 30d |
Postal_Email_Opened_Last_30d |
Number |
Total Personalized Emails opened by the Account last 30 days. |
Postal Email Land Page View Last 30d |
Postal_Email_Land_Page_View_Last_30d |
Number |
Total Landing Page Views from the Account from Personalized Emails (not MagicLinks) Last 30 Days |
Postal Email Item Accepted Last 30d |
Postal_Email_Item_Accepted_Last_30d |
Number |
Total Items Accepted by the Account Last 30 Days. |
Postal Mgclink Item Accepted Last 30d |
Postal_Mgclink_Item_Accepted_Last_30d |
Number |
Total Items Accepted via MagicLink by the Account Last 30 Days |
Postal Event Sent Last 30d |
Postal_Event_Sent_Last_30d |
Number |
Total Postal Event Invites Sent to the Account Last 30 Days |
Postal Event Accepted Last 30d |
Postal_Event_Accepted_Last_30d |
Number |
Total Postal Event Invite Accepted by the Account Last 30 Days |
Postal Qr Scanned Last 30d |
Postal_Qr_Scanned_Last_30d |
Number |
Total QR Scans by the Account Last 30 Days |
Postal Swagstore Transaction Last 30d |
Postal_Swagstore_Transaction_Last 30d |
Number |
Total SwagStore (Brand) checkouts last 30 Days |
Postal Meetings Booked Last 30d |
Postal_Meetings_Booked_Last_30d |
Number |
Total Meetings booked from the Account Last 30 Days. |
*once created, the API Name for these fields will populate automatically. You will see the Field Name with __c added to the string in that field
Note: Postal ABM engagement to Leads in Salesforce will not be shown in Postal Engagement metrics. Postal ABM is tied to Account Activity for the Contacts associated with that Account. Only engagement from Contacts with relationships to the Account Object in Salesforce will be displayed. |
Good To Know!
- All fields refresh every 15 minutes
-
The field Postal Spend Last 30d should be a Currency Field Type
- Length = 16
- Decimal Places = 2
Sync Account Data to Salesforce
After setting up desired fields above on the Account object in Salesforce you’ll need to enable the sync within Postal.
Start in Postal Engage then select Profile > Integrations > Salesforce > ABM > then enable the Sync Postal Data to Salesforce option.
Postal Engage will automatically detect which fields you have added to the Account Object. They will be displayed in a message beside the toggle if they are detected.
Congratulations! You are done.