Salesforce Managed Package

  • Updated

The Salesforce 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.
 

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

 

What you get in the Salesforce 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.
    • When an opportunity is not closed-won and then becomes closed-won

NOTE: Tasks get created in Salesforce 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

  1. Your 'Campaign Type' for all campaigns in Salesforce should equal 'Direct Mail'
  2. Items in the Postal Marketplace must be mapped to a campaign to track in Salesforce
  3. Users will need User permissions in Postal AND a Salesforce seat
  4. Admins set up mapping in Postal, but you must be a User to show up in the report

 Note! The Account object must be set to read/write for the integration user. 

 

Which fields are mapped in the Salesforce Managed Package?

There are 11 total fields mapped in the Salesforce 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

 

Note! The SFDC user used to integrate Postal to your SFDC instance needs to have read/write access to these fields. 

 

 

What you can report on with the Salesforce 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.

 

Version History

New in Version 2.3

  • ROI Dashboard
  • Bug Fixes

New in Version 2.4

  • Custom Setting to Disable SFDC Trigger Execution
  • Bug Fixes

New in Version 2.5

  • Circuit Breaker: if your Apex Job usage is over 75% of your allotment the SFDC Triggers will stop executing to avoid you hitting the limit
  • Task efficiency improvements
  • Bug Fixes


Happy sending!

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