Salesforce Integration

  • Updated

This article dives into how to integrate Salesforce with your Postal account. 
 

Before you get started! You will need to have Admin access in BOTH Postal and Salesforce to complete the integration setup. Need to know more about API and other frequently asked questions? Check out our Salesforce FAQ article.

If you haven't already please create an Integration User (follow this Salesforce help article). The Integration User must have the Marketing User checkbox checked so the campaign integration works.

 

Connecting Salesforce

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

Start in Postal

  1. Go to the Profile Settings section of your account
  2. Click on Integrations and select Connect to Salesforce
    • Use the API user credentials to connect your integration
  3. Next, authenticate 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 two platforms.

 



NOTE: the Campaign Object Type is only available if ABM is enabled. Check out our ABM page to learn more! 

 

Now in Salesforce

You will need to navigate to the Task Object and in the "Type" field, enter "Postal" as an active value in the picklist.
 



Congrats! You've connected the integration.
 

Contact Information Synced to Postal

  • First Name, Last Name
  • Email Address
  • Title
  • Company
  • Phone Number
  • Contact Owner


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. For more information check out our article on the Salesforce Managed Package.

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


 

Was this article helpful?

0 out of 0 found this helpful