Salesforce Integration Hub

With the Salesforce integration, your team can automate the send of items, event experiences, and direct mail from Postal at key points in the customer lifecycle. Postal items can be triggered from three types of records in Salesforce: opportunities, tasks, and events. Postal activity is mapped back to Salesforce, so you can seamlessly track and measure pipeline growth and revenue being generated from your offline engagement campaigns.

This article is meant as a hub for all things Postal + Salesforce.

Good to know!

• To integrate Salesforce with Postal, you must have Admin access in Postal Engage and System Administrator access in Salesforce
• Creating an API User or using an existing one is highly recommended when setting up the integration for the first time
• We highly recommend enabling the Account, Contact, Campaign, and Lead objects on the Salesforce Integrations page in Postal to ensure all reporting and syncing work properly

Integrating Salesforce

Ready to get integrated? Start here!

1. Salesforce Integration - How to get the initial connection set up 
2. Managed Package 
   1. Salesforce Managed Package - Installing and setting up the Managed Package
   2. How to Uninstall the Managed Package - Uninstalling the Managed Package
3. Salesforce Access & Field Creation - A comprehensive breakdown of all the Objects and Fields Postal needs access to and the custom fields that need to be created.

Sending Automation

With the Postal + Salesforce integration, you can create automation via triggers or tie your sends to Campaigns.

1. Salesforce Triggers - Note! The Managed Package needs to be installed for Triggers to work.
   1. Salesforce Triggers
   2. How to Disable Salesforce Triggers
2. Salesforce Campaigns - Tie items/collections sent via Personalized Emails or MagicLinks to your Salesforce Campaigns
   1. Associating Items with Salesforce Campaigns 
3. ABM Campaigns - Sophisticated but simple. Use Postal ABM to take your Salesforce Campaigns to the next level.
   1. Syncing Postal Account Data to Salesforce - This CRITICAL article will make sure that you add the necessary fields to make sure that ABM sends are written to Salesforce correctly
   2. How to Create Campaigns in Postal ABM - Learn how to create campaigns in Postal ABM
4. 6Sense Integration - Our 6Sense integration leverages your Salesforce Campaigns and works closely with Postal ABM and Postal Engage.

FAQ & Reporting

1. Salesforce FAQ
2. Impact & ROI