How many fields are created with the SFDC Managed Package?
The integration creates 4 custom fields.
Do we have the ability to control whether or not the integration creates tasks?
By default, tasks are created for a few situations. This can be turned off if desired.
Does the integration pull data retroactively if we have been using Postal for some time?
No. All data begins syncing when Postal and Salesforce are integrated.
Is it a process builder, flow, or custom apex? What does that automation do?
If you install the Managed Package, we create an Apex to utilize our triggers to automate sending based on actions in Salesforce.
Is it going to be an issue that we do not use leads or do not have plans to integrate with leads?
No. We still have a contact integration. If you do not utilize leads, that's fine.
How often do you query Salesforce? (API Information)
We query SFDC every 15 minutes for contacts/lead/accounts updates which results in 384 API calls per day. If more than 2,000 records change there will be an additional API call to SFDC for each block of 2,000 records.
In addition, we send tasks based on activity in Postal as well as update the contact and account records with spending data for reporting in SFDC. Using campaign mappings also adds additional SFDC API calls.
We have no limits on these API calls to SFDC but many customers do have an SFDC limit. To limit API calls we can extend the 15 minutes to any number of minutes as well as limit which activities in Postal create tasks in SFDC.
Explore the Postal + Salesforce integration using our Salesforce Integration Hub article!