This Postal Flight Academy Guide will assist you with connecting Postal to your Salesforce instance
Applies to: Admins
Things to know
- The integration user will need admin access in BOTH Postal and Salesforce
- The integration user must have marketing user access within SFDC
- We recommend setting up a general API user for integration purposes
Video Walkthrough
The Breakdown
You will begin the setup in your Postal instance and finish in your Salesforce instance.
1. With admin access in Postal, you will find our integration tiles by navigating to your profile settings which can be accessed by clicking on the profile icon at the top right-hand side of your screen.
2. Begin your Salesforce integration by selecting Configure on your Salesforce tile, this will prompt you to sign into Salesforce if you are not already logged in. You may also be prompted to log back into Postal.
3. Once the connection is established, navigate back to your Integrations page within Postal and ensure the integration is enabled. This can be confirmed by ensuring:
- The activation toggle is enabled
- The desired object type synchronization toggles are enabled
- You have saved progress by confirming via the prompt in the top, right corner.
As we finalize the integration, you will complete the following steps within your Salesforce instance.
- Within your object manager, navigate to the Task Object and add “Postal” as a Task Type Picklist Value
Congratulations, you have successfully integrated Postal with Salesforce!
The Salesforce tile within Postal should show Enabled and you will begin to see contacts populate with Postal, the contact information that you will see sync into Postal includes:
First Name, Last Name
Email Address
Title
Company
Phone Number
Contact Owner
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.
Additional Object Access
Our integration allows you to determine which additional object types that you would like to synchronize from Salesforce. Not all object types are required, but for a complete integration we recommend enabling all or at least the object types relevant to support your processes.
For more information on Salesforce Access & Field Creation, please refer to this article.
Creating Contact in SFDC from Postal
The integration allows you to determine whether or not Postal can create new contacts within your Salesforce instance.
While you are not limited to the number of fields, we recommend adding only one field as this allows for easy reporting by identifying the designated criteria at a glance.
Postal refers to all person objects as Contacts. As a best practice, sync to the native Lead objects. This will allow for all automations that your company has already executed as expected. Often times, we see customers import as Leads and their process converts that to a Contact based other Objects/Statuses in SFDC.
Postal ABM
Postal ABM is a Postal product designed to make it easy to programmatically target and engage valued accounts and audiences with offline campaigns.
With access to the Postal ABM product, you can enable this sync by first adding these fields to the Account Object in Salesforce.