For Postalytics to properly integrate direct mail with Salesforce using authentication, we’ll need some specific permissions to access key parts of your Salesforce instance. As a starter, your Salesforce edition must have access to the “API functionality feature”, “Workflow Rules feature” and the “Outbound Message Feature”. Please contact your Salesforce Account Manager for more details about your Salesforce features. According to Salesforce documentation, the following editions have the proper features:
- Enterprise Edition
- Unlimited Edition
- Developer Edition
- Performance Edition
Salesforce Professional Edition users can request from their account manager to have the API and Workflow add-ons according to several online sources.
We’ll also need a user in your Salesforce instance with some minimum permissions to set up the Postalytics direct mail integration through our simple authentication method. Often, a Salesforce Administrator has either their user permissions already configured to do the integration or can quickly get a user setup in order to perform it. Note – the Salesforce user permissions needed to configure the Postalytics integration (typically done just once) are not needed to perform actual campaigns, once the integration is set up.
The minimum permissions needed on the Salesforce user are:
- Manage Profiles and Permission Sets
- Customize Application
- Modify All Data
By default, the “System Administrator” user can be used for Postalytics Integration as it already has all the permission needed for Postalytics to function properly in creating and update status back to Salesforce.
Scroll to the end of this article to learn how to create a new Salesforce user for the Postalytics integration. You’ll need to make sure you have an available license if you want to go this route.
The Postalytics direct mail integration uses Salesforce APIs to do several things:
- Import Contacts or Leads as defined in Saved Views, Campaigns and Accounts into Postalytics Lists for Smart Send Campaigns.
- Communicate the status of the mail delivery and online response in a property that we create for the Contacts or Leads in a Postalytics Campaign.
- Import Contacts or Leads via Workflows and Outbound Messages into Triggered Drip Campaigns for automated direct mail.
After you’ve determined the right Salesforce user name to setup the Postalytics direct mail integration, head over to Postalytics.
To authenticate Postalytics and Salesforce, it is super easy. Just log into Postalytics with a Postalytics user name with Admin privileges , and navigate to the upper right menu below the user name. Choose the “Add New Salesforce Integration” button. You’ll be presented with a Salesforce Login Page. Use the Salesforce user name that you know has the appropriate privileges. When you’ve completed the login, you’ll be presented with a dialog asking for a name for the integration (you can have multiple integrations if you’re a consultant or agency). Give it a name that will make sense to you down the road, and press “Save”.
You’ve just authenticated Postalytics and Salesforce (using the latest & greatest OAuth 2.0 authentication technology!)
If you would like to create a user just for Postalytics usage, you can create a new user with those specific permission as listed above for solo Postalytics use. First, you will need to create a new profile in Salesforce under Setup, then Administration, then Profiles. For the existing Profile, please choose “Standard User” and then enter a profile name. After you have created a new profile and saved it, you will be presented with the details of your newly created profile. You will need to click on the ‘Edit’ button and the scroll down to the “Administrative Permissions” and search and click on the checkbox for the permissions, “Manage Profiles and Permission Sets”, “Customize Application”, and “Modify All Data”, then click on save.
Links for Reference:
https://help.salesforce.com/articleView?id=customize_wf.htm&type=5 (Workflow Documentation)
https://developer.salesforce.com/forums/?id=906F0000000DDsQIAW (Professional Edition Workflow addon)
https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4NIeEAN (appExchange pricing)
https://success.salesforce.com/answers?id=90630000000DJDCAA4 Professional Edition Workflow addon()
https://help.salesforce.com/articleView?id=000005140&language=en_US&type=1 (Salesforce editions with API Access)