Salesforce Integration Update Required!

What does this mean for you?

To ensure Postalytics provides you with the most current integration experience with Salesforce, we've upgraded our infrastructure to leverage the latest capabilities offered by Salesforce.

This enhanced integration brings several benefits:

  • Streamlined integration and authorization processes.

  • Ability to import Contact Lists directly.

  • Enhanced campaign capabilities utilizing the complete Salesforce setup, including creating new custom fields, linking them to objects (such as Leads or Contacts), and syncing event updates through outbound workflows.

How do I update my integration?

Updating your integration is quick and easy.

From your Postalytics username drop down menu, click “Connect”.

On the Integrations Home Page, click “Update” on the right hand side of your Salesforce Integration.

A pop up will appear prompting you to log into your Salesforce account.. 

Note: if you do not see the pop up window below, after clicking "Update" please be sure to allow pop ups during this process.

The update will happen automatically and you’ll then be back on the Integrations Home Page. That’s it! You’re all set with the updated integration and you’re ready to move forward sending mail.