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 … Read more about Salesforce Authentication, User Configuration and Permissions For Direct Mail Integration
How To Trigger Direct Mail From Salesforce Workflows
Postalytics makes it easy to trigger direct mail from Salesforce Workflows. Now, marketers can send individual pieces of direct mail (letters or postcards) without human intervention, 24x7. After a little bit of setup, direct mail is printed, mailed and tracked when conditions in Salesforce … Read more about How To Trigger Direct Mail From Salesforce Workflows