Basic Salesforce Setup for CRM Hub Integration

Watch a video about basic Salesforce setup on our YouTube channel.

Introduction

Integrating Salesforce with Click2Mail’s CRM Hub enables businesses to automate their direct mail workflows, saving time and improving personalization. This guide provides a detailed walkthrough for creating and configuring custom objects in Salesforce to ensure a seamless integration.

What Are Salesforce Objects?

In Salesforce, objects function as customizable data structures (similar to database tables) to store specific information, such as customer names, account balances, and mailing details. For Click2Mail integration, a custom object is created to link data for automated mail generation.

Prerequisites

Before you begin, make sure you have:

1. A CSV Data File:
   Prepare a file containing fields like:

   • Customer name

   • Address

   • (optional) Account representative

   • (optional) Outstanding balance

   • (required) C2M_unique ID for tracking purposes.

2. Salesforce Access:
   Ensure you have the necessary permissions to create and edit objects in Salesforce.

For additional assistance, refer to our Salesforce Setup Video Guide.

Step-by-Step Guide to Setting Up Salesforce for Click2Mail

Step 1: Prepare Your CSV File

1. Include all fields required for your mail piece.

2. Add an optional unique ID field for tracking (if needed).

Step 2: Log In to Salesforce

1. Log in to your Salesforce account.

2. If not automatically directed to the setup page, click the gear icon in the top-right corner and select Setup.

Step 3: Create a Custom Object

1. Navigate to Object Manager within the Setup menu.

2. Click Create and select Custom Object from Spreadsheet.

3. Upload your prepared CSV or Excel file.

4. Remove the C2M_unique ID field if it is not required for Salesforce.

5. Rename the object for clarity, if needed.

Step 4: Configure Object Fields

1. In the new object, navigate to Fields and Relationships.

2. Modify the field data types as necessary:

   • For example, change "Name" to an auto-number type to generate unique IDs automatically.

3. Save all changes to ensure the fields are correctly configured.

Step 5: Automate Triggering Events

1. Configure automation to populate the object based on specific events in Salesforce.

   • Example: Trigger an invoice mailing for customers overdue by 5 days.

2. Work with your Salesforce admin to set up these automation rules, if needed.

Step 6: Integrate with Click2Mail

1. Link the newly created Salesforce object to Click2Mail via the CRM Hub.

2. Test the integration by adding new records and verifying:

   • Data flows correctly to Click2Mail.

   • Mail pieces are generated as expected.

Use Cases for Salesforce-Click2Mail Integration

1. Invoice Reminders: Automate notifications for overdue payments.

2. Event Invitations: Send personalized invitations to clients or prospects.

3. Custom Greetings: Deliver birthday or anniversary cards tailored to recipients.

Conclusion

Combining Salesforce’s flexibility with Click2Mail’s mailing automation streamlines CRM workflows and enhances customer engagement. By following this guide, you can create a robust system for automating direct mail communications.

For further assistance, check out our Salesforce Setup Video Guide or contact Click2Mail Support at 866-665-2787.