How to connect your Salesforce to Click2Mail's CRM Hub

Introduction

Salesforce is a robust CRM platform that empowers businesses to efficiently manage customer data. Among its many features is the ability to create custom objects—essentially databases designed to store specific types of information. This article will guide you through the process of setting up custom objects in Salesforce, particularly focusing on integrating these objects with a mailing list, as demonstrated in the accompanying video.

Preparing Your Data

Before creating a custom object, it's crucial to prepare your data properly. Begin by creating a CSV (Comma Separated Values) file that includes all the necessary fields for your mailing list. Common fields might include the customer's name, address, account representative, and the amount past due. Additionally, while not required by Salesforce, you might consider including a unique identifier for Click2Mail’s purposes.

Creating a Custom Object in Salesforce

With your data ready, you can start setting up the custom object in Salesforce. Follow these steps:

1. Log into Salesforce: If you’re not automatically directed to the setup page, click the gear icon in the top right corner to navigate there.

2. Access Object Manager: Go to the "Object Manager" tab, select "Create" from the dropdown menu, and choose "Custom Object from Spreadsheet."

3. Upload Your CSV File: Upload your CSV file to Salesforce. If your file includes a Click2Mail unique ID field, you’ll be prompted to remove it, as it’s not necessary for Salesforce.

4. Finalize the Object Setup: Salesforce will typically use the CSV file name as the object label, which you can change if needed. After reviewing and confirming the settings, click "Finish."

Customizing Fields and Relationships

After creating your custom object, you may need to customize its fields and relationships:

• Field Settings: In the "Fields and Relationships" section, adjust the data types for each field. For instance, you might set a field to auto-generate a unique number for each new record.

• Triggering Events: Configure triggering events in Salesforce to automatically populate your custom object when specific conditions are met, such as when a customer is late on a payment.

Automation and Integration

Once your custom object is established, you can integrate it with Click2Mail to automate mailing processes. For example, when a new record is added to your custom object, Click2Mail can automatically send out a corresponding mail piece. This can be especially useful for scenarios like sending invoices, birthday cards, or legal documents.

Conclusion

Creating and customizing objects in Salesforce is a straightforward process that significantly enhances your CRM capabilities. Integrating Salesforce with services like Click2Mail allows you to automate customer communication, making your business more efficient and responsive. Whether you're managing data, sending reminders, or automating mailings, Salesforce's flexibility makes it an indispensable tool for modern businesses.