Salesforce

Together with the Salesforce experts at Harvest Digital, we have developed a user-friendly integration for Salesforce. The Print.one direct mail API can be called from the Flow builder, so that you can send personalized cards to your customers.

The Salesforce app is currently invite only, please contact us if you wish to use it.

Salesforce Setup Instructions

Print.one offers a Salesforce App to get you started without coding. The package contains all the components needed to easily send postcards via the native Lightning Flow and gives you the option to automate the entire postcard sending process.

Initial setup

Once you are in our closed test of the app, you can head over to the integrations page. This can be found in the sidebar, under Integrate, then Integrations.

Within this page, you should see the Salesforce application listed with an Install button. Click this install button, and approve our app for install.

After some waiting, your app will be installed within your salesforce organization.

How to use

The Print.one module is available within Flow Builder. You can go to Flow Builder from Setup, build a new flow, or open an existing flow and add a step to the flow.

You want to make sure that all commands, records, and other data for your card are available within your flow before you add the Print.one Action.

Click on Add Element, Action and find the action named 'Send a postcard with Print.one' or within the Category 'Messaging'.

After clicking on the action, a window opens where the Label and API Name are used within the Flow, and all fields for Templates, Fields Front (Only available when merge fields are added in the Print.one template), Fields Back ( Only available when merge fields are added in the design), Recipient, Sender and optional Billing must be filled. The Advanced tab can be ignored.

After adding the block it is possible to add several steps to the flow, including the ability to use the out arguments of the Print.one module, such as the postcardRecordId, isSuccess and errorMessage.

Once set up, the flow can be saved, tested and activated via the native Salesforce Flow buttons.

Report

The tool also includes a Salesforce Lightning application, including a report for the number of postcard requests created, status, and billing ID. An overview of the Postcard records can also be found via the Postcards tab, which can also be added to various Salesforce Lightning applications.