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 on 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.

First draft

Print.one hands you an installation link for the package. Once installed, you will want to configure the API key available within your Print.one portal under API Key. Both the Test (development) and Live (production) API keys are supported and can be copied from the Print.one portal.

Within Salesforce, go to Setup, Custom Code, then Custom Settings. There you will find the custom setting 'Print.one Credentials'. Via manage and creating or editing the Default Organization Level Value you can paste the API Key.

That's it for the first install!

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 Print.one template), 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.