Salesforce
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Salesforce is a customer relationship management (CRM) platform that helps businesses manage customer interactions, track sales, and automate various business processes.
The Salesforce integration with Lob allows you to automate direct mail campaigns within the Lob dashboard, based off any event trigger change that occurred within your Salesforce account.
Within the Lob Dashboard, navigate to the Integrations page and click on âSalesforceâ to view the Salesforce connection page. When on the Salesforce page, click the âConnectâ button to begin.
This will launch a modal to sign into your Salesforce account. Any Salesforce accounts you have previously used may be automatically detected. When prompted, enter the credentials to the Salesforce account you wish to connect.
Your organization must be on a paid Salesforce plan/tier with API access enabled.
The user in the account must have Admin level permissions, with access to the tables needed.
Once the account is authenticated, Lob will start the âConnectâ phase, and will read the schema of your Salesforce instance. (This is so you can use the objects and columns later when setting up a campaign.) Depending on your Salesforce instanceâs size, this may take a few minutes but runs asynchronously, requiring no active monitoring.You will receive an email when this is complete.
Once you have successfully connected your Salesforce account to Lob, the label will show âConnectedâ.
Once youâve successfully connected Lob to your Salesforce account, you can from within the Campaigns flow.