Salesforce Integration Video Series — Click2Mail Connect

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Module Title

Summary

1

Intro: What We're Building

Get a high-level look at how Click2Mail Connect automates direct mail from Salesforce and sets the stage for the rest of the integration process.

2

Get Your Data Ready

Prepare your Excel/CSV file with the customer info you’ll use in the mail merge — including personalized fields like message and promo code.

3

Create a Mail Template in Click2Mail

Build the postcard that will be used in your campaign — including layout, protected address zones, and basic promo content.

4

Prep the Template for Mail Merge

Enable Mail Merge, upload your customer data, and personalize your postcard by inserting fields like First Name, Custom Message, and Promo Code.

5

Create a Job Template in Click2Mail Connect

Set up a job template in Click2Mail Connect by selecting your document, choosing print options, and naming your template to match your campaign.

6

Create the Custom Object in Salesforce

Clean up unnecessary fields, add Address 2, and prep for integration.

7

Connect Click2Mail & Salesforce + Create the Integration

Connect your Click2Mail and Salesforce accounts, create the integration, map your fields, and insert the Click2Mail trigger field into your custom object layout.

8

Outbound Message + Flow Setup in Salesforce

Create an outbound message using your webhook and build a record-triggered flow to send mail automatically when conditions are met.

9

Test the Integration

Trigger a mailpiece by updating the Click2Mail field in Salesforce, verify that it was sent successfully, and review submission details in Click2Mail Connect.

10

Understand Pending, Credits, and Cancellation

Learn how pending mail is processed daily, when you can cancel a job, how credits work, and what happens if your account balance runs out.

11

Track Mail, View Invoices, and Wrap-Up

Learn how to track your mail, view delivery status, access invoices, and monitor job history from the Click2Mail dashboard.