Salesforce Setup Guide (Regular Users)

Hey there!

To get started, make sure you're logged in. If not, login to Sendoso here.

Next, on the top right of the Menu bar, select Integrations or click here to go directly to the Integration page.

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Next, you'll see this page here:

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First, Install the Salesforce app (via Chrome), you can also click here to install it. 

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Next, Go back to the Salesforce Integrations section in Sendoso and click "Sync Salesforce" and then enter in your Salesforce login credentials and click Allow.

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That's it! Now you're all set up. Next time you're in Salesforce on any Lead or Contact record you'll see the Sendoso button at the top.

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If you click it you can select what you'd like to send. The email address or mailing address will be automatically pulled in.

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Once you send, you'll notice that it automatically logs an Activity. And also logs an activity if the eGift was opened or clicked and if the physically mailed item (direct mail, handwritten note, custom gift) was delivered. 

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And (optionally) adds that Lead/Contact as a Member of a Salesforce Campaign.

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