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Welcome
Address Tools
Overview
Getting Started
Objects
Features
Settings
Print & Mail
Overview
Getting Started
Objects
Features
Bank Accounts
Default Addresses
Lob Metadata
Templates
Tracking
Webhooks
Settings
Shipping
Overview
Getting Started
Objects
Features
Settings
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Features
Get familiar with Veezla P&M features
These features help you create many types of Print & Mails within Salesforce.
  • ​Bank Accounts To get started with sending checks, it is required to setup and verify one or more bank accounts.
  • ​Default Addresses Save addresses that are used regularly to send mails from.
  • ​Lob Metadata Support bi-directional sync. If the data is pushed to Lob as metadata, we can accept them in Salesforce and store in our custom metadata fields on the Print & Mail object, also providing the ability to configure the salesforce field/data mapping to lob metadata value.
  • ​Tracking Monitor letters, postcards, and checks as they travel through the mail stream.
  • ​Templates Create and save commonly used HTML templates.
  • ​Webhooks Push notifications, or callbacks, which allow users to stay up-to-date on the status of their objects without needing to poll for updates.
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Bank Accounts
Last modified 2yr ago
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