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.