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PFL | Automated Direct Mail for Salesforce CRM

By PFL

Trigger personalized direct mail from Salesforce Sales Cloud.

Starting at $20,000   USD/company/year
Industries
Horizontal Product
Financial Services
Healthcare & Life Sciences
Business Need
Sales
Requires
Sales Cloud
Compatible With
Sales Cloud
Financial Services Cloud
Health Cloud

Trigger personalized direct mail from Salesforce CRM using contact data, deal stage, or custom triggers to increase engagement and drive measurable revenue.

  • Hear what our customers are saying about PFL.

  • Remarkable brand experiences start with PFL.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Financial Services Cloud
Health Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Additional Requirements
Firefox Chrome Safari v 5, 6 Salesforce1 mobile app

App Details

Version
PFLSwagIQ/1.78 1.78.1
Listed On
02/27/2015
Latest Release
02/12/2023
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Salesforce Shield
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 15
Custom Tabs: 2
Custom Apps: 1
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.78.1
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
11/15/2021

Additional Details

PFL brings direct mail into the Salesforce CRM ecosystem—seamlessly. Trigger and personalize 1:1 physical mailers directly from Sales, Health, and Financial Clouds using CRM data like lead stage, opportunity status, or account behavior. PFL helps sales and marketing teams deliver perfectly timed, high-impact direct mail that drives response and moves deals forward. 🔹 What You Can Do with PFL for Salesforce CRM: • Automate mail sends triggered by Salesforce objects, fields, or workflows • Deliver personalized mail pieces at scale, from postcards to dimensional kits • Track mail delivery status and recipient engagement in Salesforce • Align physical marketing touchpoints with digital journeys and outreach • Maintain compliance with HIPAA, SOC2, and industry standards 🎯 Ideal Use Cases: • Sales acceleration with timely direct mail follow-ups • Patient engagement campaigns from Health Cloud • ABM campaigns in Financial Services • Win-back and lifecycle marketing

Need help?

PFL

Livingston, MT

We pride ourselves on our high system availability and award-winning customer service. PFL provides support Monday through Friday 8:00 a.m. to 5:00 p.m. MST.

Support Phone800-930-5088
Other ResourcesEmailTerms & Conditions