Installation and Configuration

Please refer to the video below for instructions on how to install the application and complete the configuration.

Creating the Public Site URL

Here's a step-by-step guide to creating your public site URL:

1. Click on Setup


2. Type "sites" in the search box and click on Sites


3. Click on "New"


4. Name the site and click on the "Active" Checkbox


5. Next click on the search icon in front of the Active Site Home Page. A pop-window will open up. Click on "qrCodeVfPage" and then click on "Save"


6. Click on "Public Access Settings." Select the checkboxes for QR and QR logs to grant users access to these components in the CRM. Then click "Save"


7. Click on "Enabled Apex Class Access[2]"


8. Add the "PostGrid_PM.GetParam" and "PostGrid_PM.PostgridWebhookController" Apex Classed from the Available Apex Classes to the Enabled Apex Classes and click on "Save"


9. Copy the URL, open the PostGrid Print and Mail Application, and paste the URL under "Public Site URL" on the PostGrid Configuration Page.


10. Copy the Test or Live API key from the PostGrid Dashboard and add the base URL

Base URL: https://api.postgrid.com/print-mail/v1/

Please note that the setup configuration may differ for your Salesforce CRM depending on its specific configuration. If you encounter any issues, please contact your Salesforce Administrator for assistance with the configuration process.