Triggers whenever a new case is created in your account.
New Contact
Triggers upon the creation of a new contact.
New Event
Triggers upon the creation of a new event.
New Lead
Triggers the moment there is a new lead in your account.
New Opportunity
Triggers upon the creation of a new opportunity.
New Product
Triggers upon the creation of a new product.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
New Task
Triggers whenever a new task is created in your account.
Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Create Attachment
Create a new attachment (max 25 mb)
Create Contact
Create a new contact.
Create Custom Object
Create a new custom object as per your choice.
Create Event
Create a new event.
Create Lead
Create a new lead.
Create Opportunity
Create a new opportunity.
Create Record
Creates a record.
Update Contact
Update an existing contact.
Update Record
Updates a existing record.
Send Promotional SMS
Sends Promotional SMS to a set of specified phone numbers.
Send Transactional SMS
Sends transactional SMS to specified phone number.
It is strictly prohibited to exploit SMS notification for promotional/marketing uses. It must be used for notification purposes only - as a transactional SMS.
New Account
Triggers the moment a new account is created.
New Attachment
Triggers when a new attachment is created.
New Case
Triggers whenever a new case is created in your account.
New Contact
Triggers upon the creation of a new contact.
New Event
Triggers upon the creation of a new event.
New Lead
Triggers the moment there is a new lead in your account.
New Opportunity
Triggers upon the creation of a new opportunity.
New Product
Triggers upon the creation of a new product.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
New Task
Triggers whenever a new task is created in your account.
Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Create Attachment
Create a new attachment (max 25 mb)
Create Contact
Create a new contact.
Create Custom Object
Create a new custom object as per your choice.
Create Event
Create a new event.
Create Lead
Create a new lead.
Create Opportunity
Create a new opportunity.
Create Record
Creates a record.
Update Contact
Update an existing contact.
Update Record
Updates a existing record.
Send Promotional SMS
Sends Promotional SMS to a set of specified phone numbers.
Send Transactional SMS
Sends transactional SMS to specified phone number.
It is strictly prohibited to exploit SMS notification for promotional/marketing uses. It must be used for notification purposes only - as a transactional SMS.
Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
What Is BulkGate?
BulkGate is a messaging platform that lets you engage with your consumers by SMS and other methods from anywhere in the world.
How Salesforce and BulkGate Integrations Work?
The integration between Salesforce and BulkGate is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
Connection Establishment: The first step is establishing a secure connection between Salesforce and BulkGate. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
Is the Integration Between Salesforce and BulkGate secure?
While assessing the security of integrating Salesforce with BulkGate, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Salesforce-BulkGate integration:
Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
Data Storage Security: This ensures that the databases or storage systems used by Salesforce and BulkGate integration have adequate security measures.
User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
Page reviewed by Abhinav Girdhar | Last Updated on January 12, 2025, 7:57 pm
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