Enable Integrations or automations with these events of Salesforce and scalr
Triggers when a new Contact is created.
Triggers when a new Lead is created.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Triggers when a new Attachment is added to a case.
Triggers when a new task is created.
Adds an existing contact to an existing campaign.
Adds an existing lead to an existing campaign.
Creates a new attachment (max 25MB).
Creates a new contact.
Creates a new note and links it to a parent record
Updates an existing contact in Salesforce.
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To start, connect both your Salesforce and scalr accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesforce triggers actions in scalr (or vice versa).
Absolutely. You can customize how Salesforce data is recorded in scalr. This includes choosing which data fields go into which fields of scalr, setting up custom formats, and filtering out unwanted information.
The data sync between Salesforce and scalr typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Salesforce and scalr. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
Learn MoreScalr Cloud Management Platform offers a unified API and web interface for developers and IT users to access and manage infrastructure resources distributed across numerous public and private clouds, such as Amazon Web Services and OpenStack. Scalr delivers the balance required between development autonomy and IT control.
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