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Easily add text messaging and fax to Salesforce with the global leader in cloud communications. Use Salesforce data and components you know to customize SMS messaging and report on results. The application support inbound and outbound texting.

Workflow

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  1. SF user will compose an SMS / fax using a custom screen inside salesforce. The user will click on the “Send” button, which will trigger the SMS and an “SMS Message” record inside salesforce attached to the entity(contact, lead, or any custom object).

  2. The system will invoke an HTTPS Rest API request to the vendor to send the SMS / fax. Data in-transit will be encrypted using TLS 1.2 or TLS 1.2+ protocol, and data at rest is encrypted using the AES 256 encryption in the vendor system.

  3. The patient/customer will receive the SMS or fax. The message will be transmitted through the customer/patient carrier.

  4. The patient/customer carrier will send the delivery status back to the vendor. The patient/customer can only initiate a new text message.

  5. The vendor will make a webhook(HTTPS) to provide the message delivery status back to salesforce.

Cloud Maven, Inc doesn’t store nor transmit any data using our servers. We don’t have access to the client’s data in-transit or rest.

Data at rest outside salesforce is encrypted using AES 256 encryption. Data is salesforce can be encrypted using the salesforce shield product.

Database Schema - All data will be stored inside salesforce. “SMS Message” can be linked to any object.

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