Businesses using Salesforce can now fax smarter and faster with the new Retarus Cloud Fax App. This native integration of the Retarus Cloud Fax API is complemented by a UI extension for managing document transmissions, status notifications and reporting seamlessly from Sales, Service and Health Cloud. The app is now available here.
Campaigns, manual transmissions and automated faxing
Create your own Cloud Fax campaigns by freely combining various sources including contacts, accounts, or previously set up Salesforce campaigns. Drag and drop the “Send Fax” component into your Salesforce application to fax critical documents directly from contacts. The Cloud Fax App recognizes automatically whether a fax number exists for a contact, enabling you to easily reach out to accounts which cannot be reached via email campaigns. Monitor the status of every single fax job or campaign directly in Salesforce.
Simplify complex messaging landscapes
Whether distributing marketing campaigns, notifying retailers about product recalls, or sending PHI to health insurers: the Cloud Fax App for Salesforce enables high-volume and high-reliability communication. It’s especially valuable in regulated industries, where secure and traceable document transfer is essential. The package comes with several Flows for individual fax jobs, campaigns and status notification, enabling automation as well as enrichment functions like document personalization. Developers can easily run and deploy new business processes using the Retarus Cloud Fax App for Salesforce.
Security, compliance, and ease of use
As a native Salesforce connector, the Cloud Fax App fits into existing environments seamlessly and without the need for separate software. It is directly connected to Retarus Cloud Fax via REST API, requiring no implementation or integration efforts. The intuitive extension to a familiar UI means users need little training before confidently setting up fax transmissions and campaigns in Salesforce. Businesses in healthcare, banking, insurance and other highly regulated industries can rest easily; all documents are transmitted through SOC 1, SOC 2, and HITRUST* certified Cloud Fax APIs and gateways, ensuring secure and compliant communication.
*US only
Solving the issues of legacy faxing
Many organizations struggle with inefficient, outdated fax solutions. Retarus solves these issues by embedding highly reliable, fully cloud-based faxing directly into Salesforce, thereby streamlining processes, enabling automation, and improving the user experience.
