For healthcare providers, financial institutions, and other regulated enterprises, faxing from Salesforce is about more than sending a document. Every transmission must fit into the correct case, remain traceable from submission through delivery, and be available for reporting and audits without slowing down high-volume business processes in regulated industries.
The Retarus Cloud Fax App for Salesforce, with new version 2.3 now available on Salesforce AgentExchange, embeds secure enterprise faxing into Salesforce Sales Cloud, Service Cloud, and Health Cloud. The connector gives organizations greater control over fax jobs related to diverse objects, like cases. Also, reporting, automation, and integrations make it easier to scale fax throughput across global operations. The new mobile app improves mobile responsive, ease of use, and a new German language pack.
Turn every fax job into a traceable Salesforce record
Each transmission is assigned a unique job ID that connects the fax job, its current status, and its transmission details to the relevant Salesforce record; including Cases, Contacts, Accounts, and custom objects. Service, operations, and compliance teams can follow an individual document from submission through delivery without leaving Salesforce or manually reconciling activity across separate systems.
Granular reports are available for individual transmissions, as well as fax campaigns. Teams can review job-level status details, investigate failed or partially delivered transmissions, and retain the information needed to support internal controls, customer inquiries, and regulatory audits. Clear status messages and suggested actions also help users resolve issues and resend directly from Salesforce when needed.
A global app that adapts to local teams
The Retarus Cloud Fax App for Salesforce is designed for global enterprises and can be adapted to the language needs of teams in different markets. German is the latest available language pack, with additional languages planned as customer requirements evolve. This localized user experience is supported by the same globally redundant Retarus infrastructure, helping multinational organizations deliver consistent, reliable fax workflows across regions and staying GDPR compliant.
A simpler experience wherever work happens
The latest release also improves responsiveness on mobile devices. Users can initiate fax transmissions, review status information, access audit details, and act on failed or partially delivered jobs from Salesforce on their smartphones. The result is a consistent workflow whether employees are at a desk, visiting a customer, or supporting a case remotely.
Combine fax and SMS in the same Salesforce strategy
Organizations can complement document-based fax workflows with the Retarus Enterprise SMS for Salesforce app. While fax supports secure, traceable document exchange, SMS can provide immediate notifications, appointment reminders, confirmations, and time-sensitive follow-ups directly from Salesforce. Used together, the two apps give teams a coordinated way to select the right channel for each step of a customer, patient, or case-management workflow.
Connect reporting, monitoring, and custom workflows
The standard app provides a ready-to-use Salesforce experience, but enterprises are not limited to a standard integration. Retarus can also support custom API connections through MuleSoft, for example, using a GraphQL integration to bring fax data into enterprise reporting and monitoring environments. This gives organizations the flexibility to incorporate job IDs, status information, and transmission data into the systems and dashboards that support their wider operations and compliance processes. Structured status warnings can also be interpreted by AI agents, opening the door to automated exception handling and next-best actions.
Built for regulated, high-volume enterprise communication
By connecting Salesforce directly to the Retarus Cloud Fax infrastructure, organizations can substantially increase throughput compared with manual or capacity-constrained fax processes. Individual jobs, automated workflows, and large fax campaigns can be processed through the same scalable service while teams retain visibility into each transmission.
The service is backed by six Retarus data centers around the world, providing global availability, infrastructure redundancy, and the capacity required for business-critical document exchange. Dedicated Salesforce development specialists and 24/7 support help enterprises deploy and operate the app across complex international environments.
Bring enterprise faxing into your Salesforce workflows
With traceable job IDs, granular reporting, case management, invocable actions, flexible APIs, substantially higher throughput, and globally redundant infrastructure, the Retarus Cloud Fax App turns faxing into an integrated and auditable part of Salesforce.
Ready to see it in action? Visit the Retarus Cloud Fax App on Salesforce AgentExchange to watch a demo video or schedule a personalized demo with our team.
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