Salesforce Automation

Enterprise Salesforce Applications and Integrations

Do more in Salesforce with enterprise apps that simplify operations and enhance workflow efficiency. Concord’s suite of Salesforce applications deliver the reliability and security of Concord Cloud Fax and integrates with any Salesforce cloud solution, including Health Cloud.

Opero, the leading salesforce applications for secure cloud fax, document generation and signatures, now from Concord Technologies

about_concordOpero_circle (1)

Streamline Workflows with Salesforce Automation

Opero Fax

Securely sends and receives faxes in Salesforce

  • HIPAA-compliant, HITRUST, and SOC2-certified Cloud Fax transmission
  • Create efficient business processes leveraging custom objects
  • Ability to mass fax with different automation methods
  • Combine with Opero Documents to create a custom fax

Opero Documents

Transform Salesforce data into dynamic documents

  • Simplify the creation of orders, invoices, and other business documents
  • Create documents with any Salesforce object in PDF, Word, or Google Docs
  • Configure with Opero Signature for an eSignature solution
  • Combine with Opero fax for secure document transmission and tracking
 

Opero Signature

Sends documents for electronic signature from Salesforce

  • Generate and track eSign documents with any object
  • Leverages Google Docs editing and revision tracking features
  • Configure with Opero Documents for document creation
  • Combine with Opero Fax for secure document transmission and tracking

Concord Document Processing

Connect your documents and metadata to Salesforce Health Cloud

  • Setup workflow automation to push documents to Salesforce Health Cloud
  • Leverage OCR extraction to update Salesforce records and rename documents
  • Flexibility to configure straight-through processing or require manual review
  • Maintains document processing timeline for audit history
  • HITRUST, HIPAA, SOC2, and PCI compliant

Boasting a 4.8 star average customer rating

Opero is now a Concord Technologies Company

Scroll to Top