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.
Streamline Workflows with Salesforce Automation
Securely sends and receives faxes in Salesforce
• HIPAA-compliant, and SOC2-certified Cloud Fax transmission
• Create efficient business processes leveraging custom objects
• Ability to mass fax with different automation methods
• Combine with Concord Documents to create a custom fax
Concord
Cloud Fax
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 Concord Signature for an eSignature solution
• Combine with Concord fax for secure document transmission and tracking
Concord Documents
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 Conord Documents for document creation
• Combine with Concord Fax for secure document transmission and tracking
Concord
Signature
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
• HIPAA, SOC2, and PCI compliant
