Blog posts about Fax and Voice

The integration between Salesforce and RightFax enables organizations to streamline their fax processes and improve productivity. Here is how the integration works:

1. Integration Set-Up: The integration between Salesforce and RightFax requires the installation of a connector, which can be purchased from OpenText or a RightFax reseller. The connector links the two platforms and allows for the transfer of information between them.
2. Data Transfer: Once the connector is installed, data can be transferred automatically between Salesforce and RightFax. For example, when a new lead is created in Salesforce, the information can be automatically sent to RightFax and used to create a new fax cover sheet.
3. Faxing from Salesforce: With the integration in place, users can send faxes directly from the Salesforce platform. They can select a recipient from the Salesforce database, attach a document, and send the fax without ever leaving the Salesforce platform.
4. Fax Receiving: Received faxes can be automatically routed to the appropriate Salesforce records. For example, a fax received from a customer can be automatically associated with the customer’s record in Salesforce.
5. Document Management: The integration also enables users to manage fax documents within Salesforce. Faxes can be stored as attachments to Salesforce records, making it easy for users to access and manage fax information.

In conclusion, the integration between Salesforce and RightFax enables organizations to streamline their fax processes and improve productivity by automating the transfer of information between the two platforms, enabling faxing from within Salesforce, automatically routing received faxes to the appropriate records, and managing fax documents within Salesforce.