Salesforce solutions from cloudworx

Do you receive documents from your customers as photos, but need PDF files to keep working with them? Do you need to convert images into the right format, crop them, and scale them? All of that is possible — and more.

Our solution for fully automated file conversions is cloudworx.convert. From any format. Into any format.

Whether it’s opportunities from subsidiary accounts or available products on an opportunity: with cloudworx.list, you can display any records as related lists—even if there’s no direct relationship between the objects.

A single list can even reference multiple object relationships at once, allowing you to present complex connections in a clear, contextual way.

On top of that, you can filter related lists by multiple picklist values. This keeps your view precise, tailored, and always aligned with your specific needs.

With cloudworx.chat, you can integrate a chatbot that stores messages in any Salesforce data structure. This allows both your employees and your customers to interact directly via chat. All conversations are captured in Salesforce and can be reviewed by anyone on the team at any time.

Typical use cases include:

Recruiting processes where the entire message exchange is handled directly in Salesforce.

Support requests that are centrally documented and processed further.

Combined with DeepL for Salesforce, incoming and outgoing messages can also be translated automatically.

Want to give your HR, Sales, and Finance teams a hand?
With cloudworx.view, stored PDF files are displayed directly on record pages within your Salesforce environment—without having to download them first.

With our tool, you and your teams can seamlessly embed important documents—such as resumes, reports, invoices, or contracts—into your Salesforce records, making access to relevant information easier for everyone.

How many potential customers visited your website today—without you even knowing?

cloudworx.track automatically identifies the companies behind your website visitors’ IP addresses in real time, directly in Salesforce. Using external data sources such as Apollo.io, it finds the right contacts within those companies—including names, email addresses, and job titles.

That way, you don’t just learn who’s interested in your solution—you also get the contact details your outreach team needs right away. Ideal for targeted, data-driven cold email marketing with maximum relevance.

Thanks to seamless Salesforce integration, you can create matching leads instantly, filter out competitors, and start outreach immediately—without detours.

With cloudworx.calendar, all appointments and events in your team run smoothly. This native Salesforce tool automatically creates, updates, and deletes events—for all standard and custom objects.

All relevant information is pulled directly from the records into the event and becomes instantly visible to every member of the assigned public group. This gives your team full visibility at all times—without having to manually transfer data.

With flexible calendar management and targeted record selection, you decide which information is shared.

The result: Less coordination effort, faster responses, and seamless collaboration across your teams.

Want to capture thoughts, alignments, or call notes right in the relevant record—no typing, no detours, no external tools? With cloudworx.capture, you can record audio in any Salesforce record and have it automatically saved exactly where it belongs.

Just hit start, speak, press stop—and the recording is stored as an audio file under the record’s Files. That way, information doesn’t get lost in personal note apps; it stays available in context. The audio file can also serve as a foundation for follow-up processes—such as transcription, AI analysis, or automated workflows.

Whether it’s a quick voice note after a customer call, a project status update, a support briefing, or a fast reminder in an HR process: cloudworx.capture makes audio documentation in Salesforce as simple as possible.

And it’s all seamlessly integrated into your Salesforce environment—no extra components, no media breaks.

With cloudworx.compose, you can automate the creation of context-based documents directly from your Salesforce data. You choose the target format and stay in full control of both content and design.

Whether it’s Word, Excel, or custom HTML templates: with a single click, you generate production-ready documents tailored to your Salesforce records. You can export them in the original format or as a PDF. The content is immediately usable and fully synced with your Salesforce data.

cloudworx.compose not only supports automated output, but also the dynamic adaptation of your templates. Text, tables, logos, and images are inserted based on the relevant context. You can also automatically append additional PDF documents to your main document.

Everything runs fully automated, directly from your Salesforce process, and in real time.

Price: €15 per user / month