Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
CloudCollect
Track and Collect Debt
- Industries
- Financial ServicesGovernmentHealthcare & Life Sciences
- Business Need
- Customer ServiceAccounting
- Requires
- Sales CloudService CloudPlatform CloudExperience CloudFinancial Services CloudHealth CloudGovernment CloudManufacturing CloudNonprofit Solutions
CloudCollect is a collections management solution that implements industry best practices and provides collectors with the power to manage the entire collections cycle via a single application. Built-in CTI integration enhances your teams' productivity.

Watch Video
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales CloudService CloudPlatform CloudExperience CloudFinancial Services CloudHealth CloudGovernment CloudManufacturing CloudNonprofit Solutions
- Salesforce Editions
- EnterpriseUnlimited
App Details
- Version
- CloudCollect/Spring 2021 1.4.0
- Listed On
- 09/15/2009
- Latest Release
- 04/20/2021
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 4Custom Tabs: 4Custom Apps: 1
- Lightning Components
- Global: 0App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
Mastering debt collection has become more important than ever. Successful companies manage their collections process with a repeatable and systematic workflow that documents critical information. At the same time this process needs to allow collectors enough flexibility for their own account management strategies. Collectors should be supported in documenting account activities throughout the collections cycle and providing them with automatic reminders when to take action. Additionally, they have to manage payment promises and customer calls with up-to-date customer call notes and billing information. CloudCollect is a collections management solution that implements industry best practices and provides collectors with the power to manage the collections cycle via a single application. It is based on the leading cloud computing platform from salesforce.com and provides seamless integration of collections with on-demand customer care, billing, and more, all from within a single interface. Built-in CTI integration enhances the productivity of the collections team with automatic dialing, call distribution as well as logging of call information directly in the collections system.
Need help?
West Coast Consulting Group
San Francisco, CA
Premium Support Available at additional cost.