Author Archive

International Fax Page Rates

 

Country Code Location USD
1 USA $0.15
7 Russia $0.15
20 Egypt $0.37
27 South Africa $0.15
30 Greece $0.15
30 Greece Mobile / Prem $1.08
31 Netherlands $0.15
31 Netherlands Mobile / Prem $1.08
32 Belgium $0.15
32 Belgium Mobile / Prem $1.08
33 France $0.15
33 France Mobile / Prem $1.08
34 Spain $0.15
36 Hungary $0.15
36 Hungary Mobile / Prem $1.08
39 Italy $0.15
39 Italy Mobile / Prem $1.08
40 Romania $0.22
41 Switzerland $0.15
41 Switzerland Mobile / Prem $1.08
43 Austria $0.15
43 Austria Mobile / Prem $1.08
44 United Kingdom $0.15
45 Denmark $0.15
45 Denmark Mobile / Prem $1.08
46 Sweden $0.15
47 Norway $0.15
47 Norway Mobile / Prem $1.08
48 Poland $0.15
48 Poland Mobile / Prem $1.08
49 Germany $0.15
49 Germany Mobile / Prem $1.08
51 Peru $0.70
52 Mexico $0.15
53 Cuba $1.24
54 Argentina $0.15
54 Argentina Mobile / Prem $1.61
55 Brazil $0.15
55 Brazil Mobile / Prem $3.08
56 Chile $0.15
56 Chile Mobile / Prem $1.31
57 Colombia $0.56
58 Venezuela $0.60
60 Malaysia $0.15
61 Australia $0.15
61 Australia Mobile / Prem $1.08
62 Indonesia $0.24
63 Philippines $0.47
64 New Zealand $0.15
64 New Zealand Mobile / Prem $1.08
65 Singapore $0.15
66 Thailand $0.15
73 Kazakstan $1.16
81 Japan $0.15
81 Japan Mobile / Prem $1.83
82 South Korea $0.15
84 Vietnam $0.37
86 China $0.15
86 China Mobile / Prem $1.58
90 Turkey $0.27
91 India $0.37
92 Pakistan $0.37
93 Afghanistan $1.86
94 Sri Lanka $0.37
95 Myanmar $1.94
98 Iran $1.62
212 Morocco $0.88
213 Algeria $0.86
216 Tunisia $0.92
218 Libya $0.86
220 Gambia $1.02
221 Senegal $0.92
222 Mauritania $1.32
223 Mali $1.02
223 Mali Mobile / Prem $0.81
224 Republic of Guinea $1.24
225 Ivory Coast $1.72
226 Burkina Faso $0.84
227 Niger $1.52
228 Togo $1.68
229 Benin $1.08
230 Mauritius $1.01
230 Mauritius Mobile / Prem $1.01
231 Liberia $1.06
232 Sierra Leone $1.44
233 Ghana $1.08
233 Ghana Mobile / Prem $1.41
234 Nigeria $1.30
235 Chad $1.94
236 Central African Republic $1.74
237 Cameroon $0.48
237 Cameroon Mobile / Prem $0.86
238 Cape Verde Island $1.00
240 Equatorial Guinea $2.08
241 Gabon $1.48
242 Congo $1.48
243 Zaire $1.14
244 Angola $1.12
245 Guinea Bissau $1.86
246 Diego Garcia $1.28
247 Ascencion Island $1.54
248 Seychelles $0.89
248 Seychelles Island Mobile / Prem $0.76
249 Sudan $0.95
250 Rwanda $1.62
251 Ethiopia $1.72
252 Somalia $1.82
253 Djibouti $1.58
254 Kenya $1.46
255 Tanzania $0.94
256 Uganda $1.22
257 Burundi $0.58
258 Mozambique $1.04
260 Zambia $0.65
260 Zambia Mobile / Prem $0.37
261 Madagascar $1.52
261 Madagascar Mobile / Prem $1.83
262 Reunion Island $0.67
262 Reunion Island Mobile / Prem $0.86
263 Zimbabwe $1.08
264 Namibia $1.16
265 Malawi $1.00
266 Lesotho $1.38
267 Botswana $1.08
268 Swaziland $0.82
290 St. Helena $1.66
291 Eritrea $1.98
298 Faroe Island $0.74
299 Greenland $0.72
339 Monaco $0.22
346 Spain Mobile / Prem $1.08
350 Gibraltar $0.80
351 Portugal $0.15
351 Portugal Mobile / Prem $1.08
352 Luxembourg $0.15
353 Ireland $0.15
354 Iceland $0.15
355 Albania $0.84
356 Malta $0.28
357 Cyprus $0.15
358 Finland $0.15
358 Finland Mobile / Prem $1.08
359 Bulgaria $0.15
359 Bulgaria Mobile / Prem $1.08
370 Lithuania $0.27
371 Latvia $0.27
372 Estonia $0.15
373 Moldova $0.28
374 Armenia $1.28
375 Belarus $0.90
376 Andora $0.56
377 Monaco $0.22
378 San Marino $0.74
380 Ukraine $0.24
381 Yugoslavia $0.82
385 Croatia $0.15
386 Slovenia $0.22
386 Slovenia Mobile / Prem $8.08
387 Bosnia-Herzegovina $0.42
389 Macedonia $0.30
420 Czech Republic $0.15
420 Czech Republic Mobile / Prem $1.41
421 Slovak Republic $0.18
421 Slovak Republic Mobile / Prem $1.41
423 Liechtenstein $0.15
427 Slovak Republic $0.26
428 Slovak Republic $0.26
429 Slovak Republic $0.26
500 Falkland Island $1.48
501 Belize $1.30
501 Belize Mobile / Prem $0.88
502 Guatemala $1.02
502 Guatemala Mobile / Prem $2.13
503 El Salvador $1.02
504 Honduras $1.04
505 Nicaragua $1.14
505 Nicaragua Mobile / Prem $1.51
506 Costa Rica $0.98
506 Costa Rica Mobile / Prem $1.41
507 Panama $1.14
508 St. Pierre & Miquelon $0.62
509 Haiti $1.16
573 Colombia Mobile / Prem $1.08
590 Guadeloupe $0.88
591 Bolivia $1.30
592 Guyana $2.74
593 Ecuador $1.16
594 French Guiana $1.66
594 French Guiana Mobile / Prem $1.96
595 Paraguay $1.34
596 Martinique $0.82
597 Suriname $1.42
597 Suriname Mobile / Prem $1.42
598 Uruguay $1.23
599 Netherlands Antilles $0.70
599 Netherlands Antilles Mobile / Prem $1.08
601 Malaysia Mobile / Prem $2.08
659 Singapore Mobile / Prem $1.08
670 Marina Island $0.98
673 Brunei $0.19
673 Brunei Mobile / Prem $1.08
674 Nauru $1.48
675 Papua New Guinea $0.88
676 Tonga $1.86
677 Solomon Islands $1.32
678 Vanuatu $1.26
679 Fiji Islands $1.18
680 Palau $1.60
681 Wallis & Futuna $0.68
682 Cook Island $1.94
683 Niue Island $2.04
684 American Samoa $1.18
685 Western Samoa $1.34
686 Kiribati $1.78
687 New Caledonia $1.38
688 Tuvalu $1.26
689 French Polynesia $1.38
691 Micronesia $1.68
692 Marshall Islands $0.96
733 Russia-Kyrgyzstan $1.14
737 Russia-Tajikistan $1.00
850 North Korea $1.77
852 Hong Kong $0.15
852 Hong Kong Mobile / Prem $1.08
853 Macau $0.24
855 Cambodia $0.37
856 Laos $0.27
870 Inmarsat $5.08
871 Inmarsat-Atlantic Ocean East $14.08
872 Inmarsat-Pacific Ocean $14.08
873 Inmarsat-Indian Ocean $14.08
874 Inmarsat-Atlantic Ocean West $14.08
880 Bangladesh $0.27
886 Taiwan $0.15
960 Maldives $1.48
961 Lebanon $0.37
962 Jordan $0.37
963 Syria $0.37
964 Iraq $1.86
965 Kuwait $1.46
965 Kuwait Mobile / Prem $2.08
966 Saudi Arabia $0.37
966 Saudi Arabia Mobile / Prem $0.85
967 Yemen $1.48
968 Oman $1.64
970 Palestine $0.15
971 United Arab Emirates $0.44
972 Israel $0.15
972 Israel Mobile / Prem $3.08
973 Bahrain $0.39
974 Qatar $0.50
974 Qatar Mobile / Prem $1.40
975 Bhutan $0.60
976 Mongolia $1.86
977 Nepal $0.50
993 Turkmenistan $1.28
994 Azerbaijan $0.86
995 Georgia $0.48
996 Kyrgyzstan $0.56
996 Kyrgyzstan Mobile / Prem $1.08
998 Uzbekistan $1.30
1242 Bahamas $0.54
1246 Barbados $1.02
1264 Anguilla $0.96
1268 Antigua and Barbuda $0.96
1284 British Virgin Islands $0.74
1340 U.S. Virgin Islands $0.26
1345 Cayman Islands $0.86
1441 Bermuda $0.60
1473 Grenada $1.06
1649 Turks & Caicos Islands $0.98
1671 Guam $0.38
1758 St. Lucia $1.14
1767 Dominica $1.08
1784 St. Vincent & Grenadines $1.22
1787 Puerto Rico $0.26
1809 Dominican Republic $0.29
1809 Dominican Republic Mobile / Prem $0.54
1868 Trinidad & Tobago $0.15
1869 St. Kitts & Nevis $1.00
1876 Jamaica $1.18
2012 Egypt Mobile / Prem $1.71
2218 Senegal Mobile / Prem $0.92
2268 Burkina Faso Mobile / Prem $0.57
2557 Tanzania Mobile / Prem $1.00
2696 Mayotte Island $1.86
2697 Comoro Island $1.72
2975 Aruba $0.56
2978 Aruba $0.56
2979 Aruba Mobile / Prem $0.48
3538 Ireland Mobile / Prem $1.08
3548 Iceland Mobile / Prem $1.08
5038 El Salvador Mobile / Prem $1.51
5399 Guantanamo Bay $1.08
5924 Guyana Mobile / Prem $1.02
5928 Guyana Mobile / Prem $1.02
5939 Ecuador Mobile / Prem $1.51
6033 Malaysia Mobile / Prem $2.08
6424 Antarctica-Scott $0.82
6702 Saipan $0.92
6722 Cocos Island $0.56
6723 Norfolk Island $0.96
6724 Christmas Island $0.98
7375 Russia-Uzbekistan $1.30
7885 Russia-Armenia $1.28
8551 Cambodia Mobile / Prem $2.81
8801 Bangladesh Mobile / Prem $3.08
9198 India Mobile / Prem $2.41
9613 Lebanon Mobile / Prem $3.08
9662 Saudi Arabia Jeddah $0.27
18096 Trinidad & Tobago $1.18
23912 Sao Tome $2.04
24912 Sudan Mobile / Prem $0.70
35468 Iceland Mobile / Prem $1.08
35469 Iceland Mobile / Prem $1.08
37321 Moldova Mobile / Prem $0.51
38951 Macedonia Mobile / Prem $1.02
44845 United Kingdom Mobile / Prem $0.55
44870 United Kingdom Mobile / Prem $0.55
44871 United Kingdom Mobile / Prem $0.55
59112 Bolivia Mobile / Prem $2.08
59115 Bolivia Mobile / Prem $2.08
67913 Fiji Islands Mobile / Prem $1.01
96279 Jordan Mobile / Prem $1.58
97339 Bahrain Mobile / Prem $0.72
97517 Bhutan Mobile / Prem $0.57
3966982 Vatican City $0.62
99528205 Georgia Mobile / Prem $0.56

Receiving Faxes

What happens when the A5 Fax app receives faxes?

  1. When faxes are sent to your fax number, they are automatically inserted into Salesforce as a Received Fax record. For related objects, the record shows in the Received Fax related list.
  2. The fax is attached to the Received Fax record as a PDF file (PDF is the only allowed format for received faxes). A JPEG attachment in Preview Fax field shows a preview image of the fax received. You can also click the “View Fax” hyperlink to open the fax attachment.
  3. The default status is “Received” and the Received Date is recorded.
  4. The sender’s fax number is recorded in the Sent Fax record. If you’d like to auto relate the Received Fax record to an existing record in Salesforce, create an Apex trigger to match the sender’s fax number with an existing record in Salesforce.
  5. If a barcode is on the Received Fax, the app will attempt to match the Received Fax with the original Sent Fax that was sent with the barcode.  If a match is found, the Sent Fax lookup field will be populated.

Pass Values to Send Fax Page with Custom Button

  1. You can override and set default values of the fields on the Send Fax screen.
  2. While sending faxes manually you currently have to either go to the Send Fax tab or click a button “Send Fax” under related list “Sent Faxes” on the object that it’s related to.
  3. You can create your own custom button that will pass the values needed to send a fax from the object. This may save you a few clicks, so you don’t have to select Fax number manually.
    1. For example: if you need to specify what field on the Contact to always use for faxing (there’s a few options that you typically select from dropdown: business fax, mobile phone etc.)
  4. Go to Send Fax tab. You should be able to see a URL in the following format: https://efaxapp.na30.visual.force.com/apex/SendFaxManually?sfdc.tabName=01r36000000Q7nF (where “tabName” will equal to unique ID for your org).
  5. Copy this URL  to clipboard. Go to Setup and create a new Button on the Master object you want to be sending the faxes from.
  6. Paste the URL from clipboard into the button edit area.
  7. Now you can add multiple variables to URL to indicate Recipient and Fax field and Org Fax Number that you always want to use in the following format: /apex/efaxapp__SendFaxManually?sfdc.tabName=01r36000000Q7nF&recipientid=Record ID&faxfield=Fax Field&orgfaxnumber=8444430082

    1. Record ID – you can replace this with a merged ID field of the object that will be set as a recipient (it can be your Master record Id field or any other record Id, as long as this is a lookup field on Master object) or an actual ID of specific record if needed.
      1. For example: we are creating a button on Contact and want to send fax to this contact, then recipientid={!Contact.Id}.
      2. If we are creating a button on Opportunity but want the Recipient to be set to Primary Contact (which is a lookup field to Contact on Opportunity), then recipientid={!Opportunity.Primary_ContactId__c}
      3. Note: when you create a lookup field on objects, Salesforce will automatically add the field for lookup record ID in the available merge field dropdown in button edit window. For example: if you create a lookup field to Contact on Opportunity called Primary Contact, then when you merge the fields into button code you will have an option to merge Primary Contact (merges first and last name) and Primary Contact ID (merges id). 
    2. Fax Field will be a merged field of the Fax field from the master object OR object that you set for Recipient.
      1. For example: if we selected Primary Contact (lookup to Contact) on Opportunity as a recipient, we will set the faxfield to API name of fax field we want to use from Contact object. We want to use a custom field Office Fax that is a field on Contact, then faxfield=Office_Fax__c
    3. Sent Fax Relationship – API name of the lookup field on the Sent Fax object that will be used to relate the Sent Fax record to a target object. The field type must be lookup to the same object which we are using to send the fax to, e.g. if we are faxing to a contact, we must use the Sent Fax’s built-in Contact field, or any other custom field that is a lookup to Contact object. Correct format is: sentfaxrelationship=efaxapp__Contact__c (if it is the built-in Contact lookup), or sentfaxrelationship=Fax_Contact__c (for a custom Contact lookup of your choice).
    4. Fax Number is a number to send the fax to. For example: faxnumber=3331112222.
    5. Org Fax Number is also an option by adding this variable in the URL parameters: orgfaxnumber=8444430082 where the number is the fax number assigned to your org and only the numbers without any other characters.  You would only use this if you had more than one fax number.
    6. Document Id is the Id of the document you wish to fax. It’s possible to send attachment, file, and document types. You can pass it a hardcoded Id if you always want to use the same document, or a merge field code, e.g. documentid={!Attachment.Id}.
    7. Barcode Position Left – if barcode feature is enabled,  this parameter is used to pass a value that will specify how many pixels will the barcode be placed away from the left edge of the document. It’s supposed to be an integer. The format is as follows: barcodepositionleft=100.
    8. Barcode Position Top – if barcode feature is enabled,  this parameter is used to pass a value that will specify how many pixels will the barcode be placed away from the top edge of the document. It’s supposed to be an integer. The format is as follows: barcodepositiontop=70.
    9. Barcode Size Width – if barcode feature is enabled,  this parameter is used to pass a value that will specify how many pixels will the barcode be wide on the document. It’s supposed to be an integer. The format is as follows: barcodesizewidth=50.
    10. In the end the button code we built will look like this:
      1. https://efaxapp.na30.visual.force.com/apex/SendFaxManually?sfdc.tabName=01r36000000Q7nF&recipientid={!Opportunity.Primary_ContactId__c}&faxfield=Office_Fax__c&sentfaxrelationship=Contact__c&faxnumber=3331112222&orgfaxnumber=8444430082&documentid={!Attachment.Id}&barcodepositionleft=100&barcodepositiontop=70&barcodesizewidth=50
  8. You don’t have to specify all of these parameters and you don’t have to specify them in this exact order. You can also replace the merged fields with actual Id’s of specific record if you have a need for it. You can use this strategy in custom buttons, links, or internal email templates (you need to be able to log in to Salesforce to send fax).

Export Fax Records from A5 Fax

If you need to export your fax data outside of Salesforce or from the A5 Fax application, you can can use Data Loader to export data from SF.

Also under Setup, Data Export you can create a backup of data and select attachments. It is important to know when you want attachments specifically of received faxes or sent faxes depending on what you are doing with the data afterwards. All the data is available but you need to know how to work with it depending on what you are doing. There are other tools probably for helping with this and can search AppExchange for “data export”or “data backup.”

Assign a group of users to process incoming faxes

We have several groups of users who process incoming faxes. We are hoping to be able to assign received faxes to groups of users instead of just individual users. I know this can be done with tasks in Salesforce by assigning them to queues. How can received faxes be assigned to queues rather than just a single user?

Solution: 
You can create a Queue for the Received Fax object and assign a queue as the owner of the record instead of a user. You should also consider why you need to create a group for incoming faxes, for example determine if different types of faxes are going to certain group. Rather than creating a queue for assigned user group, you could have one list view of faxes that need to be processed and users process the incoming faxes from the list view, for example.

If you need more guidance on how to create this process or if you would like us to configure it for you, we offer premium support as a paid service.

About OCR Technology

When a customer/patient faxes us a completed form, we want the data within the received fax to be automatically entered into Salesforce rather than a staff member entering that data manually into Salesforce. What are our options to set this up?

Solution:
You can configure what is called OCR (Optical Character Recognition) technology to read PDFs received from faxes. A5 Fax will get the PDF into SF. You would need to use another application or software or custom code to process that PDF with OCR technology to read the values on the PDF. Depending on your form and what you are reading, you can get better results and there are a few options around this. There is some dev effort to build this and you can certainly get great efficiencies when you have a high quantity of records and the received fax is consistent. We recommend to test out some example PDF forms you would want to read data from with different services to see how well they read them. One example is https://docparser.com/blog/pdf-salesforce-integration/ or Google has an API: https://cloud.google.com/vision/docs/ocr . There are other options depending on what works best for you.

You can also setup a Console view in Salesforce to best go through a list of unprocessed received faxes and you click a received fax record in top frame and loads the fax PDF in the large frame below and then and easily update the related record fields you define in the left frame. This process allows for quick viewing and updating of records to create an efficient process of manual review. You need to do some analysis of the accuracy of OCR and the cost to get setup and decide what makes sense. Let support know if you may want some assistance to talk through process or help you get it setup with paid premium support.

Move A5 Fax Activation to a New Salesforce Org

If you have the A5 Fax app configured in one Salesforce org and you need to move the activation over to a new Salesforce Org, you will need to do the following steps:

  1. Install A5 Fax app into new Salesforce org(s) from AppExchange.
  2. Go to fax configuration tab and click “grant access” to authorize the app. Only one active Salesforce user needs to authorize the app for all users. Usually this is an admin user or user that will have proper permissions to installed components and any other fax processes in place.
  3. Create a case to A5 Apps support saying that you want your activation moved over to a new Salesforce org (provide the old org ID, the new org ID, and if you want the same fax number(s) moved over to the new org that were assigned in previous org).

If you have configurations or any automation setup in previous org and you want to deploy the data and processes over to new org, please note following steps:

  1. If you are deploying from a Sandbox to Production org, you can create a change set in Sandbox with the configurations you made around the fax app and then deploy it to Production.
  2. Optionally if moving to another org, you could create a Unmanaged Package and put the configuration components you made around the A5 Fax app into the Package, then using the install link and you can install that package into the new org.
  3. A third option is that you can manually re-create the same configurations in the new org that were in the old org.
  4. If you want to migrate the Sent Fax and Received Fax records that were in the old org into new org, you can use Data Loader to do a data migration.
  5. Usual configurations to consider: Custom Fields on Sent Fax and Received Fax objects, custom buttons, Process Builders, workflows that execute faxing operations, and custom field settings configured under Fax Configuration tab.

Setup a Fax Forward

If you need to forward your incoming faxes to another fax number you can configure this as described below. Note that you will be charged for the received fax pages as well as the forwarded sent fax pages.

  1. Create a field on Received Fax object called “Fax Attachment ID”, a formula text field with formula: Right(efaxapp__Fax_URL__c,18)
  2. Create a lookup field on Sent Fax called “Fax Forwarded”, a lookup to Received Fax object. This is optional but would allow you to see which fax was forwarded from sent fax.
  3. Create a process builder on Received Fax called “Forward Fax” when record created and Status is “Received” and Fax URL is not null and Sent To equals the fax number receiving the fax you want to forward. The immediate action should be to create a record in Sent Fax object:
    Attachment ID = field reference to Received Fax.Fax Attachment ID
    Fax Number = string type, type the fax number you want to forward to. Or could configure a formula or field to merge.
    Send Date = insert function Now()
    Subject = as you desire, but suggest the Record ID of the received fax.
    Status = Sending
    Sent With Out Message = True
    Fax Forwarded = field reference type, the record ID of the received fax.
  4. Ensure that the Outbound Message “Send Fax Attachment” related Workflow is active.
  5. Give it a test by sending a fax into the org on the matching fax number.

Sent Fax stuck in “Sending” status

Reasons a sent fax could be stuck in Sending status:

  1. Authorization The admin user may need to re-authorize the app under Fax Configuration tab. There are several reasons as to why you would need to refresh authorization, for example when there is a change in authorized user, anything in your faxing process/Salesforce has changed, an org refresh, or updated package install. After you do this step, Sent Fax records will either start to be sent within 24 hour period or you may need to recreate the sent fax records after refreshing authorization. If you receive an error message when trying to authorize the app that refers to “this site cannot be reached”, please review this article to resolve.
  2. Permission Issue – If a fax is getting stuck in Sending status for no apparent reason, it could be a permission issue.
    1. Files/Documents Permission Issue – See this article for steps to resolve.
    2. User Permission Issue – Each user that is sending a fax needs proper access to Sent Fax, Received Fax and any other objects/fields being used in faxing process, and needs to have a profile permission Send Outbound Messages enabled. This permission is located in Setup > Users > Profiles > your target profile > System Permissions System, and under System while in System Permissions.
  3. Automation/Inactive User –If you have configured an automatic process for faxing (using process builder, flow, apex, or any other means of automation), and sent faxes are stuck in Sending status, you should check if the running user is active. It is possible that one user may be set as a default user for the specific automation, and it got deactivated. Also, check for a permission issue (#2). If you would like assistance to review automation setup, we offer app premium support as a service.
  4. API Call Limit – You may have hit your daily API call limit. Go to Setup > Company Settings > Company Information > Show API Requests > Last 24 Hours. See what the limit is and see if you went past it. If you did, you will need to wait till your 24 hour mark is over to start with new limit. You can submit case to Salesforce to increase your daily API call limit if needed.

Create a Lightning Action to Send a Fax

You have the option to create a Lightning Action to send a fax with predefined values if you would like rather than using another automation method in this article to create a sent fax record. The Lightning Action could be used to save some manual steps when sending a fax and would not be used for mass document generation as you still need to click the button from record. 

Here are a few example use cases you could use a Lightning Action for:

  1. Sending same PDF file to many customers: If you have the same PDF document that you need to fax to many customers and would like to save some manual steps in sending the fax recipient this document. For example this same existing PDF you need to send to your customers or prospects could be a Non Disclosure Agreement (NDA) or W-9 form that you need to fax them.
  2. Re-sending a Non Delivered Fax: If you have a sent fax record that was “not delivered” due to ringing timing out or maybe fax machine off, you could create a Lightning actually to resend another fax to with the same details. It is important to note that you would only use this if the fax number was correct and no other changes need to be made with the sent fax record created. Make sure you have “detailed fax status” field on your sent fax page layout so in the case a fax fails and changes to “not delivered” the detailed fax status field will give you more information for why the fax was not delivered.

How to create a Lightning Action to send a fax:

  1. Go to Setup, and the object you want the button/action on.
  2. Go to buttons/actions from page layout related list. Then create New Lightning action.
  3. Add pre-defined field values for mapping fields to the sent fax record on the the Lightning Action. You will select the sent fax field from drop down list when adding a pre-defined value and then use formula editor/syntax to add the field. Some pre-defined fields are required to create the sent fax and some are optional.
  4. The required Pre-defined fields for sent fax record from related object are:
    1. Attachment ID (Text field type). This is related attachment ID you will use to send the same document in Lightning Action. For example, this can be an existing File or Document that is uploaded in your Salesforce. When looking at the Document record, there will be the unique document ID in the URL. For example URL of  could be: https://na82.salesforce.com/0151R000005BPYW and the document ID you would paste into the pre-defined field value to send same PDF file each time would be:0151R000005BPYW.
      1. Another option for Attachment ID is that the attachment could be getting generated through a document generation tool like A5 Documents app. You can then have a field on your related object that stores that latest attachment ID on the record. Then you can merge this attachment ID field into the predefined field value on sent fax Lightning Action.
    2. Fax Number (Phone number field type). This is the fax number field that is the fax number you will be sending fax too.
    3. Organization Fax Number (Phone number field type). This is your assigned default organization fax number that you are sending fax from. The format for display of number should have no spaces or special characters. For example fax number format for this pre defined field should be: 8667779999.
    4. Send Date (Date/time field type). Important to use “Send Date” pre-defined field and not the Sent Date. Formula used is Now().
    5. Sent with Outbound Message (Checkbox field type marked True). You can detail a message that you want to display after the sent fax record is created.
    6. Status (Picklist with status of Sending). After sent fax record is created, it will start in status of Sending. After fax is delivered, it will change to “Delivered” status on sent fax record.
    7. Subject (Text field type) – this is the subject of the fax. You can add merge fields here from the related object using formula editor, for example, could be Account name merge field.

If you need more guidance on how to create this process or if you would like us to configure it for you, we offer premium support as a paid service.