When we receive a fax, we would like the fax sender to receive a confirmation page back from us detailing date/time received and number of pages.

Solution:

When a fax is received, a Received Fax record is created in Salesforce. If you want to email or fax a confirmation page to the sender with details of the fax like date/time, number of pages or any specific customer data for that fax, you can set up automation based on a Received Fax record being created.

To send an email from Salesforce, the received fax record would need to be related to a record that has an email address and you could make that part of the criteria.

If you want to fax a customized confirmation page to the sender with details of the fax like date/time, number of pages or any specific customer data for that fax, you would need to combine with a document generation tool such as A5 Documents to create a customized PDF with a template that contains merge fields from the Received Fax record. You can configure fax automation to auto fax the PDF document once it is generated.

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.