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Documentation / Knowledge Base
Configuration
Start Here: Basic Configuration
Pass Values to Send Fax Page with Custom Button
Fax Automation
Configure a Custom Cover Sheet
Barcode Feature
Using the App
Demo Video
Receiving Faxes
Send a Fax Manually
Sent Fax Object and Fields
About the App
Package Release Notes
Opero Fax HIPAA Statement
International Fax Page Rates
Faxing Speeds
Manage Your Subscription
Activate Your Opero Fax Account
Porting Fax Lines
Move Opero Fax Activation to a New Salesforce Org
Updating Method of Payment for Opero Fax app
Grant Login Access to Opero Support
Cancel Your Subscription
Use Cases
Create a Case when a new fax is received
Sending faxes to recipients outside of Salesforce
Sending a fax to multiple fax numbers
Test Fax Automation Without Actually Faxing
Create a Lightning Action to Send a Fax
Setup a Fax Forward
Assign a group of users to process incoming faxes
Send a confirmation page back to fax sender
Resending Failed Faxes
Migrate Sent Fax Records
Configure Faxes for Health Cloud
Batch Document Generation and Faxing
Error Troubleshooting
Detailed Fax Status’ (Reason for Not Delivered/Failed Fax on Sent Fax Records)
Error Message: The upsert operation is not allowed because the sObject is not accessible for the running user/context.
Error Message: “Unable to login to your organization” or "Cannot Access Org"
Error Message: This site cannot be reached, fax.ramseysolutions.com
Troubleshoot Failed Apex Automation
Error occurred on sending fax. UserName, Password or IP Address failed login validation.
Sent Fax stuck in "Sending" status
Error occurred on sending fax: the length of the value is 1, but the required minimum is 5
Error occurred on updating delivery status of Sent Fax record: invalid cross reference id
Insufficient Privileges: You do not have the level of of access necessary to perform the operation you requested
Error: Your org may be locked out for external API calls.
Error: System.ListException: Row with duplicate Name at index 1