The barcode included on the sent fax represents the Salesforce ID of the sent fax record it was sent from. When the fax is received we read the barcode and get that salesforce id of the sent fax record then update the lookup field for the sent fax. Then if there is another relationship of the sent fax it will populate the same relationship on the matching lookup field.
- You may see an error message returned for ringing time out error or the fax will not be delivered as they have a single fax line with their telco service.
- This means that “a single line fax is a POTS line which means the fax line can only accept 1 call at a time. When someone else tries to send a fax to the destination number it will receive a busy signal because the line is already occupied.
- To resolve, you need to attempt your fax again at a time less busy with the recipient not receiving other faxes at same time. Or the fax recipient needs to discuss the issue with their carrier and request for their fax line not to be a “single” fax line so they can receive more than one fax at once or on a queue.
Yes you can relate Sent Faxes and Received Faxes to any custom or standard object by creating custom lookup fields on the Sent Fax/Received Fax object. More info is in Documentation.
Make sure users have access in their profile or permission sets to Opero Fax app, all related apex, Pages, triggers, Sent Fax object, Received Fax object, and all fields on those objects. If you created any custom lookup fields on the Sent Fax/Received Fax object, make sure users have access to the related object.
Yes, you can do this through modifying permission sets to app components (Custom Objects, Tabs, VisualForce Page, APEX) by going to Setup > Installed Packages > Opero Fax.
Opero Fax can be configured to automatically fax a PDF that gets attached to a record based on a filename pattern. The key is to automate how the PDF gets attached to the record. You can read more about configuring Opero Fax to auto fax an attachment under Opero Fax Configuration Field Settings in documentation.
You can create a Process Builder/Workflow or Apex trigger that can take the fax number from the received fax and look for a matching account/contact with the fax number taking into account formatting of the fax number on account/contact and how that is the same on the received fax. Find matching then update a lookup field they create on the Received Fax object to the Account. Then you would need a Flow or Apex to query for matched Fax and return the ID if there was no inbound fax to start with.
You need to configure the app to generate a PDF with a specific filename and attach it to the record. The filename could start with the word “Fax-” for example. Then configure Opero Fax to auto send the pdf that gets attached under Opero Fax Configuration in Field settings to look for a pdf with a filename that starts with the word “Fax-“.
Yes you can send a fax in Lightning UI and view Sent Faxes and Received Faxes. You will need to create Global Action button for any related list buttons you want available in Lightning experience.
Yes once you activate your Opero Fax account you can request a fax number in your country and local area code or port an existing one over. Since our fax server is in the USA, in order to send faxes to an international number the phone number needs to be 011+Country Code+Fax Number .