Receiving Faxes
What happens when the Opero Fax app receives faxes?
- 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.
- 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.
- The default status is “Received” and the Received Date is recorded.
- 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 a Flow or an Apex trigger to match the sender’s fax number with an existing record in Salesforce.
- 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. If the original Sent Fax has a lookup relationship and you would like to relate the Received Fax record to this same record, create a Flow or an Apex trigger to populate this lookup relationship.