Send a confirmation page back to fax sender

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 Opero 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.