SimpleFax for Salesforce

Send and Receive Faxes Directly from Salesforce

SimpleFax seamlessly integrates faxing capabilities into your Salesforce org, allowing you to send and track faxes directly from your records.

Key Features

• Send faxes from any Salesforce record
• Track fax delivery status in real-time
• Store fax documents securely in Salesforce Files
• View detailed fax history and analytics
• Receive inbound faxes as Salesforce records

Getting Started

1. Installation
   • Install SimpleFax from the AppExchange
   • A SimpleFax account is required
2. Configuration
   • Enter your SimpleFax API credentials in Setup
   • Configure your fax number(s)
   • Map fax records to your Salesforce objects

Sending Your First Fax

1. Navigate to any record (Account, Contact, etc.)
2. Upload your document as a Salesforce File
3. Click the "Send Fax" button
4. Enter the recipient's fax number
5. Click Send

Tracking Fax Status

Each fax is tracked with the following statuses:

• Queued: Fax is ready to send
• Sending: Currently being transmitted
• Delivered: Successfully received
• Failed: Transmission failed (with reason)

Setup Tips

• Assign appropriate permissions to users via Permission Sets
• Test your configuration with the included Validator
• Set up automation using Flow Builder
• Configure alerts for failed faxes

Best Practices

• Use PDF format for best results
• Keep files under 20MB
• Include cover pages for external recipients
• Set up backup delivery notifications

Supported Objects

Out of the box support for:

• Accounts
• Contacts
• Leads
• Opportunities
• Custom Objects (via configuration)

Flow Builder Actions

Available actions:

• Send Fax

Reporting

Built-in reports and dashboards show:

• Fax volume trends
• Success/failure rates
• Department usage

Security & Compliance

• HIPAA compliant transmission
• End-to-end encryption
• Audit logging

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Need help? Visit our Support Portal or contact your account representative.