eFAX Post Installation Guide
- yeshwanth (Deactivated)
- Ashutosh Kumar
Login to your salesforce org where the package is installed.
Search for Custom Setting in Quick Find Box.
Click on Manage of “Data Transfer Settings”.
Create a new “InboundeFAX_Query_Label” (If it is not present).
Enter the details as shown in below picture.
In value section, Enter following query :-
FIND {0} IN ALL FIELDS RETURNING Contact(Name, Id ORDER BY LASTMODIFIEDDATE DESC LIMIT 1) LIMIT 10
(Change Object Name in Query as per requirement)
Now, Go to Custom Settings and Click on Manage of “Features Entitlement“.
Mark the checkbox true for eFax.
Click on save
Go to AmazonS3 configuration and click on Manage.
Create an entry by clicking New button.
Enter the Credentials as shown below.
Click on Save.
Now, Go to Setup and search “Custom Metadata Types” in Quick Find Box.
Click on “Manage Records“ of SMS Configuration.
Click New.
Enter the details as shown below:
For Label, Enter Object name
For UI DropDown Options, Enter the required Fax field. In above picture, the required field is Fax only , if the requirement is of more than one field, write as comma separated value. (Example :- Fax,MobilePhone).
For Type, Select FAX.
Click on Save.
Go to Object Manager and Go to the source object.
Click on Page Layouts.
Add eFAX to the Related list.
Click Save.
FAX Number - User Mappings:
Go to SMS and eFax App from App Launcher
Go to FAX Number - User Mappings tab and click on New.
For FAX Registered #, Click on New FAX Registered #,
Enter the number and Save.
Map the user and Click on Save.
Creating Salesforce Site:
Click on the gear icon and go to setup.
In the quick find box search for sites.
Click New
Provide the required information(Label, Name, etc.) as shown in below picture.
In Site Label, enter site name and enable Active option.
Click Save.
Apex Class Assignment to Site Guest User:
In Global search, Search for Site Guest User.
Click on the site name which we have created just now.
Click on the profile.
Click on Enabled Apex class Access.
Provide Access to below classes.
cm_datatransfer.EFAXMessageWrapper.
cm_datatransfer.InboundFAXWebhookParser.
cm_datatransfer.InboundEFAXStatusWebhook.
cm_datatransfer.WebhookInterfaxInbound
cm_datatransfer.WebhookInterfaxOutBoundStatus
Click Save.
Remote Site Settings:
Note : Please check if there is site named eFAX and eFax Download and make sure they are Active, If not then perform following steps :
Enter Remote Site Settings in Quick Find Box.
Click on New Remote Site.
Congratulations! You have successfully installed the Application.