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eFax Automation

eFax Automation

This page contains details on how to trigger eFax by creating eFAX Record

 

Required Fields to Create eFax record

Field Name

Field API Name

cm_datatransfer__User_s_E_Fax_Number__c

From Number - Registered# from which eFAX will be sent

cm_datatransfer__Customer_s_E_Fax_Number__c

To Number - Customer’s #

cm_datatransfer__ContentVersionId__c

Content Version ID of the document to be sent

Maximum File Size = 8 MB

cm_datatransfer__Parent_Record_Id__c

Record ID of the Parent Record

RecordTypeId

Record Type ID of OutBound_eFAX RecordType

Sample Apex Code Snippet to Create an eFAX Record

cm_datatransfer__eFAX__c oRecord = new cm_datatransfer__eFAX__c(); oRecord.cm_datatransfer__User_s_E_Fax_Number__c = '+19171234567'; oRecord.cm_datatransfer__Customer_s_E_Fax_Number__c = '+12012345678'; oRecord.cm_datatransfer__ContentVersionId__c = '068XXXXXXXXXXXXXXX'; oRecord.RecordTypeId = Schema.SObjectType.eFAX__c.getRecordTypeInfosByDeveloperName().get('OutBound_eFAX').getRecordTypeId(); oRecord.cm_datatransfer__Parent_Record_Id__c = 'Record ID of the Parent Record'; insert oRecord;