Setup eFAX for Second Object in the Org
- Ashutosh Kumar
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
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.