Upland InterFAX’s Salesforce Classic Faxing API allows organizations to embed faxing capabilities into their Salesforce experience, enabling the ability to both send and receive fax communications from within the Salesforce interface.

Getting Started

Utilizing our REST API, Upland InterFAX integrates seamlessly with Salesforce. Setting up an InterFAX account is a simple process and can be done with either credit or pre-paid pricing methods. The purchasing process is handled outside of Salesforce through the native Upland interface. Users can be provisioned infinitely, with or without a dedicate fax number per user, while the sending and receiving volumes are pulled out of a central bank for each organization account. Users are able to send faxes from all of the available interfaces. Our available interfaces include the Salesforce fax feature, e-mail, or our convenient web interface provided at https://login.interfax.net/.

How to: Simple Fax Interface

The development method can vary greatly, given the flexibility of Salesforce and the Upland API. For Example, here is a quick and simple way to set up InterFAX inside of Salesforce:

You will need;
A Salesforce Account
An InterFAX Account and User
The attached reference files.

1. Log into your Salesforce account,
2. Ensure you are on “Salesforce Classic Experience”.
3. Navigate to the Setup area.
4. From the navigation on the left choose: Build > Develop > Apex Classes.
5. Click “New”, copy and paste in the contents of ‘InterFaxController.txt’, and save.
6. Edit the “InterFaxController” Class which was created, and insert your InterFAX Credentials.

7. Navigate to: Build > Develop > Visualforce Pages,
8. Click “New”, paste in the contents of UI.txt, and save (Be sure to note the name you give to the page, e.g. “InterFAX_UI” in the following steps.).

9. Now to choose which record to add our Button to (e.g. Contact), navigate to: Build > Customize > (Chosen Object) > Buttons, Links and Actions.
10. Click “New Button or Link”.
11. Paying attention to the highlighted section, create your button by using the name of the page you created earlier (e.g. “InterFAX_UI” as created in Step 9.) and save.

12. Navigate to: Build > Customize > (Chosen Object) > Page Layouts.
13. Click Edit for the desired Page.
14. Under Contact Layout, select Buttons from the left-hand side, and then drag-and-drop the Button (e.g. Fax Options), created in step 12, to the appropriate section (as seen below), and save.

15. Afterwards, you should see the button you created under records associated with that object (example below).

16. Once clicked, will take you to the following page that will allow you to fax attachments associated with the object.

17. To receive and save inbound faxes, each user will stay on the screen from step 16, press the “Get All Inbound Faxes” link, choose the fax they would like to save, click “save”, and the fax will be stored in that user’s attachments.

Reference Files

You can download the following reference files – here

Package Contents: