How to set up Fax.Plus for Salesforce

(coming soon) Connect Fax.Plus to your Salesforce org to enable your team to send and receive faxes directly from Salesforce records. This guide is for Salesforce administrators responsible for installing and configuring the app. Setup takes approximately 15 minutes.

Before you start

You need:

• Salesforce admin rights, with permission to install a package from AppExchange.
• A Fax.Plus account on the Business plan or higher, which includes the Salesforce integration. If you are not on an eligible plan yet, you can install and configure now and upgrade during setup (Step 4); your team can send faxes once the plan is active.
• At least one Fax.Plus number to send and receive from. You can add one later in Fax.Plus.

Step 1: Install the app from AppExchange

1. Open the Fax.Plus Connector for Salesforce listing on AppExchange.
2. Select Get It Now and follow Salesforce’s install steps.
3. Choose who to install for (admins only is fine to start).

If you do not have permission to install packages, Salesforce shows its own error. Ask your org’s admin to install it, or to grant you the rights.

Step 2: Open the Setup screen

After the app installs, open the Fax.Plus Setup screen from the App Launcher. This is your home for the integration. It has these rows:

• Connect to Fax.Plus: links your Fax.Plus account to this Salesforce org.
• Plan & Billing: shows your plan and lets you upgrade if needed.
• Page Layouts: places the Fax.Plus tools on your record pages.
• Users: assigns your team to the Fax.Plus permission set.
• Manage in Fax.Plus: opens your Fax.Plus account, numbers, and team.
• Resources: guides, troubleshooting, and support.

Step 3: Connect to Fax.Plus

1. In the Connect to Fax.Plus row, select Connect.
2. Log in to Fax.Plus in the window that opens and allow access.
3. The status changes to Connected.

Both Fax.Plus admins and members can connect. You do not have to be a Fax.Plus owner.

Step 4: Check your plan

In the Plan & Billing row, you see the plan you are on.

• If you are already on the Business plan or higher, there is nothing to do here.
• If you are not, select Upgrade and complete the checkout in Fax.Plus. You are taken back to setup when it is done.

You can finish the rest of setup first and upgrade later. Your team cannot send faxes until an eligible plan (Business or higher) is active.

Step 5: Place the components on your record pages

This is what your team actually uses on a record. In the Page Layouts row, select Place components to add:

• The Fax.Plus component (the Send / Sent / Inbox panel) to the record page.
• The Send with Fax.Plus button to the record’s quick actions.
• Add them to the objects your team faxes from: Opportunity, Contact, Account, Lead, or a custom object.

Step 6: Give your team access

In the Users row, select Manage users and assign your team members to the Fax.Plus permission set. A user also needs a Fax.Plus account on the same email to use the tools. Anyone without access is told to contact you, the admin.

You are done

Your team can now send a fax from any record where you placed the component. To try it, open a record and select Send with Fax.Plus.

Next: Send and receive faxes from a Salesforce record; Troubleshoot the Salesforce connection; FAQ: Salesforce integration.