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FAQ: Salesforce integration
Who can use this feature? Available on Business or higher plan. All members. Quick answers about the Fax.Plus integration for Salesforce. For setup steps, see Set up Fax.Plus for Salesforce.Plans ...
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Troubleshoot the Salesforce connection
Who can use this feature? Available on Business or higher plan. All members. Most issues with the Fax.Plus integration fall into one of a few states: the connection has dropped, the plan is inacti...
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How to send and receive faxes from a Salesforce record
Who can use this feature? Available on Business or higher plan. All members. (coming soon) Once your admin has set up Fax.Plus for Salesforce, you can send a fax and see replies from inside a reco...
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How to set up Fax.Plus for Salesforce
Who can use this feature? Available on Business or higher plan. All members. (coming soon) Connect Fax.Plus to your Salesforce org to enable your team to send and receive faxes directly from Sales...