Salesforce: Receiving faxes in Sales Cloud with automated processing via barcode positioning
This tutorial explains how to configure the Retarus Cloud Fax Gateway to receive documents and route them for automated processing using barcode positioning.
Prerequisites for this example
Salesforce Sales Cloud
Ensure Sales Cloud is up and running.MuleSoft entry point
Confirm that MuleSoft is set up and running as the entry point.Retarus Fax-to-Applications account
Have an active Retarus Fax-to-Applications account.Retarus Fax-to-Applications documentation
Use the necessary documentation for setup and integration.
Connection method and logic
For testing, logic was developed in the Anypoint Studio IDE. The compiled software is accessed via a forwarding link, which should be specified in the Fax-to-Applications configuration.
Alternative solutions: The Anypoint Platform can be used to push data directly to Salesforce, or other pre-processing integration platforms that support the necessary APIs and connect to Salesforce may also be used.
Procedure
In this example, the endpoint URL was specified in the Retarus Enterprise Admin Portal (EAS). With this setup, faxes are pushed directly to MuleSoft Anypoint.
A data flow processes the incoming JSON, which includes metadata, a PDF (base64 encoded), barcode information, and barcode position.
After processing, the data is prepared as an application/java output in the final step and then pushed to Salesforce.
To push the data to Salesforce, an account with credentials and a token request must be configured in the Salesforce application. See the example below for reference.
The data is stored in a first-level "arrival store" within Salesforce, making it available for further distribution and processing.
It's also possible to render PDFs directly in Salesforce, for instance, using Lightning Web Components (LWC) code.
You can find working code here.
