Salesforce: Receive Faxes in Sales Cloud and proceed automated through Barcode positioning

After reading this tutorial, you will understand how to set up the Retarus Cloud Fax Gateway for receiving documents and route them for automation purposes by using barcode positioning.

Prerequisites for this example

• Salesforce Sales Cloud up and running

• Mulesoft as entry point up and running

• Retarus Fax-to-Application Account

• Retarus Fax-to-Application Documentation

Connection method and logic

We used for our testing the logics in Anypoint Studio IDE. The compiled software has to be opened up via a Forwarding-Link (the link to be set in the Fax-to-Application configuration).

Other solutions: Use of Anypoint Platform, via a push to Salesforce directly or other pre-processing Integration Platforms which supports our APIs and the connection to Salesforce can be used here.

The procedure of this tutorial outlines the following steps:

1. Fax is received via Fax-to-Applications (Push)

In our example the endpoint URL was specified in the Retarus Enterprise Admin Portal (EAS), with this setup the Fax is pushed to Mulesoft Anypoint directly.

2. Fax-to-Applications pushes it to any pre-processing platform or directly to Salesforce (shown in this tutorial)

A data flow processing the incoming JSON (includes metadata, pdf/base64encoded, barcode, barcode position).

3. Transform data in a table format, push to Salesforce

After processing the data, in a last step the data is available as application/java output and then pushed to Salesforce.

To push the data to Salesforce an Account with Credentials and token request must be provided from the Salesforce Application, see the example below.

4. Place data in a first-level "arrival store" within Salesforce for further distribution

5. Rendering the PDF

It is also possible to render PDFs in Salesforce (e.g. via LWC Code).

Code that is working can be found here: 

GitHub - svierk/awesome-lwc-collection: ⚡️ A collection of ready-to-use Lightning Web Components that might help your SFDX project