Page Comparison

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title If Object is other than Contacts,Lead or Account Follow below steps
Go to Button, Links, and Action from Source Object Image RemovedImage Added Click on New Action. Create an Action for Request files. Please see the image for the reference. Similarly, create an Action for Send Files. See the image for the reference. ·       Click Save.

• Add the Related List on the Page Layout.

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Adding Lightning Component on Lightning Record Pages.

• From Setup go to Object Manager.

• Search for your Source Object From which business will run Secure File Transport.

• Click on the Lightning Record Page Section

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• Select the Record Page.

• Click Edit.

• Search for displayMedialist Component in the Quick Find box.

• Drag the Component to the Record Page.

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• Click Save.

Update Text/Email templates.

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• Click Save.

• Please Note the contents in the Images shown above are only for demo purpose please feel free to change the contents according to your requirements.

Scheduling the Batch.

• From the gear, Icon click on Developer Console.

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• Click on Debug Drop down and then Open Execute Anonymous Window.

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• Paste the below Script in the window.

cm_Datatransfer__.BatchPullFileRequestStatus oBatchPullFileRequestStatus = new cm_Datatransfer__.BatchPullFileRequestStatus();
Database.executeBatch(oBatchPullFileRequestStatus,1);

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• Click Execute

Congratulations! You have successfully Installed Virtual Verification Secure File Transport Application. For Information and troubleshooting please write to us at solutions@cloudmaveninc.com.