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• Click on the Gear Icon and go to setup.

• Search for Custom Setting in Quick Find Box.

• Click on Manage of “File Request Field Mappings”.

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• Image Added

• Create below Entries for both push/pull Request Type:

  • First Name

  • Last Name

  • Phone

  • Email

• Click on New to Create New Entry for Pull Request.

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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.

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