Page Comparison

Login to your Salesforce org where the package is installed.

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• RequestByEmail

  • True if request to send/receive documents is made using Email

• RequestByPhone

  • True if request to send/receive documents is made using SMS

• TfaMethod

  • Method to receive the

  • Two-factor authentication Code.

  • Populate the Value with SMS or Email

• TfaRequired

  • True if Two-factor Authentication is Required

• ErrorBatchMessages

  • time,Unavailable,Bad,reset,Server,error,failed

• NextScheduleBatchRunTime

  • Provide the time-frequency to run the batch.

  • For Example - If you want the batch to run in every 2 minutes, Populate the value field with 2.

• ScheduleBatchRequired- True. Before scheduling the batch mark this custom setting as True.

File Request Field Mapping:

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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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• Go to your Source Object from Object Manager.

• Go to Page Layout of your Source Object -> Mobile & Lightning Actions

• Drag the already existing Request Files and Send Files button on the Object Layout.

• Save the Record.

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Image Added

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Image Added Click on New Action. Image Modified Create an Action for Request files. Please see the image for the reference. Image Modified Similarly, create an Action for Send Files. See the image for the reference. Image Modified ·       Click Save.

• Add the Related List on the Page Layout.

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Adding Lightning Component on Lightning Record Pages.

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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

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Secure File templates.

These template records are created one-time to auto-populate the File Request and Send Form. This would avoid writing the same content again and again. Also, this field can be updated on the Form itself if required.

• Go to the Secure File Transfer Application.

• Click on the Text/Email Secure File Templates tab.

• Create Records for ‘Media Request’ and ‘Send Media’.

• Select ‘Media Request’

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• Click Next and Update the SMS/Email/Message Fields According to Business requirements.

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• Select the file tags according to business requirements.

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Expand
title To Add new File Tags or Modify the Tags Please follow below steps
From Setup Click on Object Manager. Search for SMS/Email Templates Secure File Template Object. Click on Fields and Relationships. Search for File Tags fields from the Quick Find Box. Click on the File Tags field. In the Values section of the File Tags, picklist field click New to Add new tags. Or Click on Edit on one of the value in which you want to make changes. Click Save.

• Click Save.

• Now again click on the New button to create Send Media Record.

• Update the SMS/Email/Message Secure File 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.

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