How to install and setup SFT

Installation Steps

To install the apps, please click on the link below: 

• Production - https://login.salesforce.com/packaging/installPackage.apexp?p0=04t6g000008KOg3

• Sandbox - https://login.salesforce.com/packaging/installPackage.apexp?p0=04t6g000008KOg3

Please go to Appexchange for the latest version or email at support@cloudmaveninc.com

How to provide permission 

We need to provide permissions to the users who will be using the application so that the users have access to the object and fields of this application.

1. Go to Setup. 

2. Find Permission sets in Quick Find Box as shown below: 

3. Click on Cloud Maven Secure File Transport. 

4. Click on Manage Assignment Button 

5. Click on Add Assignments 

6. Click on Assign and assign the permission set to the required users. 

7. Save it. 

How to provide licenses 

Licences are provided so that the user can access our applications.

1. Go to Set up. 

2. Find Installed Packages in Quick Box.

3. Click on Manage Licenses of the Application in which users are needed to given licenses and to remove license of an existing user. 

4. Save it. 

How to create SMS templates

SFT Templates are created to make sure that user doesn’t have to type the content of the emails/messages for requesting/ sending the documents repeatedly. The user can simply select the template he/she wants to use and send it.

Please follow the below metioned steps to make the templates.

1. Go to Secure File Transport Application

2. Go to Secure File Templates tab

3. Click on New

4. Select the Record type for which you want to made a template

5. Click Next

6. Enter Template Name according to your business requirement

7. Select the Object name on which the Secure File Transport application is configured (For Example : If the application is configured on Contact Object, you have to choose Contact for Object Name)

8. If you want to you use dynamic templates, you can select required fields. For Example, If you want to use Contact First Name, then you can select First Name and choose that field in SMS Message.

9. For selecting File Tags which you want, Click on Select File Tags

10. Select the File Tags and Click on Submit

11. You can enter SMS Message, Portal Message, Email Subject and Email Body as per business requirements.

12. Make the toggle switch to true, if you want to make this template default for sending File Requests.

13. Click Save

Post Installation Guide

Once the application is installed, please follow the below steps:

Data Transfer Settings:

Navigate to Setup -> Custom Settings -> Data Transfer Settings

Update the below fields as per Requirement

1. RequestByEmail

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

2. RequestByPhone

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

3. TfaMethod

   • Method to receive the

   • Two-factor authentication Code.

   • Populate the Value with SMS or Email

4. TfaRequired

   • True if Two-factor Authentication is Required

5. ErrorBatchMessages

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

6. 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.

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

File Request Field Mapping

This setting will be used to auto-populate the File Request/Send the form with the values from the Source Object. Make an entry in this setting to Map the Field of Source Object(Account, Contacts any Standard or Custom Object) with required parameters.

1. Click on the Gear Icon and go to setup.

2. Search for Custom Setting in Quick Find Box.

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

4. 

5. Create below Entries for both push/pull Request Type:

   • First Name

   • Last Name

   • Phone

   • Email

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

7. Click on New to Create New Entry for Push Request.

Note: Similarly complete the entries for the above-mentioned fields.

Adding Component to Source Object Page Layout

This setting is done to so that File Request/ Send Files button is accessible on the Source Object’s page.

1. Go to your Source Object from Object Manager.

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

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

4. Save the Record.

How to add Button

 If Object is other than Contacts,Lead or Account Follow below steps

1. Go to Button, Links, and Action from Source Object

2. Click on New Action.

3. Create an Action for Request files. Please see the image for the reference.

4. Similarly, create an Action for Send Files. See the image for the reference.

5. Click Save.

 

5. Add the Related List on the Page Layout.

Adding Lightning Component on Lightning Record Pages.

This is to ensure that the user can access media from the source object's page itself.

1. From Setup go to Object Manager.

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

3. Click on the Lightning Record Page Section

4. Select the Record Page.

5. Click Edit.

6. Search for displayMedialist Component in the Quick Find box.

7. Drag the Component to the Record Page.

8. Click Save.

Update 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.

1. Go to the Secure File Transfer Application.

2. Click on the Secure File Templates tab.

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

4. Select ‘Media Request’

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

7. Select the file tags according to business requirements.

 To Add new File Tags or Modify the Tags Please follow below steps

1. From Setup Click on Object Manager.

2. Search for Secure File Template Object.

3. Click on Fields and Relationships.

4. Search for File Tags fields from the Quick Find Box.

5. Click on the File Tags field.

6. In the Values section of the File Tags, picklist field click New to Add new tags.

7. Or Click on Edit on one of the value in which you want to make changes.

8. Click Save.

8. Click Save.

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

10. Update the Secure File Templates.

11. Click Save.

12. 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.

1. From the gear, Icon click on Developer Console.

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

3. Paste the below Script in the window.

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

4. Click Execute

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