Secure File Transfer Post Installation Guide.

Owned by Amit Mishra
Last updated: Feb 18, 2022 by Ushank
4 min read

Login to your Salesforce org where the package is installed.

Data Transfer Settings:

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

Update the below fields as per Requirement

  • 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:

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.

  • 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”.

  • 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.

  • 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.

  • 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.

 

 

  • Go to Button, Links, and Action from Source Object

  • 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.

 

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

  • Select the Record Page.

  • Click Edit.

  • Search for displayMedialist Component in the Quick Find box.

  • Drag the Component to the Record Page.

  • 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.

  • Go to the Secure File Transfer Application.

  • Click on the Secure File Templates tab.

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

  • Select ‘Media Request’

 

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

 

  • Select the file tags according to business requirements.

  • From Setup Click on Object Manager.

  • Search for 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 Secure File Templates.

  • 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.

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

  • Paste the below Script in the window.

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

  • Click Execute

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