Secure File Transfer User Guide – Cloud Maven, Inc: Salesforce AppExchange Products & Financial services

Secure File Transfer Flow

Login to your Salesforce Org.
Go to the existing Source Object Record or Create a new one.
Make Sure to Populate the required fields of the applicant First Name, Last Name, Phone, Email on Contact to Run Secure File Transfer.

File Request Method: How to Request a File from the Applicant.

Click on File Request Button on Source Object Record.

You can See all Required Fields will be auto-populated.

To send the Request by Phone.
Expand Request by SMS Section.
Make Requests by Phone Toggle to True.
Note: We can also configure this in our One Time custom setting to default to true or false depending on the requirement.

Follow the same step if you want to send the request by Email.
You can change the Email body and Email Subject According to your requirement.
Note: Currently the SMS And Email Content is getting populated on the records created under Text/Email Template Object.

If Two Factor Authentication is Required.
Expand the Advanced Settings Section.
Make the Two Factor Authentication Toggle to true.
If you want to change the Expiration Date or add a private note for the recipient.
Note:- We can also set these values to default according to your requirement.
Click on Send Request Button.

Congratulations! You have successfully Sent the File Request.

The user will get an email in the below format.

Now the user needs to click on the link to upload a file

Click on the Related Tab of the Record You will be able to see the File Request Object has been created.
Click on the File Request Object.

On this Record, you can see the status of the Request.

All the Files sent by the Applicant will be visible in this section with their File Type.

Send File Method: How to Send File to the User.

Go to the Source Object Record.
Click on the Send File button on the page.

Select File to Upload or Select an existing File.

Click on Send Request Button.

Thanks for choosing Cloud Maven’s Secure File Transfer Application.

Please reach out to us at solutions@cloudmaveninc.com in case of any queries and concerns.