Installation or Configuration Guide

Registration steps:

To configure the packages, go to installed packages in salesforce setup menu, then click on Configure option besides FTP2SF package.

New page will open with configuration options:

• Step 1: Choose the operate region
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• Step 2: Registers your org details with FTP2SF by clicking on Register linkxs.
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• Step 3: Register the sites you want to use to store files:
  • For FTP, SFTP & FTPS you need to fill in 5 columns to complete registration:
    • • Option 1: Name you want to use which will be visible to users.
    • • Option 2: IP address of the server. Note: "Enter just the IP address no prefix or suffix to the IP address".
    • • Option 3: Username of the FTP server.
    • • Option 4: Password of the server which will be auto encrypted.
    • • Option 5: Port number of your server.
  • For AWS you need to fill in 4 columns to complete registration:
    • • Option 1: Name you want to use which will be visible to users.
    • • Option 2: Accesskey of your AWS server.
    • • Option 3: Secret key of your AWS server which will be auto encrypted.
    • • Option 4: Bucket name of your AWS server.
  • For Azure you need to fill in 4 columns to complete registration:
    • • Option 1: Name you want to use which will be visible to users.
    • • Option 2: Container Name of your Azure server.
    • • Option 3: Account name for your azure server.
    • • Option 4: Account key of your azure server which will be auto encrypted.
• Click on Save Sites to save your site information.
• Then close the configuration window to finish configuration.

• We currently support 5 options FTP, SFTP, FTPS, AWS S3, Azure Blob
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