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Using MFT Salesforce add-in

Managed File Transfer provides a comprehensive overview of the installation and configuration process for integrating MFT with Salesforce, where it is referred to as the "MFT Connector for Salesforce," and abbreviated as "Managed File Transfer Add-In".

Getting started

Managed File Transfer for Salesforce Add-In (Connector) lets you securely send files or folders of any size stored in Salesforce or in MFT Cloud.

Managed File Transfer users can also require a recipient to authenticate and provide login credentials for file retrieval and delivery confirmation.

note
  • Managed File Transfer for Salesforce only supports Salesforce Accounts that have API enabled.
  • Minimum Edition is Lighting Enterprise Edition.
  • Salesforce IQ CRM Starter and Lightning Professional DO NOT support integrations via web service API.

This MFT Installation Guide describes the installation and configuration of Managed File Transfer Add-In (Connector) for Salesforce.

For more information regarding service, contact MFT Support.

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