Files from Salesforce to SFTP server by COZYROC

This gem enables seamless transfer of files from the Salesforce File Home Library or a Content Workspace to an SFTP server, ensuring secure, efficient, and automated file storage and management. Simplify your workflow by effortlessly moving important files from Salesforce to your SFTP server, enhancing accessibility and safeguarding your information.

Setup Guide

This gem will establish a connection between Salesforce and the SFTP server. Once the connection is established, the gem will then get files from the Salesforce File Home Library or Content Workspace specified for the parameter Source Folder and upload them to the SFTP server. For more details about Salesforce Files Home visit here. To set up the gem, configure the parameters that are mentioned below.

Salesforce

• Server URL Required. Specify the Salesforce service URL.
• Username Required. Specify a username in an email-like format.
• Password Required. Specify a password to access the Salesforce service.
• Security Token Required. Specify your Salesforce service security token.
• Source Folder Required. Specify the Source Folder Name (Library Name), ending with a trailing slash. The Source Folder Name can be found from Files Home in the Salesforce under the Librariesas mentioned here
• Filter Optional. Use this parameter to specify filter criteria for local files. For more details about the syntax of the filter, visit here to check details for the Local Filter parameter.
• Compression Optional. The default is set to true.

SFTP

• Server Host Required. Specify the name or IP address of the SFTP server.
• Port Specify the port number.
• Username Required. Specify a username to access the SFTP server.
• Password Required. Specify a password to access the SFTP server.
• Destination Folder Required. Specify the path to the destination folder, ending with a trailing slash.