This lesson will cover the following topics:

02 | Flows

01 Getting Started

This tutorial covers how you can use Titan Files to automatically scan files uploaded to Salesforce Objects for viruses, delete any infected files, and send a notification to any Salesforce administrators.

02 Flows

1. Navigate to Process Automation Flows in Salesforce and click New Flow.

create new flow

2. Select Record-Triggered Flow and click Create.

choose record triggered new flow

3. Select TFile as the Object, this means that the flow is triggered each time a file is added to a Salesforce Object.

configuring tfile as the object

4. Save and Label the flow.

5. Click the + icon.

add a node to a flow

6. Search for the File Action node and select it.

add the file action node

7. Configure the following:

  • Label - Virus Scan Uploaded Files
  • Parent Object - Account

8. In the Titan Flow window, click the Any + icon and select Virus Scan as the node. Click Next.

add node screen with virus scan selected

9. Use the Files field to select File and click Next.

select file in the add node screen

10. Add a Tag and click Insert.

03 Run Action if File Fails Virus Scan

Next, we will configure an action to run if the file fails the virus scan. 

1. Click the On Fail + icon and choose Salesforce Action as the node. Click Next.

add salesforce action node

2. Click Salesforce Integration.

create new salesforce integration

3. Select the Push tab and click Create New.

create new salesforce push

4. In the Object Settings tab configure; Content Document as the Salefsorce Object, Delete as the Action, and add a description.

object settings tab

5. In the Conditions tab, configure that the ContentDocumentID field equals the ContentDocumentId variable. Click Apply and Close.

Conditions tab

6. Use the dropdown to select the created push and click Next.

Choose the created push

7. Add a tag and click Insert.

8. Click the After Finish + icon and choose Send Email as the node. Click Next.

add chose email node

9. Click the + My Emails option.

add email screen

10. In the Recipients tab, configure the email address the alert must be sent to.

configure email settings > recipients tab

11. In the Send Via tab, select whether the email will be sent via Titan or Salesforce and add a name.

Configure email settings > send via patches

12. In the Content tab, configure the subject and body of your email alert. You can use the All Element dropdown to insert dynamic content that will populate on send. Click Next and Apply.

configuring email body

13. Your newly configured email will display in the emails window, select it and click Next.

choose configured email

14. Add a tag name and click Insert. 

The current configuration will scan all files added to an Object, if the file fails the virus scan, it is deleted, and an email alert is sent. You can save and activate this flow.

configuration example

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