attachmentAV for Salesforce: Configuration

attachmentAV for Salesforce comes with as little knobs as possible to support a broad range of use cases.

Basic Configuration (#)

1. In Salesforce, open the attachmentAV app.
2. Change the configuration and click Save.

Advanced Configuration (#)

Email notification FROM address (#)

1. Create Organization-Wide Address:
   1. Go to Setup -> Organization-Wide Addresses and create a new address (Select Allow All Profiles to Use this From Address or specify the integration user’s profile).
2. Configure attachmentAV to use above org wide address:
   1. Go to Setup -> Custom Settings and click Manage near attachmentAV App Configuration.
   2. Click Edit (or new if the default configuration has never been adjusted - e.g. via the Configuration page) and put the email address into the Email Notifications Org-Wide Address field.
   3. Save.

Email notification templates (#)

There are two ways to change the subject and text of email notifications:

1. Change the installed default template:
   1. Go to Setup -> Classic Email Templates.
   2. Select AttachmentAVNotifications folder in the top picklist.
   3. Click on one of the templates and perform actions on it (e.g. Edit HTML Version or Edit Properties).
2. Create your own template from scratch:
   1. Go to Setup -> Classic Email Templates and create the template OR open Email Templates from the App Launcher and create a Lightning Email Template.
   2. Go to Setup -> Custom Settings and click Manage near attachmentAV App Configuration.
   3. Click Edit (or new if the default configuration has never been adjusted - e.g. via the Configuration page) and put the developer name of the template in the appropriate field (e.g. Infected File Email Template DevName).
   4. Save.

Show Scan Result Status in file details (#)

To show the Scan Result when looking at file details:

1. Go to Setup -> Object Manager.
2. Search for Content Version and click on the result.
3. Navigate to Page Layouts and click Page Layout Assignment.
4. Assign attachmentAV Content Version Layout to desired profiles by clicking Edit Assignment.