Keep Sensitive Document Workflows Simple for Sales, Support & Customers
Simple | Secure Salesforce File Sharing
- Simple for employees to send, request and store documents
- Simple for customers to upload and download documents
- Secures sensitive files such as proposals, contracts, CAD files, logs and licenses
- Unlimited file sizes with pause and resume
- Proven and reliable in real-world field locations
Prevent Breaches of Intellectual Property (IP) and Customers’ Sensitive Data
Protection | Secure Salesforce File Sharing
- Monitor and analyze all sensitive data entering and leaving the organization
- Set granular, scalable administrative policies and strict access controls
- Ensure data protection with enterprise grade encryption in transit and at rest
- Connect to your DLP and ATP to block leaks and unknown threats
- Comply with GDPR, SOC 2, FedRAMP, FIPS, HIPAA, and more
Add, Request, Send and Receive Files From Within Salesforce Cases and Opportunities
Embedded | Secure Salesforce File Sharing
- Access, send, receive and download sensitive files within the same Salesforce screen
- Supports Classic and Lightning
- Govern all employee and customer actions with strict access controls and a full audit trail
- Link Kiteworks platform folders to cases, accounts and opportunities automatically
- Enable non-salesforce users to access the same folders via the Kiteworks platform’s web and mobile apps
- Automate transfers using our Secure MFT Suite or our comprehensive REST API
Control Where Sensitive Data is Stored
Storage | Secure Salesforce File Sharing
- Connect your own data storage infrastructure to Salesforce cases, accounts and opportunities
- Comply with on-prem data storage policies
- Send sensitive files to customers from on-prem file shares, or repositories such as SharePoint, Documentum, OpenText and Microsoft OneDrive
- Control storage costs
Frequently Asked Questions
To ensure secure file sharing within Salesforce, it is important to leverage a robust file sharing solution that integrates seamlessly with the Salesforce platform. This integrated solution should provide enhanced security features that allow you to control access to files, set access permissions, and track file activity within the Salesforce environment, all in compliance with data privacy regulations.
Salesforce incorporates various security measures to protect files shared within the platform. These include encryption of data at rest and in transit, robust authentication methods, and regular security updates and patches. Additionally, Salesforce provides security features like IP restrictions, two-factor authentication, and audit logs to enhance file security. A secure file sharing solution like Kiteworks enhances the security of Salesforce by providing an additional layer of protection through advanced encryption algorithms, granular access controls, and comprehensive user activity monitoring. This further strengthens the overall security posture and ensures that sensitive files shared through Salesforce remain confidential and protected from unauthorized access.
The file size and type limitations within Salesforce may vary depending on the specific Salesforce edition and configuration. However, Salesforce generally supports sharing a wide range of file types, including documents, images, videos, and more. It is recommended to refer to Salesforce documentation or consult your Salesforce administrator to determine any specific limitations. With Kiteworks’ secure Salesforce plugin, users can securely store and share files without worrying about the limitations of Salesforce storage, ensuring data integrity and confidentiality at a lower cost.
Yes, you have control over who can access the files you share within Salesforce. By leveraging Salesforce’s sharing settings and permissions, you can specify user- or group-level access to files. This allows you to restrict access to sensitive files and ensure that only authorized individuals or teams can view or collaborate on them.
Salesforce provides features and functionalities that can help ensure regulatory compliance when sharing files. These include audit logs, activity tracking, and access controls. By implementing proper governance policies, defining user permissions, and regularly monitoring file sharing activities, you can demonstrate compliance with relevant regulations and industry standards within the Salesforce environment. It is advisable to consult with legal and compliance experts to align your Salesforce file sharing practices with specific regulatory requirements.
FEATURED RESOURCES
Customer Use Cases: Kiteworks Private Content Network Innovations 
Customer Use Cases: Kiteworks Private Content Network Innovations
Optimize File Sharing Governance, Compliance, and Content Protection 