Salesforce Secure File Sharing Application: Salesforce File Sharing, Salesforce File Security

Securely Send and Receive Sensitive Documents Inside Salesforce

Empower customer support and sales teams with Kiteworks secure Salesforce file sharing plugin. Enable reps to simply and efficiently exchange large, sensitive files with their customers—without leaving their Salesforce workflow. Lock down security, enforce governance policies, and maintain complete control of your own secure file storage infrastructure outside the Salesforce cloud. Get the controls and reporting to demonstrate compliance, and the security to protect the organization from breaches, without slowing down the business.

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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

See how simple compliance can be with a Free Trial!

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

More on Kiteworks platform security and governance

Data Security & Governance - Secure Salesforce File Sharing

Embedded in Salesforce - Secure Salesforce File Sharing

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

See the Kiteworks for Salesforce AppExchange listing

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

Integration - OneDrive Compliance - Administrative Controls

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.