Securely Send and Receive Sensitive Documents Inside Salesforce

Secure Salesforce File Sharing

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.

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.

SECURE SALESFORCE FILE SHARING

14 day free trial!

Empower your customer support team to simply and efficiently exchange large, sensitive files with their customers—without leaving their Salesforce workflow!

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 content 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 content 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

Take control of your sensitive information

FEATURED RESOURCES

Customer Use Cases: Kiteworks Private Content Network Innovations

Case Studies

Kiteworks Company Overview

Product Briefs

Optimize File Sharing Governance, Compliance, and Content Protection

Product Briefs

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