Securely Send and Receive Sensitive Documents Without Leaving Salesforce
Empower your customer support team to simply and efficiently exchange large, sensitive files with their customers, right in their Salesforce cases:
| 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 | |
| Protection | Secure Salesforce File Sharing | |
| Monitor and analyze all sensitive content entering and leaving the organization | |
| Ensure data protection with enterprise grade encryption in transit and at rest | |
| Set granular, scalable administrative policies and strict access controls | |
| Embedded | Secure File Sharing | |
| Access, send, receive and download sensitive files within the same Salesforce screen | |
| 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 | |
| Storage | Secure File Sharing | |
| Connect your own data storage infrastructure to Salesforce cases, accounts and opportunities |  |
| Send sensitive files to customers from on-prem file shares, or repositories such as SharePoint, Documentum, OpenText and Microsoft OneDrive | |
| Comply with on-prem content storage policies | |
