Note: This functionality is only available for Premium edition users. See available editions and features here: View Edition Comparison
1. Enable Content Delivery
The first step is to ensure that content delivery is enabled and that passwords are not required. Secure file sharing stores the reports and dashboards in content and uses content delivery links to let the users download them.
2. Create a Salesforce Site
Go to Setup → search for Sites in the Quick Find box.
Check the box “I have read and accepted the Salesforce Terms of Use”. Then click the “Register My Salesforce Site Domain” button.
Click New next to “Sites”.
4. Fill in the details exactly as below:
Field | Value |
Site Label | Secure File Delivery |
Site Name | Secure_File_Delivery |
Site Description | Public site for recipients to verify their email / OTP and securely download reports generated by Report Sender. |
Site Contact | [Your admin user] |
Default Record Owner | [Same user as above] |
Default Web Address | SecureFileDelivery |
Active | ✅ Checked |
Active Site Home Page | SecureFileHomeVF |
5. Click Save.
6. After the site is created:
Scroll down to the Custom URLs section on the Site Detail page.
Copy the Domain Name and Path values.
Combine them into a full URL using the format: https://[DomainName]/[Path] For example:
Domain Name =mycompany.secure.force.com
Path = SecureFileDelivery
Result = Your full URL will be: https://mycompany.secure.force.com/SecureFileDelivery
Save this URL — you’ll need it later when configuring the Secure File Sender Settings.
3. Assign Permission Set to the User
After creating the site, follow these steps to grant the correct permissions:
On the Site Detail page, click Public Access Settings.
On the new page that opens, click the Assigned Users button at the top.
In the list of users, click on the Full Name of the user associated with your site (this is the Site Guest User).
On the User detail page, scroll down to the Permission Set Assignments section and click Edit Assignments.
From the list of available permission sets, select
✅ CloudAnswers Report Sender Secure File SharingClick Add ➝ then Save.
Step 1: Click Public Access Settings
Step 2: View Users
Step 3: Click on Site Guest User
Step 4: Edit Permission Set Assignments
Step 5: Assign Secure File Sharing Permission Set
4. Configure Secure File Sharing Settings
Open the Report Sender Settings tab.
Click Secure File Sharing on the left menu.
Paste the full site URL you copied previously into Secure Site URL (for example,
https://mycompany.secure.force.com/SecureFileDelivery).Click “Save”
Save your URL in Settings, Secure File Sharing
5. Branding (Optional)
From the same page, you can also customize what recipients see on the download page itself, instead of the CloudAnswers default look:
Field | What it controls |
Background Image | A background image for the page. Enter a publicly accessible image URL (PNG or JPG, no GIFs/animations). Recommended size: 834 × 1000px (portrait). Maximum file size: ~300 KB. |
Hide Background Image | Suppresses the background entirely — including the default Salesforce background shown when Background Image is blank. Use this if you want a plain color panel with no image at all. |
Background Color | The background color behind the whole page, including the area behind the background image while it loads (or if the image URL ever becomes unreachable). Enter a hex code. |
Company Logo | Your logo, shown at the top of the right-hand panel. Enter a publicly accessible image URL. SVG is recommended; transparent PNG also works well. Rendered at up to 200 × 80px — recommended size 400 × 160px for raster logos. Maximum file size: ~50 KB. Leave blank for no logo. |
Font Color | The text color used on the page. Enter a hex code. |
Header | Overrides the default "Secure File Delivery" header. Leave blank to use the default. |
Body Text | Overrides the default body copy. Leave blank to use the default. |
Hide Body Text | Hides the body text entirely, showing only the header. Useful if your background image doesn't leave room for text. |
An example of a branded download page
Image requirements, in more detail:
Both image URLs must be publicly accessible without authentication: recipients view this page as unauthenticated guests, so an image behind a login (including most internal file storage) won't load.
Image URLs must be direct image URLs: If you store the image in Salesforce org Google Drive, make sure the URL you use goes directly to the image, not to a preview page.
HTTPS is strongly recommended. Some browsers block images served over plain HTTP on an HTTPS page as mixed content.
Background images are cropped to fill the panel: Keep your logo, text, or other important visual elements away from the edges. Up to ~20% can be cropped depending on the visitor's screen size.
Once configured, branding applies automatically to every secure file delivery
6. Configure a Custom Domain (Optional)
If your company wants to use a custom domain, follow Salesforce’s official instructions:
💡 You’ll need to create a custom domain, map it to your site, and update DNS settings with your domain provider.