Note: This functionality is only available for Premium edition users. See available editions and features here: View Edition Comparison
1. 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.
2. 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
3. Configure Secure File Sender Settings
Go to the Secure_File_Config__c record (in App Launcher, search for Secure File Config).
Set the following fields:
- Name: Secure File Config
- Secure_Site_Url__c: Enter the full site URL from step 1.6 ( https://[DomainName]/[Path] )
- Is_Active__c: ✔️ TrueClick “Save”
Step 1: Go to Secure File Configs
Step 2: Enter Secure File Site Info
4. (Optional) Configure a Custom Domain
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.