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Secure File Sharing

Want to send a report or dashboard but in a more secure way than a file attachment? Here's how secure file sharing works.

Updated over a week ago

Note: This functionality is only available for Premium edition users. See available editions and features here: View Edition Comparison

Benefits

  1. Files are stored in Salesforce until they are securely downloaded by the recipient.

  2. Only recipients of the email can download the file, forwarded emails won't allow downloads.

How it Works

  1. After an admin completes the one-time setup, you enable "Send File Securely" on the report schedule.

  2. When the report or dashboard is sent, the recipient will receive a link to download the file securely.

  3. The recipient will have to enter their email address to receive a one-time use code.

  4. After entering the code, the file download will start automatically.

Setup

Since secure file sharing is done natively on Salesforce, it does require setting up a Force.com site. To set this up, have an admin follow the one-time setup instructions.

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