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Secure File Transport: Compliant File Exchange Built for Salesforce

Secure File Sharing for Sensitive Documents Without Friction

Overview

Securely exchange sensitive files in and out of Salesforce using Secure File Transport, powered by Botdoc. Share documents without portals, passwords, or downloads while meeting GDPR, HIPAA, SOC 2, and PCI requirements through encrypted file transfers.

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See How Secure File Transport: Compliant File Exchange Built for Salesforce Works

  • ✔️Secure File Transport Sends and Receives Sensitive Files Without Portals Send & receive sensitive files safely, without using passwords, portal links, apps or downloads. Clients & employees can share documents protected by encryption & access controls.

  • ✔️Meet GDPR, HIPAA, and SOC 2 Compliance for Secure File Transfers   • GDPR compliant by design for all file transfers   • Supports HIPAA, PCI DSS, SOC 2, FERPA   • Reduces likelihood of compliance errors due to built-in safeguards

  • ✔️Deliver Bank-Level Secure File Transfers with AES-256 and TLS 1.2 Each file is protected with AES-256 encryption and transferred via TLS 1.2+. Perform frictionless bank-level secure file sharing without heavy security IT setups.

  • ✔️Transfer Files Securely Without Passwords, Portals, or Downloads   • No PINs, passwords or accounts to manage   • No software installs, downloads needed   • Works via familiar channels like email or SMS   • Remove delays caused by forgotten credentials

  • ✔️Tag and Organize Secure File Transfers Automatically in Salesforce Each uploaded and received file have metadata and linked to the correct record. Remove manual matching and keep your document management system compliant.

  • ✔️Track Secure File Transfers in Real Time in Salesforce Secure file transfers update in real time inside Salesforce. Teams do not need to chase latest status on secure file exchange as they receive automatic updates on progress, completion & access info

  • ✔️Run Bulk and Parallel Secure File Transfers Without Slowdown Teams can complete multiple file transfers in bulk without slowdown.   • Supports multi-file uploads   • Reduces latency with parallel processing   • Supports high-volume secure file transfer

  • ✔️Control Secure File Access with Roles, Expiry, and Download Limits Access to secured files is controlled by admins based on user roles, records or time, with options for download limits and instant revocation.

  • ✔️Receive and Store Secure Files from Any Channel in Salesforce Files submitted through email, SMS, scanners or third party tools are captured securely and automatically stored in Salesforce.

Secure File Transport is an enterprise-grade, password-free, secure file exchange tool native to Salesforce, which is designed for regulated industries as a method of exchanging sensitive documents securely. It uses Botdoc’s enterprise-grade security to provide seamless exchange of sensitive files while providing GDPR-compliant file transfers. Designed for regulated industries, it allows all cloud file transfer activities to occur directly within Salesforce, removing all unsecured email attachments and shared drives while increasing speed, visibility and compliance to regulatory requirements. ✔️Password-free secure file sharing via email or SMS ✔️Fully GDPR compliant file transfer by design ✔️Supports HIPAA, PCI DSS, SOC 2, FERPA ✔️AES-256 and TLS 1.2+ encryption at rest and in transit ✔️ Automatic file tagging and record association ✔️Real-time transfer status synced to Salesforce ✔️Bulk and multi-file secure file exchange support ✔️Role-based access, expiry rules, and audit logs ✔️Centralized Salesforce file sharing with full traceability at scale

Categories

Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Community Builder
Managed Package

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