MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Secure File Transport: Compliant File Exchange Built for Salesforce

By Cloud Maven, Inc

Secure File Sharing for Sensitive Documents Without Friction

Starting at $150   USD/company/month

Discounts available for nonprofits

Try It
Requires
Sales Cloud
Service Cloud
Experience Cloud
Financial Services Cloud
Compatible With
Sales Cloud
Service Cloud
Financial Services Cloud

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.

Highlights

✔️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.

Provider Details

Cloud Maven, Inc
Delaware, United States
Founded
2018
Website
Email
Phone
+1 (740) 470-0000

Cloud Maven, Inc. helps businesses work smarter in their Salesforce environment by replacing various disconnected tools they use with a single connected ecosystem. Our Salesforce-native solutions handle onboarding, lending, credit reports, criminal checks, identity verification, document generation and insights, communications, and data syncing, all built to deliver increased speed, control and accuracy. Every solution is ready to be deployed and developed to seamlessly fit into your existing Salesforce environment. With over 175 integrations to credit bureaus, payment gateways, and compliance systems, your team gains real-time visibility & confidence in every transaction. Trusted by hundreds of businesses, we transform everyday Salesforce processes into streamlined, compliant & intelligent experiences that grow with your business. Enhance your Salesforce ecosystem with our modular plugins: Decision Rule Engine | Credit Checker | Plaid Bank Connect | KYC/KYB Verification | Sanction and OFAC Checker | Loan Origination | Syndication | Document Insight | SMS & Fax Hub | Secure Email | SOS Verification | QuickBooks Connect | Payment Connect | AWS Connect | IRS Verification

Pricing Details

You must pay to use this solution. Discounts are available for nonprofits.

We will provide ten licenses at USD 150 per month. The additional user licenses will be provisioned at an additional cost. The customer would be responsible for the transaction charges(bandwidth usage).

Default Plan

$150 USD/company/month

Lowest Starting Price

More From This Provider

cmLending: Loan Origination, Loan Management, and Servicing Platform
by Cloud Maven, Inc
Streamline your entire lending lifecycle from funding to payoff. cmLending loan management software captures digital applications, automates underwriting, manages documents, & services loans with automated payments, escrow tracking and real-time portfolio

Thomson Reuters CLEAR Criminal Checker for Salesforce background checks
by Cloud Maven, Inc
Bring criminal background checks, UCC filings reviews, and KYC screening directly into Salesforce using Thomson Reuters CLEAR. Automate risk searches, identify red flags early, and keep customer onboarding moving with verified data stored in one place.

Credit Checker: Credit Report, Credit Check & Tri-Merge Report in Salesforce
by Cloud Maven, Inc
Credit Checker gives you direct access to Experian™, Equifax®, and TransUnion® directly within Salesforce. Run soft or hard credit pull and generate tri merge credit report instantly, so your teams make faster, safer decisions with zero workflow friction.

Medical Insurance Verification: Eligibility and Benefits Verification Salesforce
by Cloud Maven, Inc
Medical Insurance Verification enables real-time eligibility and benefits verification in Salesforce. Instantly validate patient coverage, benefits, and authorizations across 1,100+ payers, including Medicare & Medicaid, while keeping workflows compliant.