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Egnyte - Document Collaboration, Security & Governance

By Egnyte

Enhance Collaboration with Our Secure Document Management Platform

Starting at $20   USD/user/month

Discounts available for nonprofits

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Industries
Horizontal Product
Financial Services
Healthcare & Life Sciences
Business Need
IT & Administration
Collaboration
Document Management
Requires
Sales Cloud
Compatible With
Sales Cloud
Service Cloud
Financial Services Cloud

With Egnyte for Salesforce, your teams can securely access and easily share files, documents and folders in Egnyte. This integration increases collaboration and responsiveness, streamlines operations, and facilitates more meaningful customer engagements.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Financial Services Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer

App Details

Version
Egnyte for Salesforce/Version 3.11 MEM 3.11.0
Listed On
08/05/2015
Latest Release
07/31/2026
Supported 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.
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
Community Builder
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 7
Custom Tabs: 5
Custom Apps: 2
Lightning Components
Global: 1
App Builder: 1
Community Builder: 1
Languages
English
French
German
Russian
Simplified Chinese
Spanish
Swedish

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
3.6.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
10/05/2021

Additional Details

Managing customer content and ensuring its security is crucial in helping customer service or wealth advisory teams perform efficiently. While Salesforce excels in personalizing customer journeys, dealing with growing customer content can be challenging. Egnyte for Salesforce simplifies this process by offering centralized storage for document management, file sharing, simplified account management, and enhanced security. Additionally, Egnyte extends its security features to Salesforce objects, ensuring sensitive content is governed and monitored continuously and in line with company’s policies and regulations, making it an essential tool for businesses striving for efficiency and security in their operations.

Need help?

Egnyte

Mountain View, CA, USA

http://www.egnyte.com/support/support-plans.html

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