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SendSafely for Salesforce| End to End Encryption wherever data is shared

Reduce the risk of data breaches with end-to-end encryption for Salesforce.

Overview

Reduce the risk of a data breach by protecting sensitive customer data with end-to-end encryption wherever it is shared. SendSafely integrates seamlessly with Service Cloud, Experience Cloud, custom objects, AgentForce and email based workflows.

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  • Secure sensitive customer files with true end-to-end encryption.

  • Never leave Salesforce - a seamless customer and agent experience.

  • Enable Agentforce AI agents to securely collect encrypted files without customers leaving the chat.

  • Integrate natively with Customer and Partner Portal object record pages including Case, Lead, Opportunity, and more.

  • Limit access to authorized agents only and audit all file views and downloads.

  • Adhere to data retention policies with automatic file expiration and deletion.

  • Comply with data privacy regulations such as GDPR, CCPA, HIPAA & PCI.

  • Protect files with watermarking, or designate as view-only.

  • Upload files up to 10GB. Files never touch Salesforce storage.

THE MOST SECURE WAY TO SHARE SENSITIVE DATA Reduce the risk of data breaches by protecting sensitive customer data with true end-to-end encryption for Salesforce. IDs, financial documents, medical records, logs, and other sensitive files are encrypted before upload, ensuring only authorized recipients can access them, not Salesforce, SendSafely, or any third party. Encrypted files are uploaded directly to SendSafely's servers, never touching Salesforce storage. PROTECTION WHEREVER YOU SHARE • Agent App – Agents can decrypt, view, and send files directly within Salesforce • Experience Cloud Upload Widget – Secure file uploads on customer and partner portals, Cases, Leads, and Opportunities. • Dropzone with Connector – Collect encrypted files through branded web forms for email-based workflows. • Halo for Agentforce – AI agents can securely request and receive encrypted files in chat. ADDITIONAL BENEFITS • Restrict access to authorized users only • Audit every file view and download • Automated file retention and deletion • Watermarking and view-only controls • GDPR, CCPA, HIPAA, and PCI compliant • Upload files up to 10GB Start your free two-week trial at explore.sendsafely.com

Categories

Business Needs
Customer Service
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