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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Experience Cloud
Financial Services 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
Force.com
Developer
Additional Requirements
API access.

App Details

Version
Secure File Transport/SFT v3.39 3.39.0
Listed On
08/31/2020
Latest Release
07/01/2026
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.
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
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: 48
Custom Tabs: 26
Custom Apps: 5
Lightning Components
Global: 55
App Builder: 18
Community Builder: 14
Languages
English

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.
2.42.0
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.
05/17/2023

Additional Details

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

Need help?

Cloud Maven, Inc

Delaware, United States

Support Phone+1 (740) 470-0000
Other ResourcesEmailTerms & Conditions