How Does XfilesPro Ensure Security While Sharing Documents in Salesforce?

Worried about document security while sharing them in Salesforce? Fret no more! Here are the top-notch security standards XfilesPro upholds to ensure strong security for your Salesforce documents while sharing with internal or external people.

To learn more, read the blog: https://www.xfilespro.com/how-does-xfilespro-make-document-sharing-secure-and-seamless-in-salesforce/

1. How Does XfilesPro Ensure Security While Sharing Documents in Salesforce?

2. XfilesPro provides two distinct capabilities based on whom you share the
document to facilitate the information exchange between multiple parties
Internal
Document
Sharing
External
Document
Sharing

3. You can share files, documents, and information within a team or organization. This type of
sharing occurs among employees, departments, or project teams who work together within
your company


1.Internal Document Sharing

XfilesPro allows only authorized individuals to share documents with users, profiles, and
groups. Admins control who becomes authorized, and these authorized users determine who
can view, edit, or delete files
How Security is Ensured?

4. This involves sharing documents and information with individuals or entities outside of your
organization (also known as external stakeholders) such as leads, vendors, partners,
customers, or suppliers



2. External Document Sharing

XfilesPro demands the document owner to share a one-time, password-protected link via
email to the external user, with a set validity period. This ensures the document remains
inaccessible to unauthorized users
How Security is Ensured?

5. Other Security Capabilities of XfilesPro Beyond Document Sharing
Access Control

This key document security feature lets
admins control who can create, delete,
download, and upload documents.
Admins can assign specific permissions
to users or profiles in external storage,
ensuring document confidentiality and
reducing breach risks
Folder/File Preserve

The Folder/File Preserve feature
allows document deployment to
specific users, groups, or profiles,
ensuring only they can access certain
documents. The owner decides who is
included and what documents they can
use, bolsters security standards

6. To Learn More About the Security Functionalities of XfilesPro,Connect With Us!

www.xfilespro.com/contact-us/