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Secure File Transport

Secure File Transport

Main

Overview
Admin Guides
User Guides
Developer Guide

Secure File Transport

Secure File Transport Seamlessly Send and Receive Sensitive Data Within Salesforce Secure File Transport enables you to move sensitive data and documents into a…

Documentation

Overview

Architecture and Workflow
Features
Frequently Asked Questions (FAQs)
Pre-OnBoarding Questionnaire

Admin Guides

Installation Guide - P1 File Requests
Installation Guide - P2 Container
How to Set up Reminder Emails
Missing File Request - Configuration & Usage Guide
Steps for White labeling
How to Add File Tags and Update Secure File Templates
How to create Secure File Templates

User Guides

How to initiate P1 File Request
How to initiate P2 Container
P2 Inbox: View and Manage Multiple Containers.

Developer Guide

How to send Automated P1 Request
How to send request to automate P2 Container

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