Seamless document automation and protection within Salesforce.
Organizations in regulated industries struggle with securely generating and sharing sensitive documents within Salesforce. Manual and inefficient processes, combined with inadequate security and compliance features, can lead to data leaks and sensitive information being too broadly shared, increasing the risks of data breaches and non-compliance.
The S-Docs and Confidencial solution enables documents to be automatically generated, protected, and accessible only to those who need them.
How our joint solution works.
Generate
Use S-Docs to instantly create professional documents directly within Salesforce, eliminating manual and inefficient processes.
1_
Protect
Confidencial automatically encrypts and protects sensitive information within these documents, ensuring that only authorized personnel have access.
2_
Share
Easily share documents with authorized individuals or groups and manage access centrally to maintain control and compliance.
3_
Store
Monitor and trace access to documents exported from Salesforce.
4_
BETTER TOGETHER
Benefits of using the S-Docs and Confidencial Solution.
Integrating S-Docs and Confidencial offers a robust solution within Salesforce, enabling seamless document generation and protection. Here’s how this integration adds value:
Enhanced security
Fine-grained access control ensures sensitive information is secure and only accessible to authorized personnel. You can protect the whole file or just the sensitive parts inside of a document.
Secure sharing
Share documents like contracts, PII-filled performance reviews, and design and configuration documents securely with authorized individuals or groups, maintaining strict control over access.
Workflow automation
Automatically generate documents within Salesforce using S-Docs, streamline operations, enhance efficiency, and reduce manual errors.
Regulatory compliance
Helps organizations meet strict regulatory requirements in industries like healthcare and the public sector, ensuring sensitive information is managed securely.
Streamlined management
Centralize document and security management within Salesforce, streamline workflows, and monitor document sharing and unauthorized access attempts in real-time.
User-friendly & smooth setup
Generate and protect documents within Salesforce without extra steps and minimal disruption to your workflow.
DOCUMENTS, SECURED
By combining S-Docs’ document automation with Confidencial’s data protection, Salesforce users can securely create, manage, and share sensitive documents while meeting security and compliance requirements.
Get started today.
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