In the current scenario, cloud computing has become a necessity of time. Its use facilitates users to access, amend and share any file through any device with an internet facility from anywhere without any concern of time. However, at the same time, it also suffers from the threat of confidential files being accessed by hackers or non-authorized users. To cater to this problem multiple privacy options are activated by users, allowing only authorized users to access particular files.
The files stored in Salesforce CRM are no exception to this. However, understanding the concern of its users, Salesforce has developed the Salesforce File Sharing application that allows users to share their files not only smoothly and easily but also with full privacy. The benefits of using this application are:
- Convenience: The use of this application makes it easier for users to share files specifically within the specified users according to their use. Thus, the file cannot be accessed by other users not associated with it.
- Minimum Space for Storage: it is one of the notable features of this file-sharing application from Salesforce. It makes it easier for users to save large files without acquiring extra space, thus users can save a large number of abundant files without any difficulty.
- Time-Saving: The use of this application also saves time in accessing any file manually from any location on a computer system. As the file is saved on the cloud and protected with necessary privacy options, it is easier for allowed users to access it without searching from different locations of their computer system.
Process of File Sharing: The process of file sharing is simple and easy to process:
Step 1: The user has to log in to his Salesforce account with his login identity. After logging in, he has to select the file he wants to share.
Step 2: Click on the button to attach the file after selecting the file.
Step 3: After clicking on the button to attach the file, in the third step he has to target the users who can access the particular file.
Step 4: Now as the last step you have to click on the ‘submit’ button and your file will be shared with allowed users.
