- Collaboration Platform for Salesforce
- Case Study
- File Collaboration Mechanism and Data Leak Prevention on Salesforce
Leading all-round manufacturer
Satisfy the criteria of rich media management, collaboration environment and data leak prevention on Salesforce.
The manufacturer had been dealing with the procedure management of some web productions for a corporate website. They were mainly in charge of reviewing and managing the delivered goods while the production of contents was outsourced. Although they had developed a collaboration environment for the web products with the on-premise SharePoint, operational costs, usability and security remained problematic. They planned to construct a file management system on Salesforce. However, they discovered that there were many restrictions and limitations to the standard file management features on Salesforce.
Association with Salesforce eased the external collaboration.
Having installed Collaboration Platform for Salesforce, they were enabled to do list-manage of 30GB+ files by associating these files with files related to the process-management Object on Salesforce. In addition, with PDF watermark options, security risks are controlled with auto-watermark-insertion of user ID, user name, downloaded hour and static texts such as “Confidential”, thus prohibiting unauthorized copying of files and allowing you to track all trails.
・File management with Object association.
・Prevent file leak and trace trails with watermarks.