Sales Reps at Universal Containers sometimes create large files as a part of the Sales process that are too large to share over email. They would like users to be able to share files with customers, but the CISO has requested that any file links shared must be protected by a password.
How can this be accomplished?

Question

Sales Reps at Universal Containers sometimes create large files as a part of the Sales process that are too large to share over email. They would like users to be able to share files with customers, but the CISO has requested that any file links shared must be protected by a password.

How can this be accomplished?

Andrew Naftel · Accepted Answer

Sales reps can create a content delivery. During creation, the user should select the option to require a password to access content.

Andrew Naftel · Answer

Set up an experience cloud site for customers to access files. Share the file with customers via chatter. Customers can then log into the site to access the content.

Andrew Naftel · Answer

Utilize an AppExchange product for delivering password-protected files to their customers,

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