SALESFORCE FILES VS ATTACHMENTS
As businesses move to cloud-based systems such as Salesforce, they must also ensure the security of their data. Many organizations handle delicate client data through Salesforce, from financial details to personally identifiable information. In the context of Salesforce, proper data governance protocols must be established in order to ensure that the information is safely stored and accessible to only the authorized personnel. To ensure this, organizations must consider how they manage their Salesforce files and attachments. First, let’s look at Salesforce files. Salesforce files are the premier choice when it comes to file sharing within a company. Salesforce files are stored in the cloud, allowing users to access their data from any device with an internet connection. Files of any size can be stored in Salesforce files, making it ideal for larger datasets and media files. In addition, Salesforce files provide extended data governance features such as content moderation and visibility. With visibility settings, individual files can be shared with only those you choose. This helps ensure that data is only accessed by authorized personnel and not shared unrestricted. When it comes to data security, there are a few additional features Salesforce files provide that attachments do not. For example, Salesforce files integrate with Salesforce permissions so that they automatically inherit the same level of access users have to certain objects. This makes it easier to manage user access and maintain data security. Salesforce files also use metadata such as tags and categories to manage and index content, making it easier to find and retrieve content. Furthermore, Salesforce files can be configured to use two-factor authentication, adding another layer of security. However, for some organizations, attachments may be the better option. Attachments are generally smaller files and more suited to collaboration within a team. They are easier to share and manage than Salesforce files, and can be quickly synced back and forth between different teams. However, because attachments are stored in Salesforce as metadata, they do not have the same visibility and governance features as Salesforce files. Furthermore, attachments are not integrated with Salesforce permissions. As such, there is no way of knowing who has access to certain attachments or any way to limit access. Overall, Salesforce files are the premier choice for organizations looking for a secure, cloud-based storage solution. With additional features such as content moderation and visibility setting, it is easier to maintain data security and governance. Attachments, on the other hand, are better suited to collaboration within a team. Both are necessary for a secure and productive Salesforce environment, and both must be thoroughly monitored and managed to ensure data security and governance. As a provider of Salesforce release management, Salesforce data backup and recovery, and Salesforce security solutions, we understand the importance of data security and governance. We strive to provide our enterprise customers with the best solutions to ensure their data is securely stored and accessible only to those authorized.
Topics:
