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Secure File Transport
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Certificate of good standing (State of CO)
W9
Insurance
HIPAA
Data protection policy
GDPR company training manual
New Hire checklist
Security Policies
Security Awareness training
Information Security assessment
Disaster recovery plan
Change management and control policy
Application Security Policy
2021 SOC2 Type 2 Final Report
OWASP vulnerability assessment
Incident response policy and procedures
Security incident handling form
Risk Assessment and management policy
Anti-bribery and corruption policy
Security Awareness Training for employees
PCI Compliance Certificate
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Salesforce User initiates a document pull request via BotDoc by sending the relevant information in the request call.
BotDoc generates the request and sends the upload link via email/text to the consumer to upload the required files.
The consumer does a two-factor authentication and uploads the files to BotDoc.
BotDoc makes a secure connection with Salesforce and notifies the Salesforce user that an action has been taken on the request.
Salesforce pulls the document from the BotDoc repository.
Optionally we can also save the document to other repositories (SharePoint, BOX.com, Google Drive, etc.
Cloud Maven, Inc doesn’t store nor transmit any data using our servers. We don’t have access to the client’s data in transit or rest.
Data at rest outside salesforce is encrypted using AES 256 encryption. Data is the salesforce can be encrypted using the salesforce shield product.
Schema Diagram
All data will be stored inside the salesforce. “File Request” can be linked to any object.
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