Salesforce - Botdoc Workflow (Send / Receive Documents)

Owned by Ushank
Last updated: Aug 06, 2024 by Ashutosh Kumar
2 min read

Secure File Transport

Securely Send and Receive Sensitive Data and Files Inside Salesforce

Transport sensitive data and documents in and out of Salesforce with no pins, passwords, logins, accounts, apps, or software to download with Secure File Transport. Fully compliant with multiple regulatory agencies including GDPR, SOC2, and HIPAA.

Important Links

Short Commerical Video

Full Demo

AppExchange Listing

Website Page

Documents Provided by Botdoc

  • Security Document

  • Botdoc Due Diligence Question and Answer - The PDF file contains below following documents.

 

 

  1. Certificate of good standing (State of CO)

  2. W9

  3. Insurance

  4. HIPAA

  5. Data protection policy

  6. GDPR company training manual

  7. New Hire checklist

  8. Security Policies

  9. Security Awareness training

  10. Information Security assessment

  11. Disaster recovery plan

  12. Change management and control policy

  13. Application Security Policy

  14. 2021 SOC2 Type 2 Final Report

  15. OWASP vulnerability assessment

  16. Incident response policy and procedures

  17. Security incident handling form

  18. Risk Assessment and management policy

  19. Anti-bribery and corruption policy

  20. Security Awareness Training for employees

  21. PCI Compliance Certificate

Workflow

 

Salesforce Workflow

 

  1. Salesforce User initiates a document pull request via BotDoc by sending the relevant information in the request call.

  2. BotDoc generates the request and sends the upload link via email/text to the consumer to upload the required files.

  3. The consumer does a two-factor authentication and uploads the files to BotDoc.

  4. BotDoc makes a secure connection with Salesforce and notifies the Salesforce user that an action has been taken on the request.

  5. Salesforce pulls the document from the BotDoc repository.

  6. 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.