Overview

Key Capabilities

Automatically scan files on upload, download, or both. Detect viruses, malware, active content, and policy violations.

Scan URLs in Salesforce text fields for malware, phishing, and policy violations in real time.

Create multiple protection profiles with different security levels and map them to Salesforce user profiles.

Monitor scan activity, view alerts, and track security events from a central dashboard.

Configure in-app and email alerts for admins and end users when threats are detected.

Step-by-step setup wizard to connect your scan cluster and configure default protection.

Verify your setup after installation

Use the built-in test tools to confirm everything is working: Test File Scanning and Test URL Scanning.

The trigger intercepts file uploads to Salesforce or downloads from Salesforce, depending on your configuration.

The file is sent to the external scan cluster for analysis.

Results are processed. Clean files pass through, threats are blocked or quarantined.

Admins and users are notified based on your notification settings.

All activity is logged for audit and compliance.

A record is created or updated in Salesforce, triggering the URL scanning process.

URLs are extracted from all configured text fields and the user's Protection Profile is identified.

URLs are checked against the configured allow and block lists. Matches are resolved immediately.

Remaining URLs are sent to the external scan service for analysis.

Based on scan results, each URL is allowed, blocked or removed in the field content.

Admins and users are notified based on your notification settings.

All activity is logged for audit and compliance.