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Set Up and Maintain Your Salesforce Organization
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            FileEvent Policies

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            FileEvent Policies

            File event policies detect file-related events, such as when a user downloads a file containing sensitive information.

            Required Editions

            Available in both Salesforce Classic (not available in all orgs) and Lightning Experience.

            Available in: Enterprise, Unlimited, and Developer Editions

            Requires Salesforce Shield or Salesforce Event Monitoring add-on subscriptions.

            Policy at a Glance

            Object Conditions Available in Condition Builder Actions
            FileEventStore Can Download PDF, Content Size, Content Download ID, Content Version ID, Evaluation Time, File Action, File Name, File Source, File Type, Is Latest Version, Policy Outcome, Process Duration, Session Level, Source IP, Transaction Security Policy ID, User ID, Username, Version Number Block, Notifications

            What You Can Do with It

            Create a policy that can:

            • Notify administrators when a user attempts to preview a specific file.
            • Block downloads for specific user IDs, version IDs, and document IDs.
             
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