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Set Up and Maintain Your Salesforce Organization
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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