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Integrations

Preview All Comes to Salesforce

You can now seamlessly preview all files in a Workspace folder at a time

Brian Holyfield · 2 min read
Preview All Comes to Salesforce

We’re continuing to expand Preview All across the SendSafely platform, bringing a faster, more seamless way to review files directly within Salesforce. This latest release delivers the same streamlined preview experience you’ve seen in the web portal into the Salesforce agent app.

Preview All eliminates friction when reviewing secure files attached to a case. You can now move through every file across all SendSafely packages associated with a single case in one unified viewer.

Salesforce Preview All Clip

This update makes it easier to review documents, images, videos, and other shared content. From the web portal and Zendesk to Workspaces and now Salesforce, we're making it easier to securely preview, review, and access files while keeping your workflow moving.

SendSafely Workspaces are available on the SendSafely Teams, Business and  Enterprise plans. For more information, contact success@sendsafely.com . 


SendSafely: Integrated File Transfer for the Apps you Love 

If you are looking for a secure way to send or receive files with anyone, or simply need a better way to transfer large files, our platform might be right for you. 

Frequently asked questions

Can I preview SendSafely files inside Salesforce?

Yes. Preview All in the SendSafely Salesforce agent app lets agents open previewable files, including images, PDFs, and videos, in a unified viewer directly from a case. See the SendSafely Salesforce integration.

What does Preview All do in Salesforce?

It lets agents move through every file across all SendSafely packages associated with a single case in one viewer, using on-screen navigation controls, instead of opening each package separately.

What file types can Preview All display in Salesforce?

Opening an image, PDF, or video automatically launches the previewer. Files that cannot be previewed can be downloaded directly from the previewer.

Can I resize the SendSafely previewer in Salesforce?

Yes. The preview panel can be minimized and maximized to adjust the viewing experience without losing your place in the set of files.

Where else is SendSafely Preview All available?

Preview All is available in the SendSafely web portal, the Zendesk app, and Workspaces. The June 2026 release extended the same multi-file preview experience to Salesforce as well.

Written by Brian Holyfield