Salesforce allows users to generate file sharing links, enabling sales reps to share specific files with customers without requiring an Experience Cloud site. This method is straightforward and provides direct access to the file, making it ideal for one-time or occasional sharing needs.
Convenience and Simplicity: A file sharing link can be created directly from Salesforce and shared via email or other channels, offering a secure and easy way for customers to access key documents.
Control Over Access: Salesforce provides options to manage the access level (view, download, etc.) for the shared link, ensuring secure and controlled file sharing.
Option A (email templates) and Option C (Chatter links) do not specifically offer the capability for direct file access by external customers. For more on file sharing, see Salesforce Files and Content documentation.