Upload a file. Find it on the record.

Upload your first file

1. Open the intended Salesforce record. Find the Galacia Vault File Manager component. If it is missing, ask your administrator to check the record-page assignment and your permissions.
2. Choose Upload files. Check the selected storage connection. Where offered, choose a folder and add tags before selecting your file.
3. Select the file. Choose Browse Files or use the drop zone. On mobile, use Tap to Upload. Check the upload limit shown in the component before selecting a large file.
4. Check the result. Wait for completion and confirm the file appears on the intended record. If an error appears, check whether the file was created before retrying.

For the current standard Salesforce upload path, the per-file limit is 1.5 MB (1,500,000 bytes). If Galacia AES encryption is enabled for the connection, the limit is 1.125 MB (1,125,000 bytes). Files above the applicable limit need separate technical qualification and configuration; confirm that scope during the demo.

Download and check a file

1. Open the same record and locate the file in Vault’s file list. Check any active filters if it is missing.
2. Open the file row’s action menu and choose Download. Your browser handles the downloaded file.
3. Open the downloaded file and confirm it is the file you expected. During onboarding, compare it with the original test file.

If a Preview action is available, it depends on the file type and configuration. In the standard S3 setup, text files can be previewed inline; PDFs are downloaded to view. An unavailable preview does not by itself mean the file cannot be downloaded.

A record is not a file-access grant

Access to an Account, Case or other Salesforce record does not automatically grant access to its Vault files. File sharing and storage-connection access are checked separately. Your administrator must configure and test access for the people who need it.

If a file is missing

Confirm the record and filters, then ask your administrator to check the file’s sharing and the storage connection. A missing file does not by itself mean it was deleted.

If an upload or download fails

Keep the visible error, time, file type and approximate size. Check the current state before retrying to avoid duplicates. If the upload exceeds the displayed limit, ask your administrator about the agreed transfer path.

Before deleting a file

Confirm your organisation’s retention and recovery procedure with your administrator. Do not assume a deleted file is recoverable or that every user can delete it.

Ask for help safely

Describe the steps and expected result. Redact customer details from screenshots and keep file contents, passwords and storage credentials out of support messages.