GalaciaUse cases
Who uses Vault,
and for what.
Vault suits teams that keep working files on Salesforce records and want the contents in storage they own. These are the four roles worth bringing to the demo.
Sales operations
Keep deal paperwork on the Account.
- The situation
- Order forms, signed agreements and supporting documents are attached to records by many people. Someone has to find them again months later.
- With Vault
- People upload from the Vault component on the record and find the file in the same list afterwards. The contents go to your S3 bucket, organised with folders and tags where your setup offers them.
- Check in the demo
- Bring a typical signed PDF and your largest regular document. The standard path takes files up to 1.5 MB each.
Service teams
Keep case evidence with the Case.
- The situation
- Agents collect customer documents, screenshots and log extracts while they work a Case, and the next agent needs to see them.
- With Vault
- Agents upload from the Case record, on desktop or with Tap to Upload on mobile. In the standard S3 setup, text files such as log extracts preview inline, and PDFs are downloaded to view.
- Check in the demo
- Phone photos and recordings are often larger than 1.5 MB. Test the attachments your agents really handle, and ask about files above the limit.
Salesforce administrators
A file component you don’t have to build.
- The situation
- You’ve been asked for record-page files backed by your organisation’s own storage, and you’d rather not write and maintain the integration yourself.
- With Vault
- Galacia installs the agreed version, assigns administrator and user permissions, connects storage and adds Vault to the agreed record pages. Your handover records the version, configuration and support contact.
- Check in the demo
- Ask to see a restricted user denied access to a file on a record they can open. Confirm your Salesforce edition, API access and record-page setup.
Storage and IT owners
A bucket that stays yours.
- The situation
- You need to know where file contents live, who holds the credentials and how the organisation gets its files back.
- With Vault
- Contents use the agreed bucket and region in your account. The standard connection uses a Salesforce Named Credential. Your team agrees credential rotation, retention, backups and recovery before rollout.
- Check in the demo
- Ask how file-to-record mappings are preserved if you remove Vault. Bucket access alone doesn’t rebuild them.
An honest boundary
When Vault isn’t the answer.
If your team regularly handles files above the standard limit, or your current Salesforce Files workflow already meets your access, storage and support needs, find a concrete benefit before changing anything.
Future integrations and structured data storage aren’t available, and migrating existing files needs separate scoping.
Compare Salesforce Files with your own storageBring your own role’s questions.
The demo covers the record-page workflow and the storage your team needs. James will contact you to arrange a time.